05/29/2023

Peter Fanconi: «Asset Managers Need to Move Fast»

Just back from a trip to Indonesia, Blue Orchard chairman Peter Fanconi spoke about how the country's economy depends on microfinancing and what the terms and conditions of these loan instruments look like.

05/25/2023

GAM: Contested like the brightest jewel

It is one of the curiosities of the last chapter of GAM that none of the currently relevant topics are on the agenda at today's Thursday shareholder meeting .

05/24/2023

Where can I find portfolio income?

With recent events suggesting that policy rates may peak earlier than anticipated, we think investors should act to add durable income to portfolios.