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Quarterly insight from our fixed income 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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Tim Winstone, corporate credit portfolio manager, considers the potential opportunities created by the approach of a key European Union regulatory deadline for legacy debt at banks.
Powerful secular themes are still the main driver to long-term tech earnings growth.
Why US support for waiving intellectual property protections for COVID-19 vaccines does not spell the end of biotech growth.
Sector and style behaviour within equity markets has become more defensive, consistent with a cautionary message for economic prospects from monetary trends, argues Simon Ward, Economic Adviser.
John Bennett and Tom O’Hara, European equities portfolio managers, explain why investing in so-called high ESG risk companies can prove to be beneficial as an active manager.
Chinese economic growth has fallen short of forecasts so far in 2021 and monetary trends suggest further weakness without PBoC action, argues Simon Ward, Economic Adviser.
Olivia Gull, Analyst on the Governance and Responsible Investment Team, examines how pharmaceutical companies are addressing the issue of inequitable access to medicine, specifically in low and middle-income countries.
With an economic recovery underway, cyclical-growth stocks are positioned to join secular-growth companies in propelling tech sector earnings higher over the midterm, states portfolio manager Denny Fish.
Further PMI strength in April likely reflects temporary factors and the monetary signal for future direction remains negative, argues Simon Ward, Economic Adviser.
Corporation taxes may be on the rise but a withdrawal of pandemic-related subsidies is a more immediate threat to profits optimism, argues Simon Ward, Economic Adviser.
Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on 2021 so far and looks ahead to the opportunities in the world of sustainability.
Property equities portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl discuss the impact of rising expectations for inflation and interest rates on listed real estate.