Presentation
Financial markets and the economy are intimately linked. The price of financial assets includes information on the business cycle, the relative value of financial assets, and investors’ perception of economic indicators. Conversely, economic policy has an impact on growth, inflation, exchange rates… all key variables affecting the financial markets. The private bank’s research and strategy team defines the economic scenario, analyses change in the financial markets and identifies investment opportunities.
Mission
- To produce six times a year a macroeconomic and financial markets scenario with a six-month horizon covering currencies, equities, bonds, emerging markets and commodities. This outlook helps the private bank’s Investment Committee with its asset allocation recommendations.
- To provide you with information and analyses usually exclusively reserved for investment banking professionals. To help the Investment Committee with its asset allocation recommendations.
Vision
- To privilege medium/long-term investments and yield products over short-term speculative products
- To protect your wealth from financial risks, inflation in particular, but also, for more daring investors, to take advantage of capital gains.
Analysing the markets and detecting investment ideas
The Research and Strategy team also identifies investment ideas: “megatrends”, industries undergoing deep change … it also evaluates the impact of specific events (for instance the Fukushima catastrophe in 2011, the debt crisis), on the economy and markets.
