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Why the unexpected Swiss interest-rate cut?
investment viewpoints Institutional
investment viewpoints Institutional Wholesale Fixed Income Swiss Franc bonds

Why the unexpected Swiss interest-rate cut?

The Swiss National Bank surprised with an interest rate cut at its March meeting. What drove monetary policy and how does it impact fixed income investors?

Investing in a new usage model to cut plastic packaging
investment viewpoints Asset Management
investment viewpoints Asset Management Investment strategies DC DB Banks Wholesale Official institutions Third party asset managers Geronne Independants Institutional Consultants Insurance Fund of funds Endowments Sustainable Plastic Circularity Strategy Equities

Investing in a new usage model to cut plastic packaging

How can private-equity investments cut plastic waste? We consider a portfolio company providing concentrated and refillable personal and household products.

Listening to central bankers, not just inflation data
investment viewpoints Institutional
investment viewpoints Institutional Multi-asset Wholesale

Listening to central bankers, not just inflation data

How does the tone of central banks affect interest-rate expectations beyond data? Simply put listens in for a steer on future policy. 

Swiss bonds: how important are credit ratings?
investment viewpoints Institutional
investment viewpoints Institutional Wholesale Fixed Income Swiss Franc bonds

Swiss bonds: how important are credit ratings?

Credit ratings are an important indicator, but they are just one piece of the puzzle for bond investors. We explain the shortcomings and why investment decisions should not be based on ratings alone. 

Plastic waste: linear today, circular tomorrow
investment viewpoints Asset Management
investment viewpoints Asset Management Investment strategies DC DB Banks Wholesale Official institutions Third party asset managers Geronne Independants Institutional Consultants Insurance Fund of funds Endowments Sustainable Plastic Circularity Strategy Equities

Plastic waste: linear today, circular tomorrow

Explore a day in the life of plastic waste today. Then discover the world of tomorrow’s plastic value chain in a circular model.

Will European consumers drive a SMID resurgence?
investment viewpoints Institutional
investment viewpoints Institutional Multi-asset Wholesale

Will European consumers drive a SMID resurgence?

Are European consumers making ‘size’ a fashionable equity factor again? We explain how rising consumption typically benefits domestic small- and mid-cap stocks.

Measuring climate alignment, one temperature at a time
investment viewpoints TNZ equities
investment viewpoints TNZ equities HolistiQ TNZ Fixed Income TargetNetZero Global Convertible Bond

Measuring climate alignment, one temperature at a time

To maximise investment opportunities and reduce climate risk, we use an implied temperature rise metric to identify which companies are decarbonisation leaders.

LOIM Stewardship in 2023: pushing for ambitious action
investment viewpoints Asset Management
investment viewpoints Asset Management corporate sustainability rethink sustainability sustainability sustainable business The CLIC® Chronicles The CLIC® Shapers rethink everything Institutional Consultants DB DC Insurance Official institutions Sustainability Corporate/brand Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers sustainability insights

Stewardship in 2023: pushing for ambitious action

This summary of our stewardship activities in 2023 outlines the key themes from our engagement and proxy voting efforts, as we continued to promote alignment with the sustainability transition and sustainable returns.