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Insights and research on global events shaping the markets

The “10 Million Initiative” seeks to keep Switzerland’s permanent resident population below 10 million before 2050, mainly by gradually tightening immigration rules...

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12/06/2026

It is probably the question landing most often on desks right now. The fear is easy to understand. A record pipeline of mega-listings is arriving into a market that is already stretched and heavily concentrated in AI, and the capital needed to absorb that supply has to come from somewhere. The history and the demand backdrop all argue that the fear is largely misplaced, yet the real risk is not the one investors are focusing on.

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Fast food for thought

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Rising rates weight again on bonds’ performance while Corporate and EM spreads remain tight

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09/06/2026

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