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Wealth Focus

Discover our Wealth Focus insights

Discover our Wealth Focus insights

#WEALTH FOCUS
Can DeepSeek's AI Disrupt Markets and Create Opportunities?
Can DeepSeek's AI Disrupt Markets and Create Opportunities?
The release of new powerful AI Models in China has sent shockwaves through markets. Here is our take on the next big opportunities in AI. Published 30 January 2025.
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Is AI reshaping the energy landscape?
Is AI reshaping the energy landscape?
Exploring the impact of artificial intelligence, electrification, and renewable energy on future power demands and sustainability goals. Published 15 January 2025.
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Five reasons to bet on gold in 2025
Five reasons to bet on gold in 2025
Central bank purchases, geopolitical tensions, economic policies, and strong investor demand should make gold a compelling investment in 2025. Published 20 December 2024.
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How to invest in a world of ‘higher-for-longer’ inflation?
How to invest in a world of ‘higher-for-longer’ inflation?
Renewed inflation fears are raising a pressing question for investors: How can we protect and grow wealth in such an environment? Published 31 October 2024.
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Switzerland - What is the Inheritance Tax Initiative?
Switzerland - What is the Inheritance Tax Initiative?
The initiative calls for an inheritance and gift tax of 50% to be levied by the federal government in addition to cantonal or municipal inheritance and gift taxes. Published 14 October 2024.
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Are weight-loss drugs set to transform healthcare?
Are weight-loss drugs set to transform healthcare?
The obesity-linked treatments are developing into a powerful investment thematic set to potentially transform healthcare as we know it. How may investors place their bets? Published 27 September 2024.
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It’s 50bps. Are markets still pricing too many rate cuts?
It’s 50bps. Are markets still pricing too many rate cuts?
Markets may be pricing in too many interest rate cuts too fast in our view. And for that reason, we believe a timely opportunity is opening for investors to take advantage of. Published 19 September 2024.
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Are Semiconductors and AI the New Tech Frontier?
Are Semiconductors and AI the New Tech Frontier?
The synergy between semiconductors and artificial intelligence is fast becoming one of the most exciting investment opportunities. Published 03 September 2024.
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What is the outlook for Gold in Q4?
What is the outlook for Gold in Q4?
Gold is a timeless asset that has been valued for centuries as a store of wealth and a hedge against currency devaluation and geopolitical risks. Published 22 August 2024.
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3 reasons Quality stocks could continue to outperform?
3 reasons Quality stocks could continue to outperform?
With renewed market volatility on the back of recession fears, quality stocks should be back on top of investors’ mind to navigate the uncertain times ahead. What makes Quality stocks unique? Published 14 August 2024.
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Are UK stocks about to shine?
Are UK stocks about to shine?
International investors have started to take notice of beaten up defensive and value UK stock markets. Are stars aligning for UK stocks? Published 02 August 2024.
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How to play the market rotation?
How to play the market rotation?
With the first interest rate cut by the US Fed around the corner, investors are quickly re-positioning. What are the top trades to take advantage of the market rotation? Published 19 July 2024.
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Cybersecurity: 3 elements driving demand
Cybersecurity: 3 elements driving demand
If measured as a country, cybercrime would be the third largest economy globally. With exploding demand for cybersecurity solutions, investors’ attention turns to investment opportunities in this unique thematic. Published 16 July 2024.
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Are investors missing opportunities in ESG?
Are investors missing opportunities in ESG?
Investors can benefit from ESG added value in different ways, with various financial performance outcomes. Published 08 July 2024.
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Private Credit: A Growing Asset Class Gaining Traction
Private Credit: A Growing Asset Class Gaining Traction
Private credit is gaining significant interest among investors. Read our primer which includes an outlook for the asset class and key reasons to invest. Published 14 June 2024.
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The AI Revolution: Fueling the Recovery of PC Demand
The AI Revolution: Fueling the Recovery of PC Demand
The world of personal computers (PCs) is on the brink of a transformation, driven by the rise of Artificial Intelligence (AI) PCs. This change is set to not only rejuvenate the PC market but also redefine our computing experience. Published 01 July 2024.
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Could stars be aligned for European small caps?
Could stars be aligned for European small caps?
European small capitalisation stocks have lagged large caps since the market lows of October 2022. This could be about to change. We highlight below 3 reasons for a potential catch-up. Published 17 May 2024.
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De-dollarization: Shifting Sands in Global Finance
De-dollarization: Shifting Sands in Global Finance
Investors are increasingly focused on de-dollarization trends. What is happening behind the scenes and how could these developments present opportunities? Published 25 June 2024.
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God save the non-doms
God save the non-doms
The « non domiciled » community living in the UK has been quite agitated since the Conservative Government announced the end of the remittance basis regime back in March 2024. New rules are supposed to enter into force from April 2025. Published 21 June 2024.
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Could high dividend and share buyback stocks offer a margin of safety?
Could high dividend and share buyback stocks offer a margin of safety?
Here are the top reasons why we believe high-dividend stocks and those with substantial buyback programs offer excellent value and provide the visibility investors are eagerly seeking. Published 07 June 2024.
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Quality Stocks
Quality Stocks
Stocks of best-in-class companies globally have largely outperformed since March last year. Is today’s unique macroeconomic environment and artificial intelligence boom game-changer? Published 12 April 2024.
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