Opinion Leaders

Opinion Leaders

Semiconductors: Europe’s quiet comeback

02.06.2026 4 Min.

The AI revolution continues to drive the markets and underpin economic growth.

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Opinion Leaders

What has enabled sustainable value creation in the Swiss small- and mid-cap segment for more than two decades?

29.05.2026 6 Min.

A successful long-term track record is not the result of individual decisions, but is based on a clear investment approach...

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Opinion Leaders

Fed outlook turns more binary as inflation risks rise

28.05.2026 1 Min.

My modal view has shifted to no change in the fed funds rate over the next 12 months, although I...

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Opinion Leaders

Draghi or Trichet?

27.05.2026 4 Min.

Will Mario Draghi go down in European history as the man who preached in the wilderness?

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Opinion Leaders

ESG is Dead – Long Live Sustainable Finance

26.05.2026 4 Min.

The future of asset management will not be decided by simple ESG labels. The most successful investors of the next...

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Opinion Leaders

The winner of the upcoming World Cup has already been decided

21.05.2026 4 Min.

The kick-off for the upcoming Men’s World Cup is just around the corner. The tournament, hosted by the United States,...

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Opinion Leaders

2026 World Cup – it’s okay to dream

20.05.2026 5 Min.

In just a few weeks, the Football World Cup begins. An event of superlatives that produces many winners – even...

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Opinion Leaders

European securitisations

20.05.2026 2 Min.

The underrated source of returns in the credit market

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Opinion Leaders

Back to normal… or almost

19.05.2026 6 Min.

Markets are extending the rally that began in April, supported by a return of risk appetite. Diversification, emerging markets and...

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Opinion Leaders

First Live AI-Agent Driven Digital Asset Transactions by a Regulated Swiss Bank

18.05.2026 3 Min.

Sygnum has become the first Swiss regulated bank to use an AI agent to test live digital asset market transactions,...

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Opinion Leaders

Agent-based AI is becoming a key element in the value chain

12.05.2026 4 Min.

After several years of intensive investment in AI, the technology sector is entering a new phase. The cycle is expanding,...

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Opinion Leaders

Jay Powell’s final hurrah

11.05.2026 3 Min.

After more than eight years at the helm of the US Federal Reserve (Fed), Jerome Powell chaired his final monetary...

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Opinion Leaders

Longevity as an investment theme

07.05.2026 6 Min.

Where medical progress creates economic value

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Opinion Leaders

Middle Eastern crisis: a headache for almost all central bankers

07.05.2026 4 Min.

The comeback of imported inflation is reshuffling the monetary landscape: tensions are rising in Europe and Japan, whilst Switzerland and...

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Opinion Leaders

An important look at high-frequency data for investors

06.05.2026 4 Min.

In recent weeks, the global macroeconomic environment has been characterised by a dramatic rise in uncertainty.

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Opinion Leaders

The Return of the Dead Cow

30.04.2026 4 Min.

An unexpected flood of dollars (or yuan) has been pouring into hydrocarbon-exporting countries since the Strait of Hormuz was blocked.

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Opinion Leaders

China: new consumer trends

29.04.2026 3 Min.

We continue to see the most compelling opportunities within the AI value chain concentrated in the chips/hardware and energy layers,...

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Opinion Leaders

Oil Carnival

22.04.2026 4 Min.

It’s party time! Money is pouring in! It’s flowing, glistening with the dark lustre of black gold.

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Opinion Leaders

The Case for International Equities: Broadening Beyond a US-Led Market

21.04.2026 5 Min.

For more than a decade, global equity markets have been defined by concentration.

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Opinion Leaders

Geopolitical Easing and Economic Resilience

20.04.2026 6 Min.

A More Constructive Yet Still Uncertain Environment: Oil prices fall, but markets remain supported despite ongoing uncertainty. Inflation driven by...

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