insights.

Supportive macroeconomic trends – including expected US rate cuts, regional growth and policy momentum – support Asia fixed income. We share our H2 outlook.

As geopolitics increasingly trumps rate-moves in fixed-income markets, how should investors respond?

Despite a turbulent first half, we expect economic growth to remain resilient; yet, looming risks could also precipitate a hard landing.

V-shaped recoveries test the resilience of risk-based strategies, but continuous research can reinforce processes ahead of future episodes. 

Lower trading costs, better volumes and reduced turnover are three liquidity advantages available to high-yield investors willing to take a more efficient approach. 

Key indicators for the US economy are out of touch with real-world growth, creating uncertainty. Are they losing their predicative power?

At its June policy meeting, the Swiss central bank responded to currency strength and inflation weakness by taking key interest rates to zero.

2025 has upended equity trends, turning laggards into leaders and vice versa; but has this rotation had a similar impact on risk?