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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Meeting the need for a sustainable and resilient water system

Meeting the need for a sustainable and resilient water system

Hamish Chamberlayne, Head of Global Sustainable Equities, discusses how businesses are changing the way we use and consume water.

G7 money trends promising 2023-24 inflation relief

G7 money trends promising 2023-24 inflation relief

Recent monetary trends, if sustained, are consistent with inflation rates returning to target by 2024, argues Simon Ward, Economic Adviser.

Earth Day 2022: investing in climate literacy to manage risk

Earth Day 2022: investing in climate literacy to manage risk

The importance of establishing consistent frameworks for businesses to incorporate climate risk into their strategies and operations.

Global Perspectives Podcast: How much is stagflation a concern for REITs?

Global Perspectives Podcast: How much is stagflation a concern for REITs?

Views on the impact of stagflation concerns, rising rates and higher input costs on the real estate investment trusts (REITs) sector.

Long-term trends in EM: a growing focus on ESG

Long-term trends in EM: a growing focus on ESG

ESG factors are becoming increasingly important in the analysis of EM companies.

Research in Action Podcast: Tech’s mega themes show no signs of slowing

Research in Action Podcast: Tech’s mega themes show no signs of slowing

Rising interest rates have weighed on technology stock multiples, but investors shouldn’t lose sight of the sector’s powerful secular trends.

PCS signal and noise: The yield curve and the US economy

PCS signal and noise: The yield curve and the US economy

The Signal and Noise series from the Portfolio Construction and Strategy Team seeks to identify historical patterns and precedents through which we can view current market challenges.

Yield curve inversion: warning or opportunity for sterling corporate bonds?

Yield curve inversion: warning or opportunity for sterling corporate bonds?

Despite a challenging start to 2022 for sterling corporate bonds, the market’s risk perception for the asset class is short of elevated levels. Should investors look through the recent volatility, they will find attractive levels of yields that remain backed by strong corporate fundamentals.

Five questions fixed income investors are asking in 2022

Five questions fixed income investors are asking in 2022

Our fixed income teams consider monetary policy-related conundrums and where, outside of policy, they see opportunities and risks for investors.

Beyond the noise: just another rollercoaster

Beyond the noise: just another rollercoaster

Sticking with sectors that now look entrenched in a post-pandemic world can help investors navigate the new storm of rising rates, inflation and geopolitical uncertainty.

Opposing Forces

Opposing Forces

A look at potential economic outcomes as central banks seek to maintain growth while stamping on inflation.