insights.

Watch our webinar, ‘Asia Fixed Income Outlook’, which explores allocation preferences across the region.

To mark 3-years of Fallen Angels Recovery, we explore why our active approach was critical and show an investment example in real estate.

Delivering a chunky rate cut at its latest meeting, the Swiss central bank acted decisively in the face of deflationary forces. What comes next?

Security selection is growing more vital in the current market environment, and active management of risk premia can help limit exposure to vulnerable issuers.  

We outline convictions and allocation calls for our long-only strategies, given the US macro picture, Europe’s economic divergence and China’s stimulus.

This edition of Fallen angels radar tracks developments in the investable credit universe over the past quarter, including the downgrade of a UK utility.

The Q4 Alphorum explains our positioning across sovereign markets and credit sectors as the global interest-rate cutting cycle progresses.

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?