insights.

Can monetary policy easing shield the US economy from a deeper slowdown? How should we invest following a strong equity rally? We examine the outlook and investment strategy for the final months of 2025.

The first edition of our new series tackling fundamental investment questions, ‘The Intelligent Allocator’, asks how investors should put capital to work after a sudden cash inflow. We analyse the statistical advantages and drawbacks of two different approaches: deploying capital all at once, or steadily over time. 

The tech-driven US stock rally has started to broaden. With more limited tech upside ahead, we see compelling opportunities in global healthcare and Swiss equities.

This week, we take a look at Japanese equities, which we see bolstered by corporate reforms and solid economic growth.

Is gold’s rally sustainable? We examine the drivers, including a narrative of rising market risks, from inflation to growth and debt sustainability. Strong investor demand and trading momentum could also provide support. 

French President Emmanuel Macron has few appealing options after the collapse of the current government. We examine market implications and risks for French assets. 

We look at the increasing attention markets are paying to fiscal risk and political uncertainties in economies from the US to France and the UK.

US policies are reshaping investments. Between the burden of tariffs, new vulnerabilities and rising markets, how do we invest portfolios? Discover our new video with Michael Strobaek and Samy Chaar.