Comment & Analysis

Comment & Analysis

Positive earnings surprises but softer guidance

May 20, 2022

Sales and earnings growth for Q1 2022 in both the US and Europe exceeded expectations, led by strong energy sector results. The percentage of companies beating forecasts is above the long-term trend, but the margin of surprise is lower than recent quarter

Read More

Comment & Analysis

Swiss investors are much more worried about geopolitics than the rest of Europe

May 19, 2022

Vanguard’s Kunal Mehta discussed what Swiss investors want from active fixed income at the Finanz 22 event in Zurich.

Read More

Comment & Analysis

Château d’Yquem: When it comes to sweet wines, this is the ultimate

May 19, 2022

When it comes to sweet wines, Château d’Yquem remains the ultimate honey trap, writes Jonathan Ray

Read More

Comment & Analysis

Fitch Downgrades Credit Suisse Group to 'BBB+'; Stable Outlook

May 19, 2022

The downgrade reflects Fitch's view that Credit Suisse's weak operating profitability compared with peers' highlights the execution risk during the group's restructuring

Read More

Comment & Analysis

The practice of linking pay to ESG is already widespread

May 19, 2022

The momentum towards integrating ESG into reward strategy seems unstoppable.

Read More

Comment & Analysis

Market Insight

May 19, 2022

Declining US housing starts, surging UK inflation

Read More

Comment & Analysis

Zombie financing

May 19, 2022

Charlton Heston and our head of multi-asset investments David Coombs have little in common. But they both hate the walking dead.

Read More

Comment & Analysis

The end of free money

May 19, 2022

The financial world is in the midst of a painful and unfamiliar transition.

Read More

Comment & Analysis

US inflation: Past the peak, but then what?

May 18, 2022

Also core inflation, which excludes energy and food, fell to 6.2%.

Read More

Comment & Analysis

The Dwindling Private Banker Count

May 18, 2022

At its peak in 2018, Julius Baer could count on 1,051 bankers. Now, three years later, about one in six of them are gone.

Read More

Comment & Analysis

Wealthy Donors Are Adjusting Philanthropy Plans

May 18, 2022

The majority of the 200 respondents (160) reported assets of between $5 million and $24.9 million.

Read More

Comment & Analysis

Are you reinvention ready?

May 18, 2022

Managing for sustained outcomes and building trust in periods of dislocation

Read More