Opinion Leaders

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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Opinion Leaders

Not oil companies, but equipment suppliers: who benefits from the new energy security cycle

04.06.2026 5 Min.

While it is unclear how long the conflict in Iran or disruptions through the Strait of Hormuz will persist, one...

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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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