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?

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.

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?

At the end of an eventful year, the Swiss economy has lived up to its reputation as the European continent's pole of stability in 2023. When the rest of Europe went into recession, Switzerland saw only a moderate slowdown in activity. While inflation in the eurozone reached levels not seen for decades, the pace of price increases in the Swiss Confederation remained largely contained.

Below are the top 10 events and surprises that could impact financial markets and the global economy in the New Year. These are not forecasts, but potential macro-economic, geopolitical or market events that are not anticipated by the financial markets. We also try to assess the probability of occurrence (high, medium, low) of each of them.

As the most wonderful time of the year approaches, the financial markets anticipate the Santa Claus Stock Rally, a period where stock prices often rise from Thanksgiving to the end of December. This phenomenon encapsulates a mix of historical trends, investor behavior, and market analysis. This article will explore its historical performance, influencing factors, and its potential prospects for 2023 amidst current economic challenges.

1,7 trillion dollars. That’s the amount of student debt in the United States. Payment delays and defaults on these loans could have repercussions for many sectors of the economy.

WeWork, the coworking company founded by the charismatic Adam Neumann, has declared bankruptcy. And it's about to try for the umpteenth time to relaunch itself.