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- All
- AI
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- High Yield
- Investment
- Macro
- Quantitative
Goldilocks extends its holiday in the USA
François Christen
11 December 2024
A mild labour market and friendly central bankers reinforce the prevailing optimism.
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Sustainability and accomplishment
Audrey Cauchet
29 November 2024
Sustainability is also a significant component of achievement, as the role of organisations is no longer limited to the search for profitability. The desire to ...
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Gonet & Cie SA and ONE swiss bank SA are joining forces to create a leading player in Switzerland
ONE swiss bank
19 November 2024
Gonet & Cie SA and ONE swiss bank SA are pleased to announce their merger to create a leading player in wealth and asset management ...
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The “red wave” sparks enthusiasm
François Christen
13 November 2024
Donald Trump's return to the White House, however, entails several risks for bond investors.
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The hawks are sleepy, the vigilantes are waking up
François Christen
30 October 2024
The Federal Reserve's dovish stance and the prospect of a Donald Trump victory undermine bonds.
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Sustainability and integrity
Audrey Cauchet
25 October 2024
At a time when the risk of greenwashing is coming under increasing scrutiny from supervisory authorities, particularly in the financial sector, there is no denying ...
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Economic data validate Fed’s plans
François Christen
9 October 2024
Defying predictions of any sort of landing, the US economy continues to fly at high altitude.
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Portefeuilles indiciels : Quand la simplicité cache des défis majeurs
Aymeric Converset
2 October 2024
La gestion indicielle a conquis les investisseurs institutionnels avec ses promesses tenues d’efficacité à moindre coût, mais derrière ces bénéfices se cachent des défis souvent ...
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Money rates fall, bond yields rise
François Christen
25 September 2024
The Fed's decision to start the cycle with a bold move has led to a further steepening of the yield curve.
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Sustainability and determination
Audrey Cauchet
19 September 2024
One of the key factors in the success of a sustainability approach is the definition of a long-term strategy, which is the result of strong ...
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Nick and Greg blur the lines
François Christen
19 September 2024
Perceived as the Fed's informal transmission channels, two journalists reverse expectations
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Goldilocks is alive and kicking
François Christen
4 September 2024
US macroeconomic environment still too favourable to justify large and rapid rate cuts.
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Silent approval or wrong signal?
François Christen
29 August 2024
Jerome Powell made no attempt to contradict expectations of rapid and large interest rate cuts.
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Sustainability and agility
Audrey Cauchet
19 August 2024
Being agile means knowing how to react quickly and efficiently to change, while limiting the negative impacts.
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The fire is out, but uncertainty remains
François Christen
14 August 2024
Expectations of rapid and substantial cuts by the US Federal Reserve remain questionable.
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When panic overturns euphoria…
François Christen
7 August 2024
Investors' pathological mimetism sometimes leads to dramatic regime changes.
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Sustainability and entrepreneurship
Audrey Cauchet
5 August 2024
We are deeply convinced that every employee can be a source of ideas. That's why we don't talk about job descriptions and specifications, but about ...
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Investors welcome US indicators
David Duran
17 July 2024
Economic developments in the United States confirm the prospect of a rate cut.
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Political risk grows in the West
François Christen
3 July 2024
In the USA as in France, a hung parliament should not upset investors too much.
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Sustainability: a nightmare for SMEs?
Audrey Cauchet
1 July 2024
Sustainability has become a major issue for companies of all sizes. In Switzerland, where SMEs account for 99.7% of the economy, the question is how ...
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When data outweighs central bankers
François Christen
19 June 2024
Falling inflation in the USA leads to a sharp drop in yields on Western markets.
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A small move before the summer break
François Christen
5 June 2024
Recent economic data do not support an aggressive cut in ECB-controlled interest rates.
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The calm before a potential storm
François Christen
16 May 2024
April's US inflation figures, which were worryingly sticky in the first quarter, are particularly important.
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Should we celebrate bad news?
François Christen
8 May 2024
Wall Street and the bond market welcome the emergence of many signs of cooling.
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The prospect of higher rates forever
François Christen
1 May 2024
Government bond yields stabilise, but a major monetary policy reversal remains unlikely.
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2023 SUSTAINABILITY REPORT
ONE swiss bank
24 April 2024
After our recent delisting, we remain sincerely committed to transparency and to continuing our efforts to progress on environmental, social and governance (ESG) matters.
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Powell capitulates under the weight of evidence
François Christen
24 April 2024
Persistent inflationary pressures call for patience from the Fed, but a rate hike remains unlikely.
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After three misses, the Fed has a problem
François Christen
17 April 2024
Evidence of persistent inflationary pressures in the US is pushing government bond yields higher.
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2023 ANNUAL REPORT
ONE swiss bank
28 March 2024
ONE swiss bank SA publishes its 2023 Annual Report.
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The monetary hawk, an endangered species
François Christen
27 March 2024
Increasing central bank dovishness pushed US and European government bond yields lower.
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“Higher for longer”, the sequel
François Christen
20 March 2024
Recent events are likely to confirm the FOMC's wait-and-see stance, which is not without its dangers.
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Will two doves make a summer?
François Christen
14 March 2024
Friendly comments by Jerome Powell and Christine Lagarde foreshadow first interest rate cuts in June.
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Wall Street peaks, but the economy falters
François Christen
6 March 2024
Recent, but not yet conclusive, indicators point to a deterioration in the US economy.
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The Fed and the ECB are in no hurry
François Christen
28 February 2024
The US central bank's patience is fully justified, but the ECB's wait-and-see attitude is questionable.
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Renewed realism and healthy correction
François Christen
21 February 2024
Investors have reassessed the prospects for interest rate cuts amid sticky US “core” inflation.
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H2 and Full-Year 2023 Financial Results
ONE swiss bank
8 February 2024
2023 was another successful year for ONE swiss bank SA, brimming with achievements and culminating in healthy financial results.
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The Fed’s pivot? Not before May 1st
François Christen
7 February 2024
Powell's comments and the strength of the US economy invite investors to be patient.
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The prevailing optimism is not irrational
François Christen
31 January 2024
Recent macroeconomic indicators validate hopes of a “soft landing” for the USA.
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No shock, no rapid rate cuts
François Christen
24 January 2024
Governor Christopher Waller's message was only partially received by investors.
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Should we expect the Fed to pivot in March?
François Christen
17 January 2024
The rapid and large rate cuts priced in by Fed funds rate futures appear unlikely.
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The 2024 bond vintage is overpriced
François Christen
10 January 2024
The bright prospects sold by some strategists are undermined by the surge at the end of 2023.
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A dovish Powell reinforces prevailing optimism
François Christen
20 December 2023
But his New York colleague John Williams and European central bankers appear less conciliatory.
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Bye Bye 2023
ONE swiss bank
19 December 2023
As the year draws to a close, we would like to extend our warmest wishes to you and your loved ONEs.
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The weight of words, the shock of data
François Christen
13 December 2023
By focusing on "incoming data", the Fed and ECB have reduced the impact of their words.
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T-Notes at rock-bottom prices are sold out
François Christen
6 December 2023
The collapse of US dollar long-term yields in November is an invitation to opportunistic "profit-taking".
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Approval of delisting of ONE shares
ONE swiss bank
6 December 2023
Approval of delisting of ONE swiss bank SA's registered shares from SIX Swiss Exchange.
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Central bankers are in no hurry
François Christen
30 November 2023
Cautious monetary authorities reaffirm their determination to curb inflation sustainably.
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The odds in favor of a soft landing are increasing
François Christen
22 November 2023
Recent developments support hopes of a return to price stability without the pain of recession.
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Results of the Extraordinary General Meeting of 16 November 2023
ONE swiss bank
16 November 2023
The shareholders of ONE swiss bank SA have largely approved the two agenda items put to a vote at today’s Extraordinary General Meeting.
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It’s high time to wait and see
François Christen
15 November 2023
Without getting too assertive, a cautious Jerome Powell cooled hopes of a rapid monetary turnaround.
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