Answers to more client questions following the recent ceasefire

Our Investment Strategy for July 2026

Edmund Shing, Global Chief Investment Officer, and Charlotte de Kerpoisson discuss our investment strategy for July 2026.

AI fundamental revolution or overhyped bubble?

In this podcast, Edmund Shing, Global Chief Investment Officer, examines whether the rapid rise of Artificial Intelligence represents the beginning of a long-term technology revolution or the emergence of an investment bubble, discussing how investors can position their portfolios to benefit from the AI megatrend while maintaining adequate diversification.

The importance of having a smart Strategic Asset Allocation

Hawkish Fed pivot: Implications for rates and long-term yields

In this podcast, Edmund Shing, Global Chief Investment Officer, and Guy Ertz, Deputy CIO, discuss the implications of the first FOMC meeting under Kevin Warsh for monetary policy and bond markets.

Our Investment Strategy for June 2026

Edmund Shing, Global Chief Investment Officer, and Charlotte de Kerpoisson discuss our investment strategy for June 2026.

The Nasdaq is not the only game in town

Look for an entry point in commodities

Iran conflict reignites debt and inflation risks

Answers to more client questions following the recent ceasefire

Gold and precious metals: update after recent correction

In this podcast, Edmund Shing, Global Chief Investment Officer and Philipp Gijsels, Chief Investment Strategist, discuss the recent correction in precious metals markets, with a particular focus on gold and its long‑term outlook.

The value stock revolution

Our Investment Strategy for March 2026

Edmund Shing, Global Chief Investment Officer, and Charlotte de Kerpoisson discuss our investment strategy for March 2026.

A wind of Change in Latin America

The importance of having a smart Strategic Asset Allocation

The Nasdaq is not the only game in town

Look for an entry point in commodities

Iran conflict reignites debt and inflation risks

The value stock revolution

A wind of Change in Latin America