insights.

US unemployment is currently a source of market concern, but is the world’s biggest economy really headed for a recession? 

Economic indicators currently offer mixed signals. Can nowcasting provide a more coherent guide for where the investment cycle is heading?

Is a rotation towards small cap stocks underway? Simply put investigates the data and the implications for multi-asset investors.

Which circularity solutions are attracting private capital, and what science and policy developments are helping make plastics more sustainable? 

We compare CHF-denominated bonds with foreign-currency bonds to assess what might make the most sense for Swiss investors.  

This issue of Fallen angels radar monitors progression in corporate credit ratings and how our active management approach seeks the best recovery potential.

Analysing market returns for each US election period from 1964, we ask: should multi-asset investors increase diversification before the November vote?

This Q&A explores the investment philosophy behind our World Brand strategy. How do we spot companies with the most potential for alpha?