Structural reforms more important than monetary policy, says CA Indosuez chief economist Structural reforms more important than monetary policy, says CA Indosuez chief economist Structural reforms more important than monetary policy, says CA Indosuez chief economist
According to Marie Owens Thomsen, chief economist at CA Indosuez, we should not focus solely on decisions by the central banks. If economies are growing above potential, governments should turn to structural reforms rather than relying on monetary policy.
Amanda Kayne
"It's difficult for the SNB to act much before the ECB," argues Lombard Odier's chief economist
Ahead of the Swiss National Bank meeting, Samy Chaar, chief economist at Lombard Odier, participates in our SNB challenge. Like most of his peers, he expects the SNB to raise interest rates in September 2019. But first he starts by talking about the U.S.-China trade war and what is at stake for Swiss businesses.
Amanda Kayne
Food is more and more local and Swiss SMEs can take advantage of it, says Ronald Wildmann
Ronald Wildmann of Research Partners explains how companies such as Orior, Hochdorf, and Bell are taking advantage of the new trends in the food market, in Switzerland and abroad. Wildmann also says that those companies remain untouched by the trade dispute taking place between the U.S. and China, but that margins remain under pressure.
Martina Fuchs
Swiss public "aware of high costs of the health care system"
Despite the high costs, a recent survey by gfs.bern and Interpharma shows that the Swiss are not willing to change their health care system. According to Alexander Frind, project manager at gfs.bern, people generally do not perceive the high costs as a problem.
Martina Fuchs
Luxury industry expert on why the global sell-off hit Richemont and Swatch
Luxury expert Scilla Huang Sun of GAM Investments sees growth ahead for luxury companies like Swatch and Richemont despite the recent drop in share price. This is because millennials are driving growth in the luxury sector, with luxury companies increasingly embracing digitalization and looking at how to attract this new demographic.
Amanda Kayne
"A weaker oil price will be beneficial for most Asian markets," says Daryl Liew of Reyl Singapore
As oil prices fall to the lowest in at least six weeks, OPEC, Russia, and other large producers prepare to meet in Vienna this week. According to Daryl Liew, head of portfolio management at Reyl Singapore, markets believe that an increase in oil production will be decided.
Amanda Kayne
"A sharp slowdown in Europe is an issue," Norman Villamin of UBP
With more trade discussions on the way and Brexit still unresolved, Europe could face a slowdown. Nevertheless, Norman Villamin, Chief Investment Officer at UBP, still believes in growth for the eurozone.
Ana Maria Montero
"We are still risk on," says Antoine Lesne of State Street Global Advisors
According to Antoine Lesne, head of SPDR ETF strategy and research at State Street Global, a good 80 percent of the capital inflows in ETF this year have been into those investing in equities. When it comes to inflows in bond markets, the focus is on bonds with a shorter duration.
Hannah Wise
We need to educate ourselves more on how to make financial decisions, says economist Annamaria Lusardi
The Italian-born economist Annamaria Lusardi is on the forefront when it comes to fighting financial illiteracy. In the interview with CNNMoney Switzerland, she talks about her findings and how to improve the understanding of fundamental concepts.
Amanda Kayne
Good governance is a challenge for Swiss corporations like Raiffeisen
The Financial Market Supervisory Authority (FINMA) has concluded its investigation into Swiss bank Raiffeisen, saying it identified “serious shortcomings” in its governance. One issue with the third-largest banking group in Switzerland is its corporate structure. According to Daniel Bühr, partner at Lalive, it is a challenge to have effective control functions in place even though there is no control by shareholders like in a public company.
Ana Maria Montero
Swiss clients who have been to China are interested in investing there, says Jian Shi Cortesi of GAM
Global index compiler MSCI included 226 Chinese large-cap A shares on its MSCI Emerging Markets Index and other global indexes as of June 1. According to Jian Shi Cortesi, fund manager at GAM, this will increase foreign participation and help the market to become more mature.
Ana Maria Montero
Economist: No reason for the ECB to make today’s announcement
The European Central Bank (ECB) wants to end its bond-buying program by the end of the year. To many this came as a surprise, says Markus Schomer, chief economist at PineBridge Investments. The ECB is signalling that it is quite confident that the outcome of the Italian election will have an impact on the markets.
Hannah Wise
Trade will still go on despite Donald Trump trying to disrupt it, says Peter Rosenstreich of Swissquote
Peter Rosenstreich, head of market strategy at Swissquote, says that Switzerland, as a small open economy, will be impacted by what the U.S. Fed and the ECB decide. In his interview with Hannah Wise, Rosenstreich starts by explaining what the AT&T-Time Warner deal means for Europe.
Hannah Wise
Gender diversity increases corporate performance, says Anne Tolmunen of AXA
Better financial return and better governance, that is what gender diversity can bring to companies, according to Anne Tolmunen, portfolio manager at AXA Investment Managers. All countries have to do better to promote women's role in the workplace, says Tolmunen.
Ana Maria Montero
Swiss companies "indirectly affected by trade sanctions"
Despite some clouds gathering on the global trade horizon, Panagiotis Spiliopoulos, head of research at Vontobel, does not foresee much damage being done to Swiss companies. With the exception of big industrial players like ABB or Sulzer, he says, there is not much to worry about. Additionally, higher interest rates could be a boon to banks and insurers.

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