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Global Perspectives

Market GPS Investment Outlook 2021

What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.

Equity Perspectives

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

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the risks and opportunities ahead.

Alternative Perspectives

Insight from our alternatives team 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.

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How are China’s stock markets developing and evolving?

How are China’s stock markets developing and evolving?

China equities portfolio manager May Ling Wee discusses the buoyant initial public offering (IPO) market and the impact of ‘re-shoring’ and rising cross-border flows on Chinese markets.

Is global reflation priced in?
Global Perspectives

Is global reflation priced in?

Changes in economic optimism drive market moves and current bullishness implies limited room for further upgrades, argues Simon Ward, Economic Adviser.

Taking stock of the mining sector

Taking stock of the mining sector

Tal Lomnitzer discusses the drivers of change in the mining sector and why ESG credentials matter in the move towards a digitised, electrified and fossil fuel-free future.

Resources in 2021: A year of transformation

Resources in 2021: A year of transformation

Portfolio manager Daniel Sullivan discusses what may lie ahead for the mining, energy and agriculture sectors in 2021 and beyond.

UK inflation forecast update
Global Perspectives

UK inflation forecast update

Simon Ward, Economic Adviser, sets out the case for expecting UK CPI inflation to overshoot Bank of England and consensus forecasts.

Monetary deficit finance and medium-term inflation
Global Perspectives

Monetary deficit finance and medium-term inflation

Government reliance on banking systems to finance unprecedented peacetime deficits is laying the foundation for a lasting inflation pick-up, argues Simon Ward, Economic Adviser.

Reflation optimism at risk of near-term disappointment
Global Perspectives

Reflation optimism at risk of near-term disappointment

Global industrial momentum appears to have peaked and is forecast to move lower into Q2. This poses a risk to reflation-positioned markets.

Considerations for higher yields

Considerations for higher yields

Head of US Fixed Income Greg Wilensky explains why investors should consider how much interest rate risk they have in their portfolios, and make sure it is appropriate for their needs.

Welcome to Flow World

Welcome to Flow World

Large-scale trading activity periodically creates short-term dislocations. Portfolio Manager Aneet Chachra considers the investment opportunity around these flow-driven price moves.

A fertile ground for European smaller companies stock pickers in 2021

A fertile ground for European smaller companies stock pickers in 2021

European smaller companies managers Rory Stokes and Ollie Beckett discuss their outlook for the asset class in 2021.

European equities: will value prove victorious in 2021?

European equities: will value prove victorious in 2021?

Nick Sheridan, European equities portfolio manager, explains why 2021 could be the year for value as economies recover from the coronavirus pandemic.

China: what can investors expect in the year of the metal ox?

China: what can investors expect in the year of the metal ox?

China equities manager May Ling Wee highlights the key opportunities and risks facing the asset class in 2021.