Opinion Leaders

Opinion Leaders

MSCI EM continues to outperform the Nasdaq and MSCI World

17.07.2026 4 Min.

How can emerging markets benefit from the AI boom?

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Opinion Leaders

Europe’s Comeback

14.07.2026 2 Min.

Seeking hidden value off the beaten track, against the mainstream current. This captures the active investment approach that currently strongly...

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Opinion Leaders

Flat rates – predictable risk

13.07.2026 4 Min.

Flat-rate tariffs for telephony and (mobile) data have simplified many things. What used to be subject to fluctuations can now...

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Opinion Leaders

Banking and Insurance Stocks: More Substance Than Valuations Suggest

10.07.2026 6 Min.

Banks, insurers, and payment service providers have undergone fundamental changes since the financial crisis. Many investors underestimate just how much the...

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Opinion Leaders

Alibaba’s Tree and China’s Tech Forest

07.07.2026 4 Min.

China appears to be in dire straits this year: consumption and population growth are flagging, the property crisis persists, and...

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Opinion Leaders

Why hyperscaler’s AI Capex May Stay higher for longer

06.07.2026 10 Min.

Bubbles & Supercycles

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Opinion Leaders

15 years of successfully investing in Europe – and looking ahead

06.07.2026 5 Min.

The Bellevue Entrepreneur Europe Small Fund marks its 15th anniversary, highlighting a long-term track record built across very different market...

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Opinion Leaders

Kevin Warsh: Reformer or Sorcerer’s Apprentice?

06.07.2026 5 Min.

A quieter Fed, a leaner balance sheet and lighter regulation: Kevin Warsh is rewriting the rules and changing the game.

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Opinion Leaders

Global profit growth for 2026 is expected to be 28%

02.07.2026 6 Min.

Markets guided by three main themes: strength of the US economy, US-IRAN deal, and tech investment and earnings super-cycle.

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Opinion Leaders

Japan’s quiet revolution

01.07.2026 3 Min.

Japan is all the rage. The powerful appeal of Japanese culture and the very low value of the yen led...

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Opinion Leaders

EU market penetration for key target groups

01.07.2026 3 Min.

On July 1st the Markets in Crypto-Assets Regulation (MiCAR) transition period ends, Crypto service providers (CASPs) require a MiCAR licence...

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Opinion Leaders

Warsh, the hardliner

25.06.2026 4 Min.

A velvet revolution took place on 17 June, during the press conference given by Kevin Warsh, the new chairman of...

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Opinion Leaders

The Swiss franc is benefiting from the dollar’s decline

24.06.2026 6 Min.

The war against Iran could mark a turning point for the U.S. dollar. The "old" partnership between the U.S. and...

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Opinion Leaders

Swiss virtues are still in high demand 

19.06.2026 4 Min.

Geopolitical tensions are drawing many tourists to Europe this year, and to Switzerland in particular. This is due to the...

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Opinion Leaders

Mega-IPOs: New Challenges for Indices

16.06.2026 4 Min.

For decades, public markets were the place where companies grew up.

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Opinion Leaders

European Small Caps: Recovery gains momentum

12.06.2026 5 Min.

After several challenging years, European small caps are regaining momentum. A recovery that began to take shape in 2025 has...

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Opinion Leaders

Growth vs performance: the case of China

12.06.2026 4 Min.

Over the last 10 years, China’s average GDP growth has stood at 5.5% per annum. That of the United States...

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Opinion Leaders

Healthcare: Solid Fundamentals Overshadowed by the Tech Rally

10.06.2026 5 Min.

The global stock market showed significant strength in April.

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Opinion Leaders

Inflation: the return of a structural risk

09.06.2026 4 Min.

Markets have quickly absorbed the oil shock. However, the structural factors that could fuel a new phase of inflation have...

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Opinion Leaders

Bitcoin repricing in context 

05.06.2026 3 Min.

Why Bitcoin has reached multi-month lows and why the longer-term case remain broadly intact.

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