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L'heure de vérité pour les hedge funds
in the news

L'heure de vérité pour les hedge funds

Le contexte de normalisation des taux est favorable à l'industrie. D'autant que l'évolution des processus associe plus efficacement humains et machines.

Interview de Stéphane Monier dans L'Agefi du 13 février 2018

Article publié dans l'Agefi online, le 6 février 2018
Par Samy Chaar, Chef économiste

We're honoured to have been commended four times at the “WealthBriefing Swiss Awards 2018", for our services to private banking and to our clients. We're proud to have been rewarded for our commitment to the industry, responsible capital and for keeping our clients at the heart of everything we do. This is why we continue to "Rethink Everything" and help our clients achieve their ambitions. The ceremony was held in Geneva on Thursday 8 February.

Hedge funds: a key to post-QE portfolio returns?
investment insights

Hedge funds: a key to post-QE portfolio returns?

As well as structural inefficiencies, lacklustre hedge fund performance in recent years can be attributed to a combination of low interest rates, depressed volatility, high inter- and intra-market correlations and the impact of valuation-insensitive investors. Each of these cyclical headwinds is showing clear signs of easing, and HF performance has already improved across the board in step with this changing environment. As the monetary policy environment continues to normalise and volatility picks up, we see a stronger case for HF allocation.

Commodities: Fundamentally constructive despite moderating returns

We are reaffirming our constructive stance and raising our targets on most commodities

investment insights

Investing in Argentina’s quest for growth

With Argentina poised for possible inclusion in the MSCI Emerging Markets Index this year, investing in the market now could offer strong rewards – but beware the bumps along the way, writes Stéphane Monier.

in the news

La reprise émergente se confirme

Article publié dans La Tribune de Genève online, le 1 février 2018
Par Stéphanie de Torquat, Stratège macro

Responsible Capital has arrived
rethink everything

Responsible Capital has arrived

The World Economic Forum wrapped up last Friday. The annual gathering is always a source of reflection, stimulation and inspiration and this year was certainly an opportunity to Create a Shared Future in a Fractured World. With over 400 sessions on the official programme, it would be impossible to provide you with a comprehensive recap of everything that happened.

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