News and publications

Dans le cadre de nos publications collaboratives, nous avons le plaisir de partager ici avec vous un article sur le couple vertueux formé par l’assurance vie européenne et la gestion de fortune suisse. Cet article a été rédigé par M. Pierre-Olivier Kramer, Managing Partner de Gatsby & White SA., courtier européen en assurance-vie reconnu, complété par une réflexion fruit de l’expérience d’Amadeus Capital en la matière. .................................................................................................................................................... As part of our collaborative publications, we are pleased to share with you an article on the virtuous couple formed by European life insurance and Swiss asset management. This article was written by Mr. Pierre-Olivier Kramer, Managing Partner of Gatsby & White SA., a renowned European life insurance broker, and is complemented by a reflection based on Amadeus Capital's experience in this field.

What would the grand seigneur of economic liberalism say about the ESG (Environment, Social, and Governance) trend in today's investment industry? This month's paper looks into the discussion about the "purpose of business" and puts Friedman's often misunderstood critique of Corporate Social Responsibility into perspective. Beyond that, we elaborate on our philanthropic activities, providing some information on the background and work of the L'Association Suisse pour la Recherche sur l'Alzheimer (APRA).

Rising credit spreads are considered a warning signal for equity markets. But how much forward-looking inference do they really allow? Are high-yield bonds the "canary in the coal mine", or do they merely correlate or follow equity markets? Our publication examines the historical relationship between junk bond spreads and the stock market in the United States and investigates whether spreads did indeed signal future drawdowns.

December and January are the months of investment outlooks. So we skimmed read quite a few 'year ahead' publications, summarised them and are now looking forward to reviewing this article again in 11 months. Generally, we note a surprisingly and somewhat concerningly strong consensus on the 2022 path of the world economy and its implications for equities and limited dispersion in the views on sectors and styles.