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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Alterations at the fast fashion industry

Alterations at the fast fashion industry

Ama Seery, ESG analyst on the Global Sustainable Equity Team, and Charlotte Nisbet, Governance and Responsible Investment Analyst, explore the environmental damage associated with the fast fashion trade and how some companies are changing the shape of the industry.

The political struggle among Hong Kong, China and the United States

The political struggle among Hong Kong, China and the United States

Portfolio Manager Jennifer James explains why she believes China’s introduction of the National Security Law for Hong Kong is more about politics than economics

The case for EM equities

The case for EM equities

A seven-factor checklist for assessing the relative attraction of emerging market equities is giving the most promising message since 2016.

A closer look at explicit portfolio protection

A closer look at explicit portfolio protection

Steve Cain, Diversified Alternatives Portfolio Manager, discusses how incorporating a portfolio protection strategy within Multi Strategy portfolios may offer “crisis alpha” during extreme market conditions.

US money growth above 1881 peacetime high

US money growth above 1881 peacetime high

Incoming monetary news remains strong, supporting the expectation here of a V-shaped global economic recovery accompanied by buoyant markets and an inflationary pick-up in 2021-22.

COVID-19: What will it take to reopen the economy?

COVID-19: What will it take to reopen the economy?

In this latest instalment of our video series exploring the scientific and investment implications of COVID-19, Portfolio Manager Andy Acker and Biotech Analyst Agustin Mohedas discuss lessons learned as economies reopen, the virus’ fatality rate and the latest news in vaccine development.

The ‘Cold War of Technology’: new Huawei restrictions

The ‘Cold War of Technology’: new Huawei restrictions

Global technology portfolio managers Alison Porter, Graeme Clark and Richard Clode provide their views on the latest US restrictions imposed on Huawei and the ramifications for the company’s largest customers and the wider semiconductor industry.

The misunderstood powerhouses of innovation

The misunderstood powerhouses of innovation

Jamie Ross, manager on the Pan European Equity Strategy, explores the power of platform businesses and how the trajectory of their corporate models can often be misunderstood.

Office isn’t the next retail

Office isn’t the next retail

The Global Property Equities Team turn their attention to the office sector and the key question of how will more of us working from home impact the office market?

The quantity theory of wealth, continued

The quantity theory of wealth, continued

A large positive gap opened up between the actual money stock and money demand during the GFC. “Excess” money balances, on the view here, “caused” the subsequent recovery in economic activity and asset prices.

Credit resilience but confusion surrounds longer-term inflation outlook

Credit resilience but confusion surrounds longer-term inflation outlook

Jenna Barnard, Co-Head of Strategic Fixed Income, shares the Strategic Fixed Income Team’s current thoughts and views on bond markets, and addresses the most frequently asked question: is inflation on the rise?

Understanding the science & investment implications (Part 5)

Understanding the science & investment implications (Part 5)

A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.