Archives: Publications

Solar Market Analysis

Solar segment growth has picked up since 2019/20 and should clearly accelerate, and not only in Europe, because of the Energy crisis due to the Russian Gas crisis.

MARKET INSIGHT – September 2022

Feeling the effects of another shift in investor psychology.
We have grown accustomed to swift and substantial changes in investor sentiment over the past nine months, both on the economic front and with respect to financial markets.

China’s Milestone Moment for Markets Now a Distant Memory

(Bloomberg) — Sentiment toward China’s frayed financial markets looks to be on its last legs with rebounds that don’t last, inflows that don’t stick and vows of more action from Beijing that keep falling flat.

Current situation of the electricity market in Switzerland

Visit to the new Nant de Drance turbine pumping plant with one of the engineers in charge of the site and a production and risk planning manager from the Alpiq Group, the facility’s main shareholder. This is the second most powerful turbine pumping station in Switzerland (900 MW, the capacity of a large nuclear plant), located between the two Emosson dams.

MARKET INSIGHT – August 2022

The worst is still possible although not necessarily probable.
The combination of a bond rally and the first earnings releases, which in general have shown companies’ resilience, have enabled a pronounced rebound in the main stock market indices over the past month.

MARKET INSIGHT – July 2022

The earnings season: decisive for the coming weeks.

Much has been said and written about the “extreme” conditions prevalent on the markets in June. Recent weeks have seen increased volatility, a bond crash and a slide into bear market territory, with inflation higher than expected in the United States and central banks accelerating the shift in their monetary policy.

MARKET INSIGHT – June 2022

Searching for the equilibrium interest rate

Beyond the geopolitical context and Covid-19 containment measures taken in China – which obviously had an impact on financial markets in
recent months – questions about interest rates have caused (high) volatility in financial assets since the start of the year.

MARKET INSIGHT – April 2022

The geopolitical factor vanishes as suddenly as it appeared

The performance of the markets over the past month does not necessarily tie in with the results one might have expected when Russian troops first crossed the border into Ukraine.