For qualified investors in Switzerland
2022 INVESTMENT OUTLOOK
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Corporate Debt Index
The Corporate Debt Index is a study into trends in company indebtedness around the world.
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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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Jamie Ross, European equities portfolio manager, identifies some of the COVID-19 recovery trade opportunities that have slipped under the radar amid the COVID bounce and discusses portfolio positioning for the rest of 2021.
Global monetary data surprised negatively in Q2, suggesting dimming economic prospects unless China eases soon, argues Simon Ward, Economic Adviser.
Portfolio manager May Ling Wee discusses China’s challenges and responses to an ageing population and what this means for investors.
Diversified alternatives portfolio managers Andrew Kaleel, Mathew Kaleel and Maya Perone discuss the impact of rising rates on traditional asset classes and trend-following strategies.
Portfolio manager Steve Johnstone looks at the dominance of thematic market factors in determining market movements since the start of the pandemic, considering what the return of idiosyncratic risk in 2021 might mean for investors.
The Bank of England is facing an inflation headache despite help from a basket reweighting distortion, argues Simon Ward, Economic Adviser.
The Supreme Court’s decision to uphold the legislation may finally bring an end to challenges to the law and further expand health care in the US
A new drug targeting a common mutation found in tumors represents a breakthrough in cancer therapy and a potential new source of growth for biopharma.
Portfolio Manager Luke Newman considers the role that absolute return can play in improving diversification for investors concerned about equity/bond risk in the post-pandemic era.
Weak May monetary data strengthen the case for early PBoC policy easing, argues Simon Ward, Economic Adviser.
Nick Sheridan, European value portfolio manager, explains why he expects value investing to return to the fore.
Greg Wilensky and Jason England explain that even with an update to its interest rate projections that is perhaps overdue, the Fed can afford to be patient.