News & Publications

Mar 10, 2026

7 Minutes Read

Why the traditional balanced portfolio remains attractive

Alternative investments are increasingly making headlines. But do all investors really need to look beyond traditional multi-asset frameworks?

Recherche

Jan 26, 2026

4 Minutes Read

What the US stock market is telling us about the AI-boom

Dec 12, 2025

5 Minute Read

Is the BIS sounding the alarm on financial stability?

Nov 5, 2025

5 Minute Read

Amadeus Capital SA erweitert ihre Präsenz in der Schweiz mit der Übernahme der Aktivitäten der Amasus Investment AG in Zürich

Recent Articles

Mar 10, 2026

7 Minutes Read

Why the traditional balanced portfolio remains attractive

Alternative investments are increasingly making headlines. But do all investors really need to look beyond traditional multi-asset frameworks?

Jan 26, 2026

4 Minutes Read

What the US stock market is telling us about the AI-boom

Has AI created a stock market bubble? Our article analyses earnings and valuation multiples across the US stock market and expresses a more nuanced view.

Dec 12, 2025

5 Minute Read

Is the BIS sounding the alarm on financial stability?

The 2025 report by the Bank for International Settlements has struck a bearish note. We put it into perspective and introduce a novel sentiment indicator.

Nov 5, 2025

5 Minute Read

Amadeus Capital SA erweitert ihre Präsenz in der Schweiz mit der Übernahme der Aktivitäten der Amasus Investment AG in Zürich

Amadeus Capital SA strengthens its presence in Switzerland with the acquisition of Amasus Investment AG’s activities in Zurich.

Sep 21, 2025

5 Minute Read

Is the widespread political decay a danger for the stock market

Undoubtedly, the state of democracy and the rule of law in vast parts of the world is concerning. The implications for equity investors, though, are far from clear, as our analysis shows.

Aug 17, 2025

8 Minute Read

Can Germany regain its mojo?

Chinese electric cars and Trump's tariffs are a double whammy for a once-admired economy. Nevertheless, the DAX index has rallied this year. We take a closer look at the maladies plaguing Europe's largest country and express a cautiously optimistic view.

May 5, 2025

10 Minute Read

Have equity markets become more accident-prone?

Have technological developments, financial innovation, and globalization made the stock market faster and more violent? We examine whether recent sharp price fluctuations reflect a paradigm shift in market behaviour.

Mar 5, 2025

5 Minute Read

How our Private Office completes a turnkey solution for the UHNWI class

How can a private office make life easier for a UHNWI family and why is an integrated boutique with in-depth investment expertise better placed to cater to this sophisticated clientele?

Jan 31, 2025

10 Minute Read

What Yale's stock market confidence indices tell us about investors' psyche

How do institutional and individual investors' view of contemporary and expected market conditions react to macroeconomic and fundamental developments? Our article takes a look behind the scenes.

Jan 8, 2025

2 Minute Read

How to select a quant fund

At the Invitation of Citywire Switzerland, we share our insights on how to evaluate and choose the most effective systematic strategies.

Dec 11, 2024

10 Minute Read

Challenges and solutions in quantifying risks in private markets

The risk of equities and bonds is made obvious by historical time series, but what about private equity, private debt or venture capital?

Nov 11, 2024

7 Minute Read

Qu'est-ce que l'« Initiative pour l'avenir » ?

L'initiative pour l'avenir propose un impôt fédéral de 50 % sur les héritages et les donations de plus de 50 millions de francs suisses pour financer des actions en faveur de l'écologie. Quelles sont ses chances de succès ?

Aug 30, 2024

10 minutes read

Investing in mean reversion works, but the devil is in the detail

Mean reverting behaviour has been observable in major stock markets for decades. Our article looks at why this is the case and how it can be exploited by investors.

Jun 21, 2024

6 Minute Read

Challenging the case for investing in India

What's not to like as an investor in an emerging economic superpower? This question has prompted us to take a critical look at the Indian economy under Modi and the stock market in particular.

May 3, 2024

7 Minute Read

How much risk-taking is required to beat inflation?

Can risk-free deposits and government bonds alone shield an estate from a gradual decline in purchasing power, or is buying equities a must? We took a dive into the data.

Mar 28, 2024

8 Minute Read

Q1 2024 Capital Market Assumptions

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.

Feb 29, 2024

10 Minute Read

Is private debt worth the fees?

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.

Jan 22, 2024

4 Minute Read

European life insurance at the Swiss border

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.

Jan 5, 2024

10 Minute Read

The 2024 recap of consensus expectations

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.

Nov 27, 2023

5 Minute Read

Why higher rates won't spark a return of stock picking

Over the past decade, poor performance has frequently been attributed to markets "being driven by cheap money instead of fundamentals". Does this argument hold?

Nov 1, 2023

5 Minute Read

Has Quantitative Tightening killed the bull market?

The massive asset purchases by central banks post-2008 have raised questions about its impact on the stock market and the risks arising once balance sheets start to shrink.

Oct 25, 2023

6 Minute Read

Why gold is shining again

The world's oldest store of wealth has regained its sparkle over the past years in an environment characterized by high inflation and geopolitical polarization. Our article explores long-term cross-correlations and new demand drivers.

Aug 9, 2023

7 Minute Read

LP Led Secondaries - The Private Market ETF Equivalent?

How can smaller investors access private markets without being strangled by fees or betting the bank on a few concentrated positions? Buying second-hand is a solution.

Jul 6, 2023

5 Minutes Read

Do analysts predict market returns?

Data providers like Bloomberg aggregate the target prices published by sell-side analysts to derive a marketwide consensus price target. Does the wisdom of this crowd tell us something about future returns?

Jun 5, 2023

4 Minute Read

Who is afraid of the continuation fund?

So-called continuation funds have been booming, especially since M&A and IPO activity took a hit in 2022 and 2023 in the wake of choppy markets and rising interest rates. A warning signal or an opportunity?

May 9, 2023

4 Minute Read

How bad is the credit crunch and what does it mean for the stock market?

Financial conditions have worsened considerably on the back of tighter monetary policy. Is this a bad omen for equity markets? We think the 90s may hold the answer.

Mar 10, 2023

4 Minute Read

The metals supercycle is intact

The more extensive than anticipated rise in interest rates has temporarily halted the surge in commodity prices. Still, underlying demand trends meeting constrained supply are poised to continue driving a bullish secular cycle.

Jan 15, 2023

4 Minute Read

Generative AI - a productivity revolution or bullshit machine?

Only just released, ChatGPT has taken the internet by storm and drawn attention to a new breed of software writing computer codes and poems or drawing cartoons.

Dec 9, 2022

5 Minute Read

La gouvernance familiale

Pour la première fois dans une nouvelle série de publications collaboratives, nous avons le plaisir de partager avec vous un article sur le thème de la gouvernance familiale, un sujet qui nous tient à cœur.

Oct 24, 2022

3 Minute Read

Value, Growth and Interest Rates - a complicated relationship

Is Value vs Growth just a play on rates? Decomposing the drivers of relative performance into Dividends, EPS Growth and P/E Expansion yields mixed evidence.

Read More
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