Market Insight by Kinan Khadam-Al-Jame - Saudi Aramco IPO
10.01.2018

Saudi Arabia announced its intention to sell 5% of its national oil & gas company Aramco, which has a value estimated by the government of USD 2 trillion. This estimation is equivalent to two thirds of the cumulative market...

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Market Insight by Nicolas Roth & Marco Bonaviri - 2018: wall of worries or not?
18.12.2017

The year is not over yet, but unless a serious shock, 2017 will be remembered as a year of superlatives by investors.  All US equity indices printed all-time highs more than once during the year while credit spreads tightened to rock-...

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Market Insight by Daryl Liew - Is Japan back?
01.11.2017

Prime Minister Shinzo Abe’s gambit to call for snap elections a year ahead of schedule paid off handsomely with his ruling coalition maintaining its two thirds “super majority” in the more powerful Lower...

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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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