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Market Insights

StocksStock IndexDAX40

DAX 40: How is it Holding Up so Well?

With Germany on the verge of a winter power crisis and a possible recession, it’s a wonder the country’s benchmark index the DAX 40 is holding up so well.

StocksTechnology

Chinese chip producers are growing fast

China's chip industry is growing faster than anywhere else in the world, after US sanctions against local champions, from Huawei to Hikvision, whetted the appetite for local manufacturers.

MacroAsset Allocation

If the US sneezes...

With a second consecutive quarter of negative growth, the question of a US recession is becoming a hotly debated topic. But, in our view, it would be hasty to declare defeat. Indeed, if you look more closely, you ...

Stocksearnings

Key takeaways from earnings

More than 80% of the S&P 500 index's companies have reported second-quarter results so far, and despite fewer earnings beats than last year, stocks are still on average 13% higher since their June lows. Why are ...

CommoditiesEnergyoil

Crude Oil Price: Weak Growth & Energy Rationing

There has been a significant breakdown in crude oil prices this week. WTI crude fell below $90 while Brent is back under the psychologically and technically significant $100 level.

StocksTechnology

Could Amazon disrupt healthcare?

Amazon has a strong track record in building new lines of business by starting with small acquisitions. Its latest push into healthcare is buying proximity primary care provider One Medical. Could amazon’s latest ...

Swiss stocksspi

The secret of the Swiss equity market

Beyond beautiful landscapes and various flavourful cheese and chocolates, Switzerland is also known to financial market professionals for its investment opportunities. For decades now, many have chosen the Swiss stock ...

StocksTechnology

Meta: primed for a bounce?

After shedding all its pandemic gains and more, expectations for META stock have been crushed. But after its steep fall, could it be primed for a bounce?

StocksTechnology

Should I buy or sell Bobst shares?

The main shareholder of Bobst Group SA, JBF Finance SA, which belongs to the Bobst family, launches a public tender offer for all Bobst shares held by the public. JBF Finance, which already holds 53% of the shares ...

MacroAsset Allocation

MonthlyFlow - August 2022

Signs of disinflation are starting to appear, but may take time to materialise

CommoditiesGoldPrecious metals

What Will it Take for Gold to Turnaround?

Gold prices have suffered sharply across 2022 with the market pulling back from initial strength to sink around 18% from YTD highs, now down around 7% from the yearly open.

StocksTechnology

Could travel stocks make a comeback?

Travel businesses are not short of challenges: airports passenger caps, staff shortages, surging oil prices, health restrictions, and slower growth… but holiday-booking marketplaces are proving resilient as ...

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