e-banking, Investment Strategy
03/09/2025Please find below the latest issue of ‘Outlook & Convictions’, a publication led by the Global Investment Research Team from Private Banking, in collaboration with our Group’s experts.
In this edition we discuss our economic forecasts and convictions for the equity and bond markets for the second half of 2025.
We look at the safe-haven status of the dollar, gold and US sovereign bonds and share our outlook on oil prices.
Our special report focuses on the evolution of technologies that will change the face of tomorrow’s cities and explores how to gain financial exposure to this promising trend.
Lastly, we share our convictions on certain investment themes, such as European banks, the defence sector and Swiss equities.