For qualified investors in Switzerland

Global Perspectives

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

Sovereign Debt Index

The Sovereign Debt Index is a long-term study into trends in government indebtedness around the world, the investment opportunities this provides and the risks it presents.

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Fed to the market: one step closer

Fed to the market: one step closer

With an initial rate hike just around the corner, attention now turns to how the Federal Reserve will manage its balance sheet reduction.

Absolute Return: maintain flexibility in 2022
Investment Viewpoints

Absolute Return: maintain flexibility in 2022

How quickly can the world readjust, coming out of a global pandemic? Luke Newman highlights the drivers that will determine the prospects for absolute return in 2022.

Global Sustainable Equity: news and opportunities (January 2022)
Investment Viewpoints

Global Sustainable Equity: news and opportunities (January 2022)

Hamish Chamberlayne reflects on the last quarter of 2021 and looks ahead to the opportunities in the world of sustainability.

Don’t exaggerate UK labour market “strength”
Global Perspectives

Don’t exaggerate UK labour market “strength”

Labour market healing is incomplete and could be about to stall, argues Simon Ward, Economic Adviser.

Has the Fed called the top in growth (again)?
Global Perspectives

Has the Fed called the top in growth (again)?

Recent soft data suggest that the Fed’s “hawkish pivot” was ill-timed, argues Simon Ward, Economic Adviser.

Equity rotation consistent with liquidity squeeze
Global Perspectives

Equity rotation consistent with liquidity squeeze

Simon Ward, Economic Adviser, argues that recent market moves should not be read as endorsing economic optimism.

The case for emerging market equities

The case for emerging market equities

The Janus Henderson Emerging Market Equity Team believes that a multi-lens approach is necessary to effectively identify the most attractive opportunities and risks within these regions.

Flattening is not flattering

Flattening is not flattering

The recent flattening of yield curves is incongruous to the beginning of a hiking cycle. The Global Bonds team examines the drivers of these dynamics and the team’s expectations for 2022.

A “monetarist” perspective on current equity markets – January 2022
Global Perspectives

A “monetarist” perspective on current equity markets – January 2022

Global real money trends are sending a downbeat signal for the economy and markets but could improve during H1 as inflationary pressures cool, argues Simon Ward, Economic Adviser.

Absolute return in 2022: judging an uncertain harvest

Absolute return in 2022: judging an uncertain harvest

Will markets continue to be at the mercy of COVID-19 variants? Portfolio manager Robert Schramm-Fuchs considers the challenges posed to monetary policymakers and growth expectations by the pandemic in 2022.

Global technology markets seek normalcy in 2022

Global technology markets seek normalcy in 2022

As the global economy normalises, tech stocks could benefit from a convergence of secular and cyclical forces.

Global equities: focus on the predictable

Global equities: focus on the predictable

Global Equity Portfolio Manager Gordon Mackay believes investors should focus on more predictable long-term secular trends, which can be powerful tailwinds for certain businesses.