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Swiss bonds: why active investing deserves a second look
fixed income

Swiss bonds: why active investing deserves a second look

Active investing deserve a second look, especially for less liquid assets like Swiss bonds. We break down how such strategies can add value. 
Convertible bonds for the ups and downs of uncertainty
convertibles

Convertible bonds for the ups and downs of uncertainty

Convexity, growth exposure and diversification: this Q&A explores why convertible bonds benefit investors in uncertain times.
The economics of decarbonisation make the net-zero transition Trump-proof
fixed income

The economics of decarbonisation make the net-zero transition Trump-proof

The net-zero frontline is not in the Oval Office but in high-emission industries, especially in China. Core fixed-income investing with decarbonsiation analysis can help portfolios adapt.
US credit-default swaps show rising risk. Should investors worry?
multi-assetAll Roads
multi-assetAll Roads

US credit-default swaps show rising risk. Should investors worry?

Rising spreads and curve flattening on US credit-default swaps indicate market nervousness about the nation’s public finances. Should investors reduce risk?
Keeping equity portfolios aligned to decarbonisation as US climate policy reverses
equitiesTNZ equities
equitiesTNZ equities

Keeping equity portfolios aligned to decarbonisation as US climate policy reverses

As the US repeals climate policies, what are the potential consequences on the implied temperature rise (ITR) of equity portfolios?
Key problems with high-yield bond investing – and steps toward a solution
fixed income

Key problems with high-yield bond investing – and steps toward a solution

Liquidity, performance, costs – we explore these high-yield credit problems and suggest a potential solution.
Sustainable investing: the perspective of the asset owner
sustainable investment

Sustainable investing: the perspective of the asset owner

Asset owners at our recent Transition Investment Summit made their case for why sustainable investing remains imperative, despite near-term challenges.
The here and now: when markets react more to short-term conditions
multi-assetAll Roads
multi-assetAll Roads

The here and now: when markets react more to short-term conditions

Since 2020, markets have focused on current rather than future economic fundamentals. Will this short-termism last?
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