Portefeuille - Investment views
0123 999999999 0002
Fortune nette (CHF)
2'452'060
Performance (YTD)
+2.83%
Santé
Put-writing on Eurozone stocks in volatile mark...
The outbreak of the coronavirus has resulted in a fresh bout of volatility on global financial markets. CIO believes that against this backdrop, using a systematic put-write strategy can help investors increase the risk-adjusted returns of their portfolios while decreasing volatility.
CIO Alert
Accroître le risque après la chute du marché
China's solar energy outlook is bright
China contributes almost one-quarter of the world's carbon emissions. This has prompted the Chinese government to adopt aggressive carbon emission controls to meet UN zero emission targets for 2050. These measures include targeting a reduction in per capita GDP carbon emission of 40%–45% between 2005 and 2020, and 60–65% by 2030
Adding to risk after market sell-off
Last week saw the largest fall in global stocks since 2008, a widening of credit spreads, and a rise in volatility, with markets reflecting the growing number of COVID-19 cases globally, and the negative implications of containment measures on economic growth.
Expert call: the coronavirus and finan...
The COVID-19 coronavirus is dominating headlines, yet important questions remain about the virus itself and its impact on financial markets.
Is higher public-sector debt justified?
Thanks to the negative interest rate environment government spending is currently cheaper than ever before. Against this backdrop, the question is whether the federal and cantonal governments shouldn’t increase their debt, especially in order to offset the negative effects of monetary policy.
Faire des choix sur fond d’incertitude
Malgré la procédure de destitution, le Brexit, les frappes aériennes et l’épidémie, le S&P 500 a atteint de nouveaux sommets. Alors qu’elle ne fait que commencer, l’année en cours est déjà digne de figurer dans les annales.
CIO Alert
Opportunités dans le cadre de la vague de ventes liée au COVID-19
CIO Alert
CIO Alert: Les craintes d’une pandémie alimentent une nouvelle journée d’aversion au risque