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Preparing for the unpredictable
jeudi 14 novembre 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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Stimulus and Sustainability in China: A Growing Tension
mercredi 13 novembre 2024

Stimulus and Sustainability in China: A Growing Tension

ESG
As China’s latest economic stimulus package takes shape, one critical question arises: What does this mean for its net-zero ambitions?
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The rise of generational wealth: Unlocking new possibilities
lundi 11 novembre 2024

The rise of generational wealth: Unlocking new possibilities

Wealth Planning
How do Europeans feel about their wealth? We asked 595 high net worth individuals to delve into the psychology of wealth in 2024. Our report reveals fascinating differences between generations and polarised opinions on key questions.
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US elections: a pivotal moment
mercredi 6 novembre 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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2024: The Mother of All Election Years
vendredi 25 octobre 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.
Les conditions de marché changent, vos portefeuilles évoluent
mardi 15 octobre 2024

Les conditions de marché changent, vos portefeuilles évoluent

Market Insights
Les dernières semaines ont été assez volatiles. Tout d'abord, les tensions au Moyen-Orient se sont accrues, poussant les prix du pétrole à la hausse. Deuxièmement, la croissance de l'emploi, l'activité des services et l'inflation aux États-Unis ont été plus élevées que prévu, ce qui a conduit les marchés à s'attendre à des baisses de taux plus faibles et plus progressives de la part de la Réserve fédérale américaine (Fed).
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