Filter by publication or author
Asset Allocation Insights
INVESTMENT PERSPECTIVES 2019 by our experts
08 January 2019
We invite you to click on the link below to discover our macroeconomic outlook 2019.
SEE MORE
Focus
Emerging market equities: opportunity amid challenges
19 December 2018
While global markets continue their emotional ride, we feel there is value to be found in emerging market equities. [...]
SEE MORE
Focus
Global Equities: Technology, Trump and Emerging Markets
02 May 2018
While most market worries roll-over from the first quarter to the second quarter of 2018, the current lateral consolidation could also persist for the time being, but probably miss the necessary ingre [...]
SEE MORE
Focus
ESG, no more a question of “IF” or “WHEN”, but “HOW”
27 Apr 2018
Carbon is a particularly important indicator in the global Environmental, Social and Governmental (ESG) framework: it is a widely scrutinized indicator by regulators and appears to be linked to perfor [...]
SEE MORE
Focus
Global autos: will opportunities offset challenges?
23 June 2017
The Global Equities team met with a number of auto original equipment manufacturers (OEMs) and suppliers on the sidelines of the recently-held 87th Geneva Auto Show – with rather mixed impressions fro [...]
SEE MORE