Insights

Read the opinions of our experts on markets and investment opportunities in commodities and equities and our focus areas of real estate and India.

Ethics and governance

The UN Principles for Responsible Investment have been signed

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Swiss Development Residential Capital Increase

‘We’ve doubled our portfolio and remain optimistic.’

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Sustainable Real Estate

“Rental incomes will increase by almost a quarter.”

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FY 2020 Outlook & Comment

China could tip the scales

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Outlook & Comment HY 2019

A roller coaster ride

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Asset Management

Picard Angst launches benchmarking tool for portfolio optimization

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Systematic Commodity Alpha

Portfolio diversification with alternative risk premia from commodities

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Pension funds May 2019

Risk-optimised integration of ESG criteria

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Commodities first quarter 2019

Full steam ahead

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India Q1

Time to do some shopping

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Equities Switzerland

Efficient weighting of Swiss blue chips and mid-caps

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Pension funds January 2019

The investment environment remains challenging

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Annual outlook and commentary

The Tide Goes Out – Our Opinion

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India December 2018

Is the sleeping giant waking up?

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Commodities December 2018

Is the cease-fire over again?

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India November 2018

Harvest and festivals stimulate consumption

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Commodity November 2018

Will the trade war have a happy ending?

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Commodities October 2018

Energy prices in high flight

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India October 2018

Turbulent times offer new opportunities.

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Real Estate India

Picard Angst is launching Real Estate India funds

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Year of commodities

Video Highlights from Commodities Events

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Commodities September 2018

Trade dispute weighs on the markets.

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India September 2018

Growth is even stronger than expected.

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Commodities August 2018

Recovery signals for the oil market?

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India August 2018

Good News from India

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Pension funds July 2018

Time to adjust asset allocation

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Half-year outlook 2018

Stagflation on the horizon?

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Commodities July 2018

Rhetoric shapes market development.

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India July 2018

Correction in small and mid caps offers opportunities.

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India June 2018

India's growth is picking up.

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Commodity June 2018

Will Russia and OPEC increase their production quota?

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India May 2018

India is back in the fast lane.

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Commodities May 2018

Markets are picking up speed.

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India market commentary for March

India is on the right path.

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Road show

Great interest in India

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Commodities

A look back at the first quarter

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India

Sharp recovery in agriculture and construction.

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