CIO update by Philipp E. Bärtschi, CFA, Chief Investment Officer at Bank J. Safra Sarasin Macro outlook – The recession year 2023 Many years feel historic. The year 2022 actually was. Investors ex-perienced the highest inflation and the fas...

CIO update by Philipp E. Bärtschi, CFA, Chief Investment Officer at Bank J. Safra Sarasin Macro outlook – The recession year 2023 Many years feel historic. The year 2022 actually was. Investors ex-perienced the highest inflation and the fas...

State Street SPDR ETF’s published its Q1 Sector & Equity Compass ‘Investing Through Uncertainty” and selects Health Care REIT , Energy and Financials as top sector picks for the first quarter of 2023. From a regional perspective, the ETF p...

By Ole Hansen, Head of Commodity Strategy at Saxo The Bloomberg Commodity Index trades up by 2.4% on the week, reversing some of its early January losses. This comes after the energy sector – natural gas being the exception – joined an ong...

By Peter Garnry, Head of Equity Strategy at Saxo Both JPMorgan Chase and Wells Fargo negatively surprised the market with a worse than expected net interest income outlook and bigger than estimated credit provisions pulling S&P 500 f...

By Ole Hansen, Head of Commodity Strategy at Saxo Ole Hansen Gold’s price action and gains during the past week has in our opinion showed us the correct direction for 2023, but while the direction is correct, we believe the timing could be...