Investment Strategy
27/01/2025

Please find below the latest edition of our Outlook & Convictions, a publication from the Private Banking Investments team and experts from our Group.

This edition includes: 

 - An editorial by Nicolas Bickel, CFA, Group Head of Investment Private Banking;

 - Our macroeconomic forecasts by Mathilde Lemoine, Group Chief Economist;

 - Our views on the United States and Commodities from our Senior Economist, Manuel Maleki;

 - Three articles outlining our perspectives on the Equity markets: in the United States, Europe, and Asia, by our Global Investment Research team and the manager of the EDR China fund; 

 - A special feature on two key sectors: luxury and automotive;

 - An article on the megatrend of Global Security and Resilience, which is expected to further strengthen in the coming years;

 - A focus on the bond market and "high yield" bonds as well as a forex update.