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Multi asset: rethinking allocations as rates fall
Multi-assetAll roads
Multi-assetAll roads

Multi asset: rethinking allocations as rates fall

The rate-cutting cycle has begun. Our Multi Asset team offers key takeaways in the three-year anniversary edition of quarterly Simply put.
Are markets already too expensive?
Multi-assetAll roads
Multi-assetAll roads

Are markets already too expensive?

Markets have been buoyed by the Fed and China’s stimulus. Are they pricing in too much good news? Simply put offers compelling insights.  
Swiss central bank opens door to more rate cuts
Fixed Income

Swiss central bank opens door to more rate cuts

An eventful Swiss National Bank meeting marked the end of Thomas Jordan’s reign and delivered a rate cut. Is further policy easing in store?
Semigods: winners in the US vs China tech race
Multi-asset

Semigods: winners in the US vs China tech race

As generative artificial intelligence triggers a global technology-upgrade supercycle, how is the US-China semiconductor rivalry influencing the opportunity set?

Unstoppable solar: powering the energy transition
TNZ equities

Unstoppable solar: powering the energy transition

Convention urges caution when geopolitical tensions intensify, but the US-China technology rivalry is reshaping where investment opportunities can be found.  

Fitter, happier, more productive with generative artificial intelligence?
Equities

Fitter, happier, more productive with generative artificial intelligence?

AI can help ageing populations thrive by improving healthcare outcomes and augmenting the professional expertise of the older generation.  
 
Rethinking adversity to seize opportunity
Corporate

Rethinking adversity to seize opportunity

For investors, what do geopolitical tensions, artificial intelligence and the net-zero transition have in common? The need to rethink, and to find opportunity in adversity. 
Is the US dollar too expensive?
Multi-assetInstitutional
Multi-assetInstitutionalMulti-assetWholesaleAll roads

Is the US dollar too expensive?

Can the US dollar remain a safe-haven currency? Simply put discusses whether a richening of the dollar could impact its diversification potential.

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