For qualified investors in Switzerland

Global Perspectives

Corporate Debt Index

The Corporate Debt Index is a study into trends in company indebtedness around the world.

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 tapering: why the 2013-14 playbook could be misleading
Global Perspectives

Fed tapering: why the 2013-14 playbook could be misleading

The initial market response to the Fed’s tapering signal recalls 2013-14 but the global economic backdrop is weaker now than then, argues Simon Ward, Economic Adviser.

Sustainable investing – why a low-carbon approach matters
Investment Viewpoints

Sustainable investing – why a low-carbon approach matters

Climate change is the greatest environmental and social challenge that the world has ever faced. There is an urgent need to transition to a low-carbon economic model in order to reverse the manmade damages made to the environment. Not doing so would risk health, livelihoods, food security, water supply, human security and economic growth. The

The taper is (almost) here: what it means for bond investors
Quick Views Interest rates

The taper is (almost) here: what it means for bond investors

The imminent arrival of tapering by the US Federal Reserve amplifies challenges facing bond investors.

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.

ESG and Women – product design matters

ESG and Women – product design matters

Businesses often fall short of the requirements that make a gender-neutral product genuinely inclusive for women. So, how can companies incorporate truly inclusive design?

China’s economic rebalancing casts a cloud on property

China’s economic rebalancing casts a cloud on property

Fixed income portfolio managers Jennifer James and Tom Ross consider how efforts to rebalance the economy in China are having far-reaching implications.

Natural resources: paving the way towards net zero

Natural resources: paving the way towards net zero

Natural resources play a key role in combatting climate change, with exciting opportunities for investors.

Global earnings momentum fading before Evergrande
Global Perspectives

Global earnings momentum fading before Evergrande

The Evergrande crisis could add to cyclical headwinds but a global industrial / earnings slowdown was already under way, argues Simon Ward, Economic Adviser.

Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity

Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity

While near-term risks exist, the trajectory of emerging markets remains on stable footing

Is UK money growth normalising?
Global Perspectives

Is UK money growth normalising?

The Bank of England bears significant responsibility for the current inflation upsurge but a sharp policy reversal could compound the error, argues Simon Ward, Economic Adviser.

No recovery in global money growth in August
Global Perspectives

No recovery in global money growth in August

Monetary trends have yet to signal an end to the current economic slowdown phase, argues Simon Ward, Economic Adviser.

Drug-pricing reform an uphill battle

Drug-pricing reform an uphill battle

Why the push for government-negotiated drug prices could prove to be a Sisyphean task.