For qualified investors in Switzerland

Global Perspectives

Global Dividend Index

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

Decarbonisation in EM Index

Perspectives and insights on Mexico, Central America and the Caribbean, and South America.

Sovereign Debt Index

A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.

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Maintaining focus in challenging markets

Maintaining focus in challenging markets

In this interview, Doug Rao, US equities portfolio manager, discusses the key themes that investors should be aware of in a changing market environment.

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.

Anatomy of a ‘good’ company

Anatomy of a ‘good’ company

David Barker, analyst on the Pan European Equity Strategy managed by Jamie Ross, considers the detailed research process underpinning stock selection.

The Importance of Diversifying U.S. Equities Through an Uneven Recovery

The Importance of Diversifying U.S. Equities Through an Uneven Recovery

In our view, the shifting nature of the COVID economic recovery has brought into focus the potential value of owning diversifying equity assets.

Growth in the next phase of recovery

Growth in the next phase of recovery

While the potential for ongoing volatility exists, we remain constructive on the prospects for growth.

The market’s tug-of-war

The market’s tug-of-war

Portfolio Manager Doug Rao explains why stock valuations and interest rates are engaged in an ongoing tug-of-war as investors evaluate the potential breadth and depth of the economic recovery.