Slow food for thought
Insights and research on global events shaping the markets
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?
Is it possible and sensible to introduce cryptocurrencies and other digital assets into a discretionary management mandate? Find out more below.
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)
The European Long-Term Investment Fund (ELTIF) format allows access to private asset investments without having to invest large sums or be an institutional investor.
The S&P 500's rise since the beginning of the year is based solely on the performance of a few large technology stocks. But is it a good sign for the future direction of the market?
Bitcoin flirting with $30,000, another successful upgrade on Ethereum, NFTs volume picking up: 2023 is off to a strong start for cryptos.
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