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Monday, January 1, 0001

Active Thinking
Active Thinking: Applying Swiss precision to a global investment opportunity set.
23 February 2024

Swiss companies’ reach is probably more global than you realise. Daniel Häuselmann discusses how a combination of Switzerland’s stability and mindset of excellence through innovation have helped Swiss companies to become leaders on the world stage.

Charles Hepworth Blog
Fed wary of cutting US rates too quickly
22 February 2024

FOMC meeting minutes suggest cautious approach to cuts until inflation battle is won.

Charles Hepworth Blog
UK services sector continues to expand
22 February 2024

More of the same, as services sector grows but manufacturing contracts, posing dilemma for the Bank of England.

Active Thinking
Active Thinking: China’s economic evolution beyond stereotypes
20 February 2024

Jian Shi Cortesi, Investment Director, Asia/China Growth Equities, delves into the intricate dynamics of Chinese and Asian equities. She focuses on the impact of manufacturing shifts, India’s emergence and the potential parallels with Japan’s economic trajectory.