News

  • 08.11.2023

    Global equities: time in the market rather than timing the market

    With a rebound in EPS growth expected for 2024, though with disparities between market segments, and with interest rates and inflation still at elevated levels, active management is key.

  • 07.11.2023

    Investissement d’impact ou la difficile gestion des attentes court terme

    Le Temps (06.11.2023) - Ces deux dernières années, les stratégies d’impact ont connu une évolution plutôt décevante comparé notamment à celles centrées sur les valeurs phares de la technologie.

  • 30.10.2023

    Actions globales: les clés d’une diversification efficiente

    La recherche a démontré qu’il était suffisant de détenir 30 actions en portefeuille pour bénéficier d’une diversification efficiente du risque, et ce sans même tenir compte des avantages additionnels liés à une sélection de titres active.

  • 13.10.2023

    Assessing positive impact in pharmaceuticals

    Pharma is a complex and fast-changing industry that plays a vital role in improving health outcomes and global access to medicines.

  • 15.09.2023

    Investir dans la prochaine génération d’infrastructures

    Le Temps - (28.08.2023) - S’ils connaissent aujourd’hui une période plus difficile, les marchés privés ont, sur les vingt dernières années, mieux performé que les indices des marchés publics correspondants.

  • 12.09.2023

    Tricky times for gold

    Finanz und Wirtschaft (09.09.2023) - Over the summer months, gold has struggled to rise in a meaningful manner. The metal traded in a relatively tight USD 100 range this summer, roughly between USD 1,890 and USD 1,990. Gold price volatility continued to decline, and the latest one-month implied volatility is only 10%, the lowest in years. This shows that markets do not expect any sharp moves in either direction over the coming months.

  • 30.08.2023

    Reversing obesity to lighten the load on health and the economy

    With obesity on the rise all over the world despite efforts to reverse the trend, impact investors need to join the fray alongside policymakers to reduce the increased mortality and the costs caused by the condition.

  • 17.07.2023

    Fostering Climate Innovation in Switzerland

    The Swiss Climate Foundation is an important catalyst for climate innovation in Switzerland. Having joined the Foundation at the start of 2022, we took the opportunity to speak to its Managing Director Vincent Eckert.

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