Market Insight by Marco Bonaviri - Emerging markets: the age of outperformance
02.10.2017

Emerging market (EM) equities have returned the strongest year-to-date performances among global equity markets in 2017, surging by 31%. In comparison, developed market (DM) equities have returned +16% over the same period. Analysts agree...

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Market Insight by Nicolas Roth - US tax reform: last attempt to score a success before year end?
04.09.2017

With the reform of the healthcare bill back in a box and the rollback of Dodd-Frank relatively muted since May, the reform agenda of President Trump starts to look grim. From hopes over so-called Trumponomics to pure and...

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Market Insight by Daryl Liew - New Moon Arising in Korea
02.08.2017

Soohorang, the white tiger, is the official mascot for the Winter Olympics to be held in PyeongChang, South Korea in February 2018. Considered Korea’s guardian animal, the mascot symbolises protection, a much desired quality for...

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Market Insight by Marco Bonaviri - Are eurozone equities still an attractive play?
05.07.2017

For the past 10 years, Europe has not been popular among global equity investors. The European debt debacle and the bail-out of Greece in 2010 contributed to the long-standing negative sentiment towards “old” Europe. Low...

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Market Insight by Nicolas Roth - Blockchain in financial services, hype or revolution?
13.06.2017

Within the world of investing in 2017, the buzz words hitting the wires constantly are machine learning, robo advisory and artificial intelligence among others. Although the potential use of this technology is promising, the technology...

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