Private debt: a common problem

Private debt: a common problem

In our previous Insight, we emphasised that US insurance companies were among the main investors in private credit, highlighting a dangerous systemic risk. Global life insurance companies manage approximately $25-30 trillion in AUM, representing around 8% of global...
COP30: a hot takeaway

COP30: a hot takeaway

Let’s not beat around the bush: COP30, the United Nations-sponsored global climate change conference hosted in Brazil, was a flop.The hottest year on record, 2024, floods and fires call for increasingly urgent and effective action, says André Corrêa do Lago,...
The ‘sparkle’ is not enough

The ‘sparkle’ is not enough

There is one element that has caught our attention in recent days, as well as that of gold negotiators globally. China’s undeclared gold purchases could be more than 10 times higher than official figures, as China quietly seeks to diversify its investment away...
Hurry up, it’s late!

Hurry up, it’s late!

Let’s return to the topic of Switzerland and, in particular, the sector to which we belong: the financial market and its players.In our opinion, a dual scenario is emerging that could pose a risk to the Swiss financial system, although we are well aware that...
BIS or bis?

BIS or bis?

Following the recent high-profile failures involving auto parts manufacturer First Brands Tricolor and Primalend, used car dealers and sub-prime auto lenders, the spotlight has also turned to the Bank for International Settlements (BIS), whose alarm adds to that of...
Opportunities and Oklo-sions

Opportunities and Oklo-sions

The gas turbine industry, currently controlled by an oligopoly of three companies (Japan’s MHI, Germany’s Siemens, and America’s GE Vernova), is experiencing a new golden age due to a significant increase in demand generated by the AI...