What return can reasonably be expected from a given multi-asset portfolio in the medium to long term? The answer depends on various factors like aggregate valuation ratios and interest rates. Here are our latest assumptions.
March 28, 2024
What return can reasonably be expected from a given multi-asset portfolio in the medium to long term? The answer depends on various factors like aggregate valuation ratios and interest rates. Here are our latest assumptions.
March 28, 2024
Private debt is a booming asset class, but as always in the private markets, opacity makes it difficult for investors to understand what they are really exposed to. Our article tries to shed some light on the subject.
February 29, 2024
As part of our collaborative publications, we are pleased to share with you an article on European life insurance at the Swiss border. This article was written by Mr. Pierre-Olivier Kramer, Managing Partner of Gatsby & White SA.
January 22, 2024
What's in stock for 2024? Following a tradition we started in 2022, we have again reviewed and summarized the market outlooks published by leading banks and asset managers.
January 5, 2024
Over the past decade, poor performance has frequently been attributed to markets "being driven by cheap money instead of fundamentals". Does this argument hold?
November 27, 2023