Opinion Leaders

Opinion Leaders

Vietnam moves into era of national rising

27.10.2025 4 Min.

The stock market index in Vietnam has outperformed the Asian benchmark. A large-scale infrastructure programme worth ten per cent of...

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Opinion Leaders

Magnificent Seven – take a closer look

24.10.2025 4 Min.

Magnificent Seven shares have recovered strongly in some cases over the past few weeks. There are reasons for this, such...

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Opinion Leaders

All that glitters is not gold

23.10.2025 3 Min.

Good or bad news? The answer to this depends on whether we are assessing the causes or the outcomes, but...

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Opinion Leaders

The Hidden Stress of Wealth

22.10.2025 4 Min.

Wealth and Well-Being is a complex relationship. How Swiss Private Banks provide peace of mind.

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Opinion Leaders

Well positioned in the dollar cycle: Brazil, Mexico, Indonesia and India

21.10.2025 3 Min.

Periods of dollar weakness have historically delivered the strongest returns for emerging markets. That pattern may be repeating today as...

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Opinion Leaders

Markets in Suspension: Between Euphoria and Caution

16.10.2025 7 Min.

Markets continued their strong momentum throughout September, supported not only by the first 25-basis-point rate cut in the US this...

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Opinion Leaders

Emerging markets: Rebalancing portfolios could lead to significant performance gains

16.10.2025 2 Min.

Emerging markets are currently experiencing a quiet comeback. They were once the driving force behind global growth during China's supercycle,...

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Opinion Leaders

Is buying high a good strategy?

09.10.2025 4 Min.

Stock markets between record valuations and growth momentum.

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Opinion Leaders

Geopolitics not igniting oil flare-ups

03.10.2025 3 Min.

Geopolitical tensions show no sign of easing, but the markets seem unfazed. How come? The answer to this recurring question...

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Opinion Leaders

Up on the tightrope

25.09.2025 3 Min.

The position of Chair of a central bank sometimes resembles that of a juggler perched on a tightrope – a...

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Opinion Leaders

Healthcare: four drivers for healing the sector

24.09.2025 6 Min.

The healthcare sector is entering a compelling phase for investors. A proven defensive profile in an unclear macro environment, attractive...

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Opinion Leaders

European dividend yields exceed bond and cash interest rates

23.09.2025 7 Min.

After eight consecutive interest rate cuts by the European Central Bank (ECB), with rates held steady at the September meeting,...

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Opinion Leaders

Autumn rally or October crash?

19.09.2025 5 Min.

How will the stock market develop in the fall ahead of us? Will there be a rally or rather a...

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Opinion Leaders

Harnessing reform as a catalyst for growth: South Korea and South Africa

17.09.2025 7 Min.

Markets that once lagged global indices are now demonstrating credible steps towards transparency and competitiveness – unlocking compelling value for...

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Opinion Leaders

Is it time to reinvest in France?

16.09.2025 4 Min.

In principle, there is little to kindle investor appetite for France: a fifth Prime Minister in under a year and...

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Opinion Leaders

Despite higher US tariffs: Brazil remains robust

16.09.2025 3 Min.

The start of August saw another update to US tariffs on trading partners, with a standout being President Donald Trump’s...

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Opinion Leaders

Pharma powerhouses on the rise in East Asia: China and Japan are accelerating innovation and global impact

12.09.2025 6 Min.

The Asian pharmaceutical industry is increasingly developing into an important driver of the global healthcare sector. In particular, exciting opportunities...

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Opinion Leaders

A united front against the United States

09.09.2025 3 Min.

With its status as the world’s leading power threatened by China’s steady rise, the United States elected a president who...

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Opinion Leaders

The folly of forecasting

03.09.2025 8 Min.

Exaggerated expectations, excessive optimism and when profits do not grow in line with turnover: predictions are difficult – especially about...

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Opinion Leaders

How 90% of ETF assets are proactively managed

28.08.2025 5 Min.

Effective index tracking is not a "passive" task, but rather the disciplined application of portfolio management expertise.

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