News und Publikationen

04-12-20

The Fixed Income Conundrum of Assets Allocators

By fall next year, the great bond bull market will potentially be celebrating its 40th anniversary, with the US 10Y yield having fallen from a high at 15.84% in September 1981 to a low of only 0.51% in August 2020.

23-10-20

A new age of dispersion or just the normal madness of equity markets?

For investors who hoped that the pandemic induced market crash would result in a broad regional, sector or style rotation, the second half of 2020 has been rather awful so far. Totally disappointing the hopes of contrarians, Covid19 has struck a blow for winning investments and battered already underperforming strategies.

30-09-20

How Swiss wealth managers can keep flying

The thought-provoking cocktail of digital (technology) disruption, low yield environment and the rise of passive investment products is severely impacting the traditional Swiss wealth management and many players are not prepared for it.