insights.

Switzerland’s goods exports to the US are now subject to the highest tariff of any developed market. We examine the immediate implications for the Swiss economy. 

How should investors view pharmaceutical stocks in light of the pressures from tariffs and US healthcare reform? We explore what recent announcements mean for the sector. 

We take a first look at the implications of the tariffs threatened by the Trump administration on Switzerland’s economy. 

What should investors make of the most recent trade agreements? Can they provide market clarity? We examine what’s at stake.

We explore three proposed changes to US banking regulation, and what they might mean for investors. Possible implications might include more capital for US banks to deploy and a better functioning US Treasury market.

How have nature-positive investments performed recently? And how can we capture an emerging opportunity set in freshwater management and conservation?

We examine the prospects for the US dollar and Treasury bonds after the approval of the Trump administration’s budget.

The US budget, now passed by Congress, implies an even larger deficit and does little for the American economy. We keep our US economic outlook unchanged.