FlowBank
Esty Dwek - CIO

Esty Dwek - CIO

As a member of the Executive Committee and FlowBank's Chief Investment Officer (CIO), Esty is responsible for the investment strategy of the bank. She also heads the Market Research department and plays a key role in developing the bank's educational offerings, among other things. Esty Dwek has over 15 years of experience in finance. Most recently she was the head of market strategy for Natixis IM Solutions. Prior to Natixis, Esty was a global strategist with the emerging markets team at Loomis, Sayles & Company. Esty began her career in 2006 at HSBC Private Bank. She holds a B.A. from Princeton University.

PoliticsStock IndexUK

Will the next Prime Minister boost the FTSE?

It’s been a mixed year for UK assets with the British pound plunging on the one hand, while the FTSE 100 has been among the top performing global indices. Will the next Prime Minister influence this dynamic?

MacroAsset Allocation

MonthlyFlow - September 2022

There wasn’t going to be a pivot: The FED crushed any hope of a "dovish pivot", but this should not be a ...

BondsYieldsFixed Income

Equities can’t shrug off bond yields dominance

The rise in global bond yields, fuelled by rising interest rates, has become one of the central themes affecting stock markets. This week’s Jackson Hole Symposium sets the stage for bond market action for the rest of 2022.

ForexEURCHFUSDCHFswiss franc

CHF supports not waning yet | USDCHF & EURCHF

The reversal in fortune for the Swiss Franc has been one of the more interesting market stories this year. Following initial weakness as the US Dollar soared higher over Q1 & Q2, the Swiss Franc has since rebounded almost 7% ...

StocksStock IndexDAX40

DAX 40: How is it Holding Up so Well?

With Germany on the verge of a winter power crisis and a possible recession, it’s a wonder the country’s benchmark index the DAX 40 is holding up so well.

StocksTechnology

Chinese chip producers are growing fast

China's chip industry is growing faster than anywhere else in the world, after US sanctions against local champions, from Huawei to Hikvision, whetted the appetite for local manufacturers.

MacroAsset Allocation

If the US sneezes...

With a second consecutive quarter of negative growth, the question of a US recession is becoming a hotly debated topic. But, in our view, it would be hasty to declare defeat. Indeed, if you look more closely, you ...

CommoditiesEnergyoil

Crude Oil Price: Weak Growth & Energy Rationing

There has been a significant breakdown in crude oil prices this week. WTI crude fell below $90 while Brent is back under the psychologically and technically significant $100 level.

StocksTechnology

Should I buy or sell Bobst shares?

The main shareholder of Bobst Group SA, JBF Finance SA, which belongs to the Bobst family, launches a public tender offer for all Bobst shares held by the public. JBF Finance, which already holds 53% of the shares ...

MacroAsset Allocation

MonthlyFlow - August 2022

Signs of disinflation are starting to appear, but may take time to materialise

CommoditiesGoldPrecious metals

What Will it Take for Gold to Turnaround?

Gold prices have suffered sharply across 2022 with the market pulling back from initial strength to sink around 18% from YTD highs, now down around 7% from the yearly open.

Asset AllocationInvestingStock Index

Summer Trading: Calm or just the Storm?

With traders in the Northern hemisphere now entering the summer period, a key question is around market volatility. Will market action in July and August be calmer or will the recent volatility continue?

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