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Sylvain Matthey-Junod
Swiss-trained lawyer, Sylvain joined the COGES Board of Directors as an independent member in 2023. He has also served as a director of Banque Eric Sturdza SA and its Audit Committee since 2020. Sylvain previously held positions as legal and compliance officer at several wealth management banks, including Pictet and Lombard Odier. He is currently a board member of several banks and asset managers authorized by FINMA and serves as Chairman of the Board of Directors of Ports-Francs et Entrepôts de Genève SA.
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Quarterly Outlook
Disappointed in a good way?
Disappointed in a good way? One year ago, investors were dreading the arrival of a difficult 2023 against a backdrop of high inflation and a probable slowdown or even recession in the United States. However, neither geopolitical factors nor a major banking crisis managed to break US momentum. At nearly 2.5% for the year, US growth […]
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Newsletter
Once again?
Once again? This adage comes to mind in January, as this first month of 2024 saw the pursuit of some of the trends seen last year, either with rising long term rates, or the continued slide of the Chinese economy, not to mention reinforcing concentration of the US market around the “Magnificent Seven”. While the […]
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Newsletter
Wild West Ride
Wild West Ride There are some parallels between the markets we’ve just lived through and the Wild West Ride. February’s equity markets extended the advances that started in November 2023, even though macro signals are deteriorating, with plateauing inflation, long rates on the rise again, and drastic adjustments to rate cuts expectations (from six to […]
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