Q2 2024: Potential further upswing in certain sectors
Einblicke
In our latest "Einblicke", we take a look at the past months and forward to the coming quarter. We also show how our wealth management offering is positioned in the current environment.
Insights
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Sportonomics and the winners away from the arena
Thematic Insights
The Olympic motto 'citius, altius, fortius' - faster, higher, stronger - reflects the sport industry's rapid evolution. Younger generations are redefining their engagement with athletes and sports, driven by new technologies.
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Stocks retrace April’s losses
Monthly Market Summary
In May, global equities rose by 4.1%, recovering April's losses, while government bonds gained 0.5%. Despite high bond yields, the Fed signaled cautious easing. Geopolitical tensions persisted in the Middle East, Ukraine, and Taiwan. Discover more in our Monthly Market Summary.
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Market sentiment sours in April
Monthly Market Summary
Global equities declined by 3.3% in April (USD terms), alongside government bonds which fell by 1.5% (USD, hedged terms).
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Insights Issue 13 - Spring Edition
Market Commentary
Delve into strategic portfolio construction, market insights, the rationale behind high-yield bonds, retirement planning, thematic investing, and more in Issue 13 of Mosaique Insights.
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Stock market optimism prevails in March
Monthly Market Summary
Global equities continued their upswing, rising by 3.1% in March (USD terms), while government bonds were also up by 0.7% (USD, hedged terms).