08/08/2022
MONTHLY UPDATE: Market mood lifts as investors look ahead
As markets rally, we continue to focus on data-driven investing.
Comment & Analysis
08/08/2022
Tidjane Thiam embarks on a journey he has waited 22 years for.
For the first time in 22 years he is returning to his home country, which he had left under difficult circumstances.
08/08/2022
Tug for multi-million dollar federal mandate
The administrative assignment, which requires a great deal of specialist knowledge, is also lucrative.
08/08/2022
Low Cost is not Low Price
“Just buy something for less than it’s worth.” - Warren Buffett in an address to the faculty of Notre Dame, 1991.
08/05/2022
Slowdown or slump?
It is the savings (and borrowing) behavior of consumers that is likely to make the difference between a slowdown and a slump.
08/05/2022
BoE raises interest rates to 1.75%: what this means for borrowers and savers
At its meeting ending on 3 August 2022, the Bank of England’s Monetary Policy Committee (MPC) voted by a majority of 8-1 to increase Bank Rate by 0.5 percentage points, to 1.75%.
08/05/2022
A Ratings Downgrade Trifecta for Credit Suisse
The downgrade follows Credit Suisse's announcement of a renewed strategic review and weak second-quarter results.
08/05/2022
The top five reasons why we need to invest in our forests now
In the bigger picture, forests are vital to combatting climate change and global biodiversity loss.
08/04/2022
Indigenous communities – on the frontline in the fight to protect tropical forests
Continued forest degradation risks creating a vicious cycle – if these ancient ecosystems lose the ability to sustain themselves the vast carbon stores they hold could be released, exacerbating climate change and causing further degradation.
08/04/2022
Peter Harrison: why we must make nature investible
Heatwaves and other extreme weather events are warning us to rethink our relationship with nature. The financial sector must play its part.
08/04/2022
US-China tensions over Taiwan – our current scenarios
US House Speaker Nancy Pelosi’s visit to Taiwan and China’s aggressive responses compel us to put forward our medium-term scenarios for the US-China relations and the stability of the Taiwan Strait.
08/04/2022
Trying to Keep an Open Mind
The past two weeks have seen a sharp surge in equities with investors taking the view that bad macroeconomic news is good news for markets.
08/04/2022
Four charts that make the case for value investing
The more the world changes, the more value investing remains a compelling investment strategy. Here's why.
08/04/2022
Swiss Re launches new insurance-linked investment advisory business
The company offers investment management services to qualified institutional investors, with a particular focus on catastrophe bonds.
08/04/2022
Bubbly hydrogen could power your returns – or blow them up
Quilter Cheviot’s Claudia Quiroz criticises the industry’s lack of liquidity and profitability.
08/03/2022
This is what the brand new headquarters of the second oldest bank in the world looks like
The future headquarters of Berenberg was designed by KBNK Architekten.
08/03/2022
Tidjane Thiam has sold his home in Herrliberg
We are currently evaluating whether we should renovate the villa or demolish it
08/03/2022
UBS Investor Sentiment: Investor optimism drops on inflation and geopolitical concerns
Though concerned about the stock market, the economy and their retirement savings, investors continue to seek opportunities
08/02/2022
Investing at a Time of Crisis
“You have to be smart. The easy days are over.” - Robert Kiyosaki.
08/02/2022
Positioning for multiyear returns amid the rubble
Managing through bear markets is often both trying and exhausting.