Publications

2024: From Crisis to Normalisation

As we reflect on 2024—a year marked by economic normalisation and market resilience—what can we expect for 2025? In this video, our CIO, Jean-Christophe Rochat, shares his analysis on the evolving global landscape and the challenges ahead.

From the stabilisation of inflation in 2024 to the heightened volatility anticipated in 2025, Jean-Christophe Rochat examines the key drivers, including U.S. economic policies, Europe’s persistent struggles, and China’s ongoing headwinds.

Strategic selectivity and diversification will be essential in the year to come.

👉 Watch now and prepare for what’s next

December 19, 2024

Publications

H1 2025 Market Outlook

2025 brings economic uncertainty. With resilient US growth, European challenges, and emerging market opportunities, our CIO shares key insights for H1. Explore strategies to navigate turbulence and position your portfolio for success.

January 17, 2025

Publications

Gold and Bitcoin: Safe Havens or Rivals?

In her latest article published today on Allnews, Stéphanie Reihnboldt, Senior Equity Advisor, delves into the complex relationship between precious metals and cryptocurrencies like Bitcoin.

December 18, 2024

Publications

The Art of Destabilization: Is "Trump 2.0" Heralding a New American Transformation?

In his latest article published today on Allnews, Jean-Christophe Rochat, Chief Investment Officer, explores the implications of a potential return of Donald Trump to the presidency.

December 11, 2024

In order to ensure the usability of the website and to recognise your needs and preferences, we use cookies. Please press, "Accept" to agree to the use of cookies or press on the following link: Cookies policy to let us know your preferences regarding the use of cookies on our webpage.

accept