US financials under pressure and tech stocks rising as bond yields fall

US financials under pressure and tech stocks ...

JULIUS BAERJULIUS BAER

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US-Iran de-escalation and South Korea’s USD 1.3 trillion spending plan

US-Iran tensions eased over the weekend, supporting risk sentiment going into the new week. However, Asian markets are mixed despite South Korea's pledge of major semiconductor investment, as tech sector concerns temper enthusiasm. Markus Wachter from our Technical Analysis team ...  Show more

 . 16min 27sec
The View Beyond: An investor's perspective of the mid-year outlook 2026

With 2026 at its midpoint, investors are navigating an environment marked by geopolitical tensions, persistent inflation, and shifting growth dynamics across major economies. How are asset allocators responding, and what does this mean for portfolio construction in the months ahe ...  Show more

 . 41min 23sec

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