Publications

Beware of the monetary regime change in Japan

Japan is emerging from three decades of stagnation and facing a monetary shift. Jean-Christophe Rochat analyzes the impact of the Bank of Japan's rate hikes and the risks weighing on financial markets and investors.

In his latest article published today on Allnews, Jean-Christophe Rochat, Chief Investment Officer, delves into the consequences of Japan’s monetary regime change. After decades of stagnation, Japan is experiencing moderate growth but now must navigate inflationary pressures and their impact on financial markets.

Jean-Christophe Rochat highlights the Bank of Japan's often-criticized timing and the potential risks for risky assets, especially regarding the Yen carry trade. This monetary shift could have international repercussions, especially with the prospect of a global recession and the upcoming U.S. elections.

👉 Read the full analysis, published on Allnews, on October 9, in French : Gare au changement de régime au Japon | Allnews

October 09, 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

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.

December 19, 2024

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

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