Opinion Leaders

Opinion Leaders

European small and mid caps chewing up granolas for breakfast

05.06.2025 6 Min.

European equities have been attracting more attention, also from international investors. Given the growing uncertainty at the global level, continental...

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Opinion Leaders

Emerging markets remain stable despite weaker US dollar and tariff uncertainty

04.06.2025 3 Min.

The volatility in global financial markets continued to ramp up. Notably, this included US financial markets, which exhibited a general...

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Opinion Leaders

US Pharmaceutical Market – price cuts as a threat to pharmaceutical companies

30.05.2025 5 Min.

Drug prices in the USA are too high, says Donald Trump. His initiative to reduce prices has met with approval....

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Opinion Leaders

Despite devaluation: ‘No other currency can supplant the dollar’

28.05.2025 4 Min.

In the current setting, the US economy remains reasonably robust.  The negative Q1 GDP print reflected primarily frontloading of imports...

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Opinion Leaders

US Economy at a Crossroads: Inflation, Trade Realignment, and the Road Ahead

20.05.2025 6 Min.

The US economy is navigating a pivotal moment—caught between persistent inflationary pressures, a shifting global trade landscape, and cautious optimism...

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Opinion Leaders

What is the reality behind Swiss Made? 

20.05.2025 5 Min.

Home bias, the natural tendency of investors to favour their own market, is a well-documented concept in behavioural finance.

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Opinion Leaders

Has Trump “liberated” China and Europe?

16.05.2025 3 Min.

Among the group of countries hit by new trade tariffs from the US, China has suffered most with the imposition...

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Opinion Leaders

Seeking developments, in high frequency

13.05.2025 3 Min.

Traditional macroeconomic indicators are generally monthly or quarterly in frequency and are therefore published at a delay compared to the...

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Opinion Leaders

Medtech & Services: Innovation offers protection from political instability

08.05.2025 9 Min.

Increasing surgical procedure volumes, robust product cycles and promising innovations will propel the medtech & services sector forward in 2025...

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Opinion Leaders

Improving patient outcomes in cancer detection

30.04.2025 6 Min.

Are we facing a revolution in early cancer detection? The way in which cancer is recognised and monitored is changing...

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Opinion Leaders

Make your custody account «duty free»

28.04.2025 6 Min.

10% minimum on everything and a whole raft of higher tariffs - now they are here, Trump's trade tariffs. They...

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Opinion Leaders

A new golden age?

25.04.2025 4 Min.

Gold is glittering – it has risen 25% since the start of the year, topping USD 3,300 per ounce on...

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Opinion Leaders

Why high-yield bonds remain attractive despite uncertainties

24.04.2025 4 Min.

Despite increased volatility since the beginning of the year, the economic basis of the high-yield market remains robust.

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Opinion Leaders

Between Regulation and Returns – Insights from the Healthcare Market

17.04.2025 10 Min.

While tariffs cause some concern, we believe the majority of healthcare companies have the capital, flexibility and margins to cope...

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Opinion Leaders

Can nature survive in a fragmenting world? 

15.04.2025 3 Min.

A fragmenting world makes ‘collective’ action on global environmental issues more difficult.

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Opinion Leaders

A question of trust

14.04.2025 4 Min.

A few months ago, the succession of record highs for US equities was headline news in the financial press. In...

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Opinion Leaders

The Mar-a-Lago plan: behind-the-scenes financial manoeuvring

04.04.2025 4 Min.

Rumours surrounding a "Mar-a-Lago plan" are fuelling global economic uncertainty. The expected upheavals could redefine markets and currencies.

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Opinion Leaders

Effects of tariff increases

04.04.2025 4 Min.

Some had scoffed at the term "Liberation Day" and called it "Demolition Day". They probably didn't think they were so...

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Opinion Leaders

Thank you Mr President

27.03.2025 4 Min.

Two months after the inauguration of the new US President, Europe has cause for celebration.

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Opinion Leaders

Value opportunities are emerging in Europe

25.03.2025 3 Min.

Europe faces a challenging macroeconomic backdrop. A complex geopolitical environment, risks of an energy crisis and the threat of being...

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