Slow food for thought

Insights and research on global events shaping the markets

As in the United States, European markets are dominated by a small group of large-cap companies. Overview.

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.

Many companies have taken advantage of the return of inflation to inflate their prices excessively. At the risk of stimulating an inflationary spiral.

Q1 2023 was turbulent period for the market, a hawkish start of the quarter ended in solid gains for equity markets, while the global banking industry was nearly brought to its knees. Here are 10 stories to remember from Q1 2023.

Why gold and bitcoin can be considered as diversifying assets for multi-assets portfolios?

The private banking industry currently faces a multitude of challenges: changing client needs, the arrival of disruptive business models and new entrants, regulatory pressures, new technologies, a more complex and uncertain macro-economic and financial environment, etc. For incumbents, it is urgent to react and reinvent themselves.

The UBS/Credit Suisse affair has caused the AT1/CoCo bond markets to struggle By tightening their monetary policy sharply and rapidly, central banks have highlighted certain weaknesses in our financial system: insufficient risk coverage, liquidity problems, lack of business diversification, governance issues, and now uncertainties in the treatment of hybrid instruments. After the failure of some US regional banks, the UBS/Credit Suisse affair has shaken the financial world and more particularly the specialists of a specific bond segment which weighs about 250 billion dollars: Additional Tier 1 bonds (AT1) and/or Contingent Convertible bonds (CoCos).

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22/03/2023

In the age of digital money, a Federal popular initiative wants to anchor cash in the Swiss Constitution.

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