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We understand navigating the world of finance can be complex. Our goal is to provide valuable insights and to help you stay informed on the financial matters that mean most to you.

 

2024: The Mother of All Election Years
In 2024, 4 billion people across 74 countries are casting their votes. Among these, the US Presidential, Senate, and Congress elections on November 5 are set to be the most market-moving.
With less than two weeks to go, we're excited to share a new video featuring our Chief Investment Officer, Daniele Antonucci. Daniele provides an insightful analysis of the upcoming US election and its potential impacts on markets and the geopolitical landscape.
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Our latest markets and investing insights

Veröffentlichung nur auf Englisch verfügbar
Preparing for the unpredictable
Donnerstag, 14. November 2024

Preparing for the unpredictable

House Views
November is the time of the year when, together with the Investment Committee, I start preparing for our year-ahead market outlook. But, to tell you the truth, we do this continuously: as new research comes in and events unfold, we keep refining our market outlook, day in and day out.
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Veröffentlichung nur auf Englisch verfügbar
US elections: a pivotal moment
Mittwoch, 6. November 2024

US elections: a pivotal moment

Market Insights
While the US presidential election outcome isn’t confirmed yet, Donald Trump is in the lead at the time of writing. With three swing states – Pennsylvania, North Carolina and Georgia – already called for Trump by the US media, he’s also slightly in the lead in the remaining four key states of Michigan, Wisconsin, Nevada and Arizona.
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Veröffentlichung nur auf Englisch verfügbar
2024: The Mother of All Election Years
Freitag, 25. Oktober 2024

2024: The Mother of All Election Years

Market Insights
In 2024, a monumental event is unfolding as 4 billion people across 74 countries cast their votes at national, regional, and local levels. Among these, the US Presidential, Senate, and Congress elections on November 5 are poised to be the most market-moving.
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Ehre, wem Ehre gebührt
Dienstag, 15. Oktober 2024

Ehre, wem Ehre gebührt

Market Insights
Die vergangenen Wochen waren recht unbeständig. Erstens beherrschten die Spannungen im Nahen Osten weiterhin die Schlagzeilen und trieben die Ölpreise höher. Zweitens fielen in den USA das Wachstum an Arbeitsplätzen, die Aktivität im Dienstleistungsbereich und die Inflation höher aus als erwartet.
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Durch die Marktschwankungen steuern
Montag, 9. September 2024

Durch die Marktschwankungen steuern

Market Insights
Das Sprichwort „Sell in May and go away“, das sich auf die historisch schwächere Performance von Aktien zwischen Mai und Oktober im Vergleich zur anderen Jahreshälfte bezieht, hat auch dieses Mal nicht enttäuscht.
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Veröffentlichung nur auf Englisch verfügbar
Why should investors consider adding private markets to their portfolios?
Donnerstag, 1. August 2024

Why should investors consider adding private markets to their portfolios?

Invest differently
Private markets were once the reserve of sophisticated and institutional investors but have experienced significant growth in recent years. Now, a far broader range of private market investments are available to clients.
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