By Peter Garnry, Head of Equity Strategy at SaxoPeter Garnry The Chip War is on and we expect more policy headwinds with tax incentives as the key driver which will end up being positive for shareholders. The semiconductor indu...

By Ole Hansen, Head of Commodity Strategy at Saxo Cautious and defensive trading best describes the early 2023 price action across the commodity sector. A year that hopefully will provide less drama and volatility than last year, which saw...

By Peter Garnry, Head of Equity Strategy at Saxo Peter Garnry The best performing equity theme basket so far this year has been the Chinese consumer & technology basket, because of the sentiment shift in China over the reopening policy...

Nadia Gharbi, Senior economist Pictet Wealth Management. The euro area economy has been surprisingly resilient since the start of the war in Ukraine in February. This can be partially attributed to the post-pandemic rebound in some service i...

Review – No conciliatory end to the year Market review & Outlook by J. Safra Sarasin The month of December is typically the time to look back not only on the past month, but on the whole year. Hence the sorting according to annual perfor...

Jacques Henry, Head of Equities Pictet Wealth Management. 2023 could be an odd year with a shallow recession but with persistent inflation leading potentially to positive sales growth. Cash return to shareholders through buybacks and divid...