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WEBINAR | Japanese equities strategy: Changing demographics in Japan and the opportunities to build a healthcare franchise
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WEBINAR | US ESG strategy: US Value ESG – Discipline and purpose
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WEBINAR | Swiss small&mid cap strategy: Contrarian stock-picking wins the day
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WEBINAR | European small cap strategy: The return to (solid) fundamentals
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Europe: the race to electrification, a major challenge
The drama unfolding in Ukraine signals the end of energy “recklessness” for Europe. The transition to a decarbonised economy has become a top political priority, guaranteeing our future independence.
Putin and Powell will remain the 2 key players in the markets in 2023
Putin and Powell were certainly the 2 most important figures of 2022 and in a negative sense for the economy and the markets. Of course, we are not confusing the two figures. One is a war criminal and the other a central banker mired in probably the most complex situation in US economic and monetary history.
Healthy debate at Building Bridges
In October we sponsored the 3rd edition of Building Bridges in Geneva, a conference focused on advancing sustainable finance in Switzerland and connecting the different worlds of finance and international organisations as well as government.
Telecommunications infrastructures: what dynamics in the current environment?
Alongside renewable energy, telecommunication facilities are the most dynamic sub-sector in the infrastructure investment universe. Thanks to massive government support, it offers many opportunities, even if the different assets show disparate dynamics.
WEBINAR | Transition energy sector strategy : The path to decarbonation: from climate-change urgency to Europe “repowering” strategic necessity
The energy crisis in Europe has shown how risky the dependence on Russian gas is. Renewables and green hydrogen are crucial and present extremely attractive investment opportunities. Beyond energy, from agriculture to textile, industrials and transport, key economic sectors will be affected by the path to a Net-0 economy. In this webinar held on 26 October 2022, Olivier Ken and Martina Turner provide an outlook of the sector.