Slow food for thought

Insights and research on global events shaping the markets

After an exceptional year in 2023, major US technology stocks are reaching new heights, thanks notably to the artificial intelligence (AI) hype. Are we reliving a phenomenon similar to that of the Internet bubble of the 2000s?

US economy rebounds with robust job creation and wage growth. Risk assets soar with the S&P 500 hitting historic highs and Japan's Nikkei 225 at a 34-year peak. Our diversified strategy pays off; adjusting Switzerland and Emerging Markets in equities, upgrading GBP yield curve in fixed income, and tweaking forex positions.

Joe Biden's administration has put in place a vast investment programme that should strengthen the United States' dominant industrial position, particularly vis-à-vis Europe. But at what cost?

The two announced candidates for the US presidential election have diverging political and economic agendas. With possible consequences for stock market performance.

Disappointing performance from some ESG-labelled ETFs, record numbers of ESG fund closures in the US, increasing cases of "greenwashing"... Responsible investment is at a turning point. Find out more below.

The obesity drugs market offers substantial investment opportunities. Find out more in the FOCUS note attached.

While some 'secular' investment themes are strongly represented in portfolios (e.g. the 'Magnificent 7'), this is not the case for other bull markets. We have identified 5 of them.

2023 was a transformative year in the cryptocurrency landscape. In this article, we explore the key developments that shaped the crypto space in 2023 and provide insights into the anticipated trends and potential shifts for 2024. We delve into what promises to be another pivotal year for this dynamic and rapidly evolving sector.

2024 is expected to be the year when the economic chain reaction triggered by the Covid pandemic reaches its end.

This is one of the surprises of 2023. Despite rising interest rates, real dollar yields above 2% and a strong dollar, gold is close to all-time highs. What are the factors behind the rise in the price of yellow metal?

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