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    IT’s about valuations
    investment insights

    IT’s about valuations

    The S&P 500 index is hovering above record levels. Can it last? We look at the US tech sector, and prospects for the US economy more broadly.

    Are clouds lifting for private assets in 2024?
    investment insights

    Are clouds lifting for private assets in 2024?

    What does 2024 have in store for private equity, private credit, and private investments in real estate and infrastructure?

    Straightening out the yield curve’s recession signal
    investment insights

    Straightening out the yield curve’s recession signal

    The US yield curve has been a reliable recession signal in the past. Now other measures point to a more likely US soft landing. We look at the indicators, and implications.  

    China’s reflation still runs second to national strategy
    investment insights

    China’s reflation still runs second to national strategy

    Can piecemeal policy reverse negative investor sentiment over China? We assess Beijing’s steps to boost bank lending and the deflationary dangers ahead as it builds capacity against global decoupling. 

    2024, a pivotal year for investors
    investment insights

    2024, a pivotal year for investors

    What should investors do as global growth slows and the prospect of rate cuts draws nearer? Samy Chaar, our Chief Economist and CIO Switzerland, outlines the opportunities and risks in the year ahead.

    Taking stock of the euro area’s challenges
    investment insights

    Taking stock of the euro area’s challenges

    What should investors expect from the euro area economy and ECB in 2024? We offer our outlook. 

    How should investors navigate geopolitical risks in early 2024?

    How should investors view a world of rival US and China-led blocs, rising tensions in the Middle East, and changing trade and investment flows?

    Oil slips from OPEC+’s grasp – where will prices head from here?

    Where are oil prices headed? Supply management issues, conflicting producer interests and the climate transition all play a role.

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