For qualified investors in Switzerland

Global Perspectives

Fixed Income Perspectives

Quarterly insight from our fixed income 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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“Cyclical” equities – risk or opportunity?

“Cyclical” equities – risk or opportunity?

The MSCI World cyclical sectors index last week briefly reached a new record relative to the companion defensive sectors index, seemingly ignoring a soft global economy and the negative impact of the coronavirus shock.

Coronavirus uncertainty likely to force Fed’s hand

Coronavirus uncertainty likely to force Fed’s hand

Co-Head of Global Bonds Nick Maroutsos explains why markets reacted as they did in the face of the spreading coronavirus and why the US Federal Reserve (Fed) will ultimately have to cut rates to account for the outbreak’s economic impact.

Markets fear a global coronavirus pandemic

Markets fear a global coronavirus pandemic

Paul O’Connor, Head of the UK Multi-Asset Team, considers the potential impact on global economic growth as concerns grow about the spread of the COVID-19 coronavirus beyond China.

Reflecting on coronavirus’ impact on bond markets

Reflecting on coronavirus’ impact on bond markets

Co-Head of Global Credit Research and Portfolio Manager, John Lloyd, discusses the large moves yesterday (Monday 24 February, when the video was recorded) in many fixed income markets due to heightened coronavirus concerns and outlines the benefit of active management amid the volatility.

Covid-19: assessing the impact on property markets

Covid-19: assessing the impact on property markets

Xin Yan Low, Guy Barnard and Tim Gibson from the Global Property Equities Team, discuss the current impact of the coronavirus outbreak and how it is playing a part in the evolving real estate landscape.

Has the virus shock improved monetary prospects?

Has the virus shock improved monetary prospects?

The global manufacturing PMI new orders index reached a 13-month high in January but narrow money trends suggested that it was on course to peak around April and relapse into mid-year.

Coronavirus contagion concerns
Quick Views China Coronavirus

Coronavirus contagion concerns

Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the potential impact of the Wuhan Novel Coronavirus from a purely asset allocation perspective.

Chinese PMI softening before virus hit

Chinese PMI softening before virus hit

Chinese recovery hopes were boosted by a rise in the Markit manufacturing PMI to a 35-month high in November.