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    Fixed income: is geopolitics now trumping rates as the dominant force in markets?
    fixed income

    Fixed income: is geopolitics now trumping rates as the dominant force in markets?

    As geopolitics increasingly trumps rate-moves in fixed-income markets, how should investors respond?
    Economic growth outlook moderates as major risks loom
    cross asset

    Economic growth outlook moderates as major risks loom

    Despite a turbulent first half, we expect economic growth to remain resilient; yet, looming risks could also precipitate a hard landing.
    Multi asset: resilience in a V-shaped market recovery
    multi-asset

    Multi asset: resilience in a V-shaped market recovery

    V-shaped recoveries test the resilience of risk-based strategies, but continuous research can reinforce processes ahead of future episodes. 
    Think high-yield bonds, but with better liquidity – 3 advantages of a more efficient approach
    fixed incomeLiquid Global High Yield
    fixed incomeLiquid Global High Yield

    Think high-yield bonds, but with better liquidity – 3 advantages of a more efficient approach

    Lower trading costs, better volumes and reduced turnover are three liquidity advantages available to high-yield investors willing to take a more efficient approach. 
    US economy: peak uncertainty as growth indicators misfire
    multi-assetAll Roads
    multi-assetAll Roads

    US economy: peak uncertainty as growth indicators misfire

    Key indicators for the US economy are out of touch with real-world growth, creating uncertainty. Are they losing their predicative power?
    What does the cautious Swiss interest rate cut mean for investors?
    fixed incomeSwiss Franc bonds
    fixed incomeSwiss Franc bonds

    What does the cautious Swiss interest rate cut mean for investors?

    At its June policy meeting, the Swiss central bank responded to currency strength and inflation weakness by taking key interest rates to zero.
    How have the equity market’s risk and return dynamics changed in 2025?
    multi-assetAll Roads
    multi-assetAll Roads

    How have the equity market’s risk and return dynamics changed in 2025?

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