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Alternatives

With her climate-tech venture Sweep, Rachel Delacour has no time to lose

Infogrid is protecting the planet by making buildings smarter

General Atlantic’s Gabriel Caillaux on what it takes to be successful in private markets

Private Assets, the ultimate form of active management: Myth or Reality?

Alistair Elliott on the growing power of private capital

Investing in infrastructure

The enduring relevance of endowment-style investing

Commodities & Metals

Energy crisis: how will Europe cope?

Switzerland’s energy vulnerability

Surge in energy prices delays expected peak in inflation

Currencies

US dollar entering extreme territory

Yen’s risk-reward profile becoming more attractive

The euro faces growing downside risks

The search for income in FX markets

Moderate Swiss franc depreciation is on the cards

Limited upside potential for the USD against the euro

Equities

The Swiss equity market: not to be ignored

China: a time for active management

Our 2022 scenario for EM equities

Japan: a diversifier for equity portfolios

A lot of good news is already priced into Brazilian equities

Where next for equities after a sparkling first half?

Fixed income

US Treasuries volatility is rising amid deteriorating liquidity

German and Swiss sovereign bonds update

Italy government bond update

Treasury yields seen as heading down by year’s end

Aggressive pricing hurts convertible bond market

More pressure on the renminbi, less on bonds

Close to a peak?

Looking for ‘safe’ carry

Macroeconomics

What Lula’s election means for Brazilian assets

House View, November 2022

Weekly View - Trick or treat!

ECB preview: higher rates, tighter liquidity

The US tightens its grip on semiconductors

Weekly View - To pivot…or not?

House View, October 2022

Weekly View - Dodging the bullets

Navigating Asia

Anchoring your philanthropic efforts in Asia

From tradition to modernity―Eight ways that Asian philanthropy is evolving

‘A force to be reckoned with’: What the next decade has in store for Asian economies

Peggy Choi on building a business that ‘powers the new knowledge economy’

How a simple campaign grew into a plant-based powerhouse

The rise of Asia’s next generation

Innovation within the family business

Asia’s family offices multiply

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