Latest publications
Challenging the case for investing in India

What's not to like as an investor in an emerging economic superpower? This question has prompted us to take a critical look at the Indian economy under Modi and the stock market in particular.

6 Minute Read
Fabian Scheler

June 21, 2024

How much risk-taking is required to beat inflation?

Can risk-free deposits and government bonds alone shield an estate from a gradual decline in purchasing power, or is buying equities a must? We took a dive into the data.

7 Minute Read
Fabian Scheler

May 3, 2024

Q1 2024 Capital Market Assumptions

What return can reasonably be expected from a given multi-asset portfolio in the medium to long term? The answer depends on various factors like aggregate valuation ratios and interest rates. Here are our latest assumptions.

8 Minute Read
Fabian Scheler

March 28, 2024

Is private debt worth the fees?

Private debt is a booming asset class, but as always in the private markets, opacity makes it difficult for investors to understand what they are really exposed to. Our article tries to shed some light on the subject.

10 Minute Read
Fabian Scheler

February 29, 2024

European life insurance at the Swiss border

As part of our collaborative publications, we are pleased to share with you an article on European life insurance at the Swiss border. This article was written by Mr. Pierre-Olivier Kramer, Managing Partner of Gatsby & White SA.

4 Minute Read
Olivier Kramer

January 22, 2024

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