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Opinion
Opinion
October 17, 2022
In-house valuation teams add value to AIFM clients
In-house valuation teams, with experts for every asset class, will become a standard feature among…
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Investing
October 17, 2022
Chart of the Week: What’s in store for bonds
The ISM Manufacturing Index is not only an important indicator of future growth, but is also highly…
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Opinion
October 10, 2022
Chart of the Week: Is Credit Suisse a systemic risk?
European financials are in the spotlight again. And once again, it is not because of anything good…
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Opinion
October 5, 2022
Graph of the week: more than a pound of trouble
UK financial markets are in “turmoil”. This somewhat CNBC-esque opening, however, covers it well…
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Opinion
September 26, 2022
Graph of the week: Eurozone is down but not out
After consistently recording fat pluses over the past decade, the euro area’s trade balance has sunk…
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Asset Allocation
September 22, 2022
Probably the best and worst year ever for bonds
This will probably be the worst but also the best year for bonds ever. Rising interest rates and…
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Opinion
September 19, 2022
Chart of the Week: Housing as the next domino
Activity in the US housing market is rapidly declining. New home sales fell more than 12 per cent in…
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Opinion
September 14, 2022
Sofia Harrschar: Investors find stability in alternatives
Economic insecurities on a broad scale are increasingly impacting the decision making of…
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Investing
September 12, 2022
Chart of the week: A few rate hikes, but then what?
In retrospect, we can say that central banks used the annual Jackson Hole symposium to revive their…
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Opinion
September 5, 2022
Chart of the week: the yuan as sentiment indicator
With China using interest rates again to defuse the property crisis, and the Federal Reserve making…
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