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Swiss central bank opens door to more rate cuts
Fixed Income

Swiss central bank opens door to more rate cuts

An eventful Swiss National Bank meeting marked the end of Thomas Jordan’s reign and delivered a rate cut. Is further policy easing in store?
Webinar | Net-Zero investing
loim tubeInstitutional
loim tubeInstitutionalWholesaleFixed IncomeTNZ Fixed IncomeEquitiesTNZ equities

Webinar | Net-Zero investing

How can investors prepare for this transition? Our TargetNetZero webinar will try and answer this question. Register, and join us to find out more.

Swiss bonds: the benefits vs foreign-currency bonds
investment viewpointsInstitutional
investment viewpointsInstitutionalFixed IncomeSwiss Franc bonds

Swiss bonds: the benefits vs foreign-currency bonds

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

Fixed income: tactical descents, structural opportunities
Fixed IncomeFixed Income
Fixed IncomeFixed IncomeWholesaleInstitutional

Fixed income: tactical descents, structural opportunities

We explain our duration and credit positioning amid interest-rate cuts and tight corporate spreads, and explore a hedging solution across macro regimes.

CIO views: sharpening an information edge
cross assetFixed Income
cross assetFixed IncomeWholesaleEquitiesMacroMulti-assetAlternatives.ConvertiblesInstitutional

CIO views: sharpening an information edge

How can investors find an edge in today’s overload of information? Our CIOs across asset classes consider how to filter out the noise, make sense of data and focus on alpha.

Can the SNB pause now?
Fixed IncomeFixed Income
Fixed IncomeFixed IncomeRegionalSwiss Franc bonds

Can the SNB pause now?

The Swiss National Bank once again chose to lower interest rates at its June meeting. What does the move reflect about the SNB’s views on inflation and growth, and should we expect more cuts? 

Managing liquidity risk in Swiss bond portfolios
Fixed IncomeFixed Income
Fixed IncomeFixed IncomeRegionalSwiss Franc bonds

Managing liquidity risk in Swiss bond portfolios

Swiss bond portfolios are always exposed to a certain amount of liquidity risk, even though the market trades daily. We outline how to adequately manage these risks.

3 years of TargetNetZero investment-grade credit
Fixed IncomeTNZ Fixed Income
Fixed IncomeTNZ Fixed Income

3 years of TargetNetZero investment-grade credit

Three years since launching our high-conviction, net-zero-focused credit strategies, we assess the progress made towards their financial and climate objectives.

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