insights.

Three key charts in January 2025: Bitcoin – strong performance amid high volatility, the momentum of U.S. high-yield bonds, and investment opportunities in reusable packaging.

How will Donald Trump shape climate policy? What impact will the US’s new policies have on sustainable investments? We set out our expectations across sectors.

In an interview with Blick, Nannette Hechler-Fayd’herbe, CIO EMEA at Lombard Odier analyses economic perspectives for Europe and Switzerland in 2025, including interest rates, Swiss real estate and US policies.

How will Asia’s assets fare under another Trump administration? We look at the implications for investors.

The prospect of another Trump administration has shifted the investment landscape. We examine the opportunities, and implications for financial assets.

We look ahead to a second Trump presidency and its implications for financial assets and the US economy.

Nannette Hechler-Fayd’herbe discusses the Fed’s challenges, Trump’s potential impact on inflation, and why fixed income is outperforming equities in an interview with El Economista.

Michael Strobaek, our Global CIO Private Bank, expects a clear signal from the American monetary authorities next week. From now on, its focus is on employment.