Comment & Analysis

5087 articles found

‘It’s the wealth effect’: Hong Kong luxury malls thrive amid IPO gains, housing recovery

Hong Kong’s new status as the world’s top cross-border wealth hub, overtaking Switzerland, alongside a recovering local housing market and strong initial public offerings (IPOs), is translating into growth for high-end malls, with landlords enjoying improved revenues and rents.   Hard luxury and jewellery segments have posted consecutive months of robust growth, though the era […]

Pictet Alternative Advisors and Stoneweg add another high-quality asset to their Dutch Logistics Platform “AXIS”

Axis and Stoneweg has acquired another high-quality asset at Engelandlaan 3, Maastricht Airport.   The state-of-the-art logistics scheme, developed by Merle Vastgoed and constructed by Willems Bouwbedrijf/Coumans Installaties, comprises c. 10,250 sqm leasable space, divided into four separate units, each with its own office space, loading docks, and EV charging, offering excellent flexibility for tenants. […]

AIIB and Standard Chartered Bank sign USD100 million agreement to support infrastructure-related trade in emerging and frontier markets

The Asian Infrastructure Investment Bank (AIIB) and Standard Chartered have signed a USD100 million agreement under AIIB’s trade facilitation initiative(Opens in a new window) to support infrastructure-related trade flows into emerging and frontier markets.   The facility will support the import of infrastructure equipment and related capital goods into AIIB’s members, mobilizing additional private capital […]

Central banks, inflation, and the case for quality bonds

With the next round of central bank meetings approaching, investors’ attention is firmly fixed on the European Central Bank (ECB), which convenes on 11 June.    While the Federal Reserve, the Swiss National Bank (SNB), the Bank of England (BoE), Norway’s Norges Bank, and Sweden’s Riksbank are all expected to keep interest rates unchanged, the […]

Northern Trust Asset Management Announces Adaptive Equity Funds

Northern Trust Asset Management has announced two actively managed UCITS funds which apply the NT Adaptive Equity strategy to World and Emerging Markets universes.   The NT Adaptive Equity strategy is designed to help investors navigate increasingly complex and fast‑changing markets. By combining deep fundamental insights with advanced data science, alternative data and adaptive portfolio […]

Switzerland’s ‘ten million’ vote is poised to test resilience

key takeaways. Switzerland holds a 14 June referendum from a position of macroeconomic strength, with steady growth, low inflation and limited near-term spillovers from geopolitical shocks The initiative proposes capping the Swiss population at 10 million. We believe its approval would introduce uncertainty around long-term growth by challenging labour market openness and relations with the […]
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