Publications

Beware of the monetary regime change in Japan

Japan is emerging from three decades of stagnation and facing a monetary shift. Jean-Christophe Rochat analyzes the impact of the Bank of Japan's rate hikes and the risks weighing on financial markets and investors.

In his latest article published today on Allnews, Jean-Christophe Rochat, Chief Investment Officer, delves into the consequences of Japan’s monetary regime change. After decades of stagnation, Japan is experiencing moderate growth but now must navigate inflationary pressures and their impact on financial markets.

Jean-Christophe Rochat highlights the Bank of Japan's often-criticized timing and the potential risks for risky assets, especially regarding the Yen carry trade. This monetary shift could have international repercussions, especially with the prospect of a global recession and the upcoming U.S. elections.

👉 Read the full analysis, published on Allnews, on October 9, in French : Gare au changement de régime au Japon | Allnews

October 09, 2024

Publications

Third Pillar: Between Tax Opportunities and Uncertainty Over Taxation

From 1st January 2025, a major reform of the third pillar has come into effect, introducing the possibility of making retroactive buy-ins.

March 06, 2025

Publications

Europe at a Crossroads

In his latest article published in Allnews, Jean-Christophe Rochat analyses the key dynamics at play and the challenges ahead

February 19, 2025

Publications

The tokenization of financial assets: a revolution in the making?

In her latest article for Allnews, Stéphanie Rheinboldt, Senior Equity Advisor, explores the opportunities and prospects offered by the tokenisation of financial assets.

February 13, 2025