Yield curve

Find out what role interest rates play in the economy and how they influence investments returns.

What lies ahead for investors with a Trump-led government? From tax policies to trade, the Multi Asset Boutique dives into market reactions and potential economic impacts.

Quality companies can keep pace with bull markets due to above-average profitability and consistent growth prospects. In bear markets, investors flock to quality companies as their stable earnings and strong balance sheets can minimize drawdowns. While now may be the time for quality, this style can perform well in different market regimes.

With its most recent escalation, the Israel-Hamas conflict now threatens to spread and become a broader conflict in the region.

Japan’s economic success story after World War II was like a phoenix rising from the ashes. But it didn’t last, resulting in the “Lost Decade” and China subsequently taking its place as the world’s second-largest economy. Comparing the Japan of yesteryear with today’s China raises the question whether China could soon face a similar fate.

With the collapse of Silicon Valley Bank dominating media headlines and fueling questions among investors, Mario Montagnani explains why our Multi Asset Boutique believes it is a company-specific, isolated case.