Slow food for thought
Insights and research on global events shaping the markets
Here are a handful of relatively simple principles and formulas that can be particularly useful when growing and managing your savings.
Despite financial crises, pandemics and geopolitical tensions, the luxury goods market has performed remarkably well over the last 15 years.
After the subprime crisis in 2008 and the collapse of the malls during the pandemic, are we going to see another real estate crisis in the United States?
Risk assets are off to a very decent start of the year. While some key hurdles are now behind us, we believe that volatility could pick-up in the second half of the year as central banks might have to maintain restrictive financial conditions while economic growth is slowing down.
Artificial Intelligence has the potential to create new opportunities, but also to lead to job losses. Which way will the balance tip?
Ever since index funds - also known as passive investments - have existed, there has been an endless debate about their merits versus active management. Proponents of active and passive investment management styles have made exhaustive and valid arguments for and against both approaches. At Bank Syz, we do not endorse one style over the other. Rather, our goal is to understand and define the characteris tics of each approach in order to determine which best suits our client needs.
Chipmaker Nvidia has just joined the exclusive club of stocks with a market capitalization in excess of 1 trillion dollar. Is this valuation justified?
Japanese equities remain neglected by managers. But the return of inflation, improving fundamentals, attractive valuations and better corporate governance are a recipe for renewed investor appetite.
As in the United States, European markets are dominated by a small group of large-cap companies. Overview.
Key takeaways: • While market dynamics remain supportive, the macro & fundamental context are still uncertain and could lead to an Equity Risk Premium re-rating • We keep our cautious stance on equities and rates as well as our positive view on credit • We are downgrading China & EM Asia equities to positive (from attractive). We are upgrading Government bonds to positive (from cautious)
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