Category: Market Commentary
May 2026 | Monthly Market Commentary
The Battle Between Inflation and Artificial Intelligence The key themes we highlighted in April remain largely unchanged. Markets continue to be driven by the tension...
April 2026 | Monthly Market Commentary
From Shock to Complex Stabilization April 2026 marked a transition from the geopolitical shock of March toward a more stable—though still uncertain—macro environment. While tensions...
March 2026 | Monthly Market Commentary
Volatility is Back, One Year Later In a Nutshell March 2026 will be remembered as a month when geopolitical shockwaves from the Middle East collided...
February 2026 | Monthly Market Commentary
May This Be the Last Oneful Start to the Year Digressing into March, we must open our monthly market commentary with — surprise, surprise —...
January 2026 | Monthly Market Commentary
An Eventful Start to the Year The year opened with developments that prompted renewed reflection on the broader geopolitical framework. The U.S. operation in Venezuela...
December 2025 | Monthly Market Commentary
So…How Did It Go? As the year drew to a close, December ushered in a fresh wave of uncertainty for both the global economy and...
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Switzerland
Switzerland
+41 43 497 22 83 Via F. Pelli 3, 6900 Lugano
Switzerland
+41 91 921 37 52 Rue de Lausanne 25, 1950 Sion
Switzerland
