For qualified investors in Switzerland
2022 INVESTMENT OUTLOOK
How should investors prepare for 2022?
Set the course with our Market GPS Investment Outlook
Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.
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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With an initial rate hike just around the corner, attention now turns to how the Federal Reserve will manage its balance sheet reduction.
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.
Hamish Chamberlayne reflects on the last quarter of 2021 and looks ahead to the opportunities in the world of sustainability.
Labour market healing is incomplete and could be about to stall, argues Simon Ward, Economic Adviser.
Recent soft data suggest that the Fed’s “hawkish pivot” was ill-timed, argues Simon Ward, Economic Adviser.
Simon Ward, Economic Adviser, argues that recent market moves should not be read as endorsing economic optimism.
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.
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.
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.
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.
As the global economy normalises, tech stocks could benefit from a convergence of secular and cyclical forces.
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.