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Swiss outlook as negative rates bed in
investment viewpointsAsset Management
investment viewpointsAsset Managementfixed incomeSwiss Franc bondsWholesaleThird party asset managersConsultantsInvestment strategiesOfficial institutionsAll RoadsDCBanksSwiss equitiesDBmulti-assetGeronne IndependantsInstitutionalInsuranceEndowmentsFund of funds

Swiss outlook as negative rates bed in

We look at how Swiss economic developments could shape the year ahead, including SNB monetary policy and investments in corporate bonds.

Europe's action plan for sustainable finance
investment viewpointsSustainability
investment viewpointsSustainabilityAsset ManagementWholesaleThemesThird party asset managersDCBanksDBConsultantsOfficial institutionsGeronne IndependantsInstitutionalInsuranceFund of fundsEndowments

Europe's Action Plan for sustainable finance

Maarten Vleeschhouwer on how the EU is working to incentivise and channel private sector investment into green and sustainable development.

Silver spending
investment viewpointsAsset Management
investment viewpointsAsset ManagementWholesaleInvestment strategiesequitiesThird party asset managersConsultantsAll RoadsDCBanksDBOfficial institutionsGolden AgeGeronne IndependantsInstitutionalInsuranceEndowmentsFund of funds

Silver spending

The older generation are growing wealthier. This presents a number of compelling investment opportunities in the consumer discretionary space.

the long-term potential of sustainable brands.
investment viewpointsAsset Management
investment viewpointsAsset ManagementWholesaleInvestment strategiesequitiesThird party asset managersConsultantsDCBanksDBWorld BrandsOfficial institutionsGeronne IndependantsInstitutionalInsuranceFund of fundsEndowments

the long-term potential of sustainable brands.

Companies with a sustainable and prestigious brand have the potential to generate sustainable returns, outperform their peers and enjoy long-term capital growth.

Optimising asymmetric returns
investment viewpointsAsset Management
investment viewpointsAsset Managementfixed incomeConsultantsOfficial institutionsconvertiblesInvestment strategiesalternativesAll RoadsInstitutionalDCmulti-assetDBInsurance

Optimising asymmetric returns

LOIM investment strategies aim to deliver asymmetric returns and are united in their goal of maximizing positive convexity for good value. 

delaying Brexit looks more and more unavoidable.
global perspectivesAsset Management
global perspectivesAsset ManagementWholesaleInvestment strategiesThird party asset managersDCBanksDBConsultantsmacroOfficial institutionsGeronne IndependantsInstitutionalInsuranceFund of fundsEndowments

delaying Brexit looks more and more unavoidable.

We continue to expect cliff-edge effects of Brexit. The most important development is the EU judgement that the UK can now unilaterally withdraw Article 50.

The age of acceleration
investment viewpointsSustainability
investment viewpointsSustainabilityAsset ManagementWholesaleThemesThird party asset managersDCBanksDBConsultantsOfficial institutionsGeronne IndependantsInstitutionalInsuranceFund of fundsEndowments

The age of acceleration

Dr Stephan Sigrist is the founder and head of W.I.R.E., a leading interdisciplinary think tank. He recently led the panel discussion on Megatrends. 

J.P. Morgan’s Healthcare Summit: prices, digitalisation and partnerships.
investment viewpointsSustainability
investment viewpointsSustainabilityAsset ManagementWholesaleThemesThird party asset managersDCBanksDBConsultantsOfficial institutionsGeronne IndependantsCorporateInstitutionalInsuranceFund of fundsEndowments

J.P. Morgan’s Healthcare Summit: prices, digitalisation and partnerships.

The overall sentiment at this year’s J. P. Morgan healthcare conference in San Francisco was, in our view, quietly positive, in stark contrast to the previous year where the excitement was much more palpable. 

Draghi's farewell bazooka: ECB QE here to stay
global perspectivesAsset Management
global perspectivesAsset Managementfixed incomeWholesaleTracker + ESGconvertiblesInvestment strategiesEM local currency debtequitiesThird party asset managersalternativesConsultantsOfficial institutionsGeronne IndependantsBanksmulti-assetDCDBmacroInstitutionalInsuranceEndowmentsFund of funds

Draghi's farewell bazooka: ECB QE here to stay

Mario Draghi may soon bid farewell to the ECB, but QE appears here to stay. The bank unveiled a broad package of policy measures aimed at re-anchoring inflation expectations.

Data: The lifeblood of sustainability
investment viewpointsSustainability
investment viewpointsSustainabilityAsset ManagementWholesaleThemesThird party asset managersDCBanksDBConsultantsOfficial institutionsGeronne IndependantsInstitutionalInsuranceFund of fundsEndowments

Data: The lifeblood of sustainability

The sustainability of a portfolio is only as good as the data and analysis it is built on. 
In today’s world, the availability of data, and our ability to use it to inform investment decisions, is evolving rapidly. 

Central banks need to respond to populism
investment viewpointsAsset Management
investment viewpointsAsset ManagementWholesaleInvestment strategiesThird party asset managersDCBanksDBConsultantsmacroOfficial institutionsGeronne IndependantsInstitutionalInsuranceFund of fundsEndowments

Central banks need to respond to populism

Rising inequality has been an important factor in the rise in populism. It's time to rethink central banks’ function to reflect Behavioral Macroeconomics.

Five megatrends and the future of investment
investment viewpointsSustainability
investment viewpointsSustainabilityAsset ManagementWholesaleThemesThird party asset managersDCBanksDBConsultantsOfficial institutionsGeronne IndependantsInstitutionalInsuranceFund of fundsEndowments

Five megatrends and the future of investment

The sustainability revolution is underway and we believe it is the largest investment driver in recent history. Companies which are not able, or willing, to adapt risk being left behind.

The path of renewable energy
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The path of renewable energy

The growth of renewable and low carbon energy is an important means of mitigating climate change. However, massive flows of finance are needed to accelerate renewable energy investments.

Housing an ageing population
investment viewpointsAsset Management
investment viewpointsAsset ManagementWholesaleInvestment strategiesequitiesThird party asset managersConsultantsDCBanksDBGolden AgeOfficial institutionsGeronne IndependantsInstitutionalInsuranceFund of fundsEndowments

Housing an ageing population

An ageing population presents a number of challenges, including when it comes to basic necessities such as housing. This situation also presents a variety of investment opportunities.