insights.

We discuss why our investment conviction in decarbonisation remains strong and explore how the net zero component added value to our equities strategy in 2024.

At its March policy meeting, the Swiss central bank expressed caution about global uncertainties as it took key interest rates below neutral.

As macro concerns gather, our rules-based All Roads strategy adjusts, keeping stability, predictability and liquidity in mind.

The market shift to Europe from the US and to value from growth, amid an uncertain economic backdrop, underlines the value of active investing. 

Recent data shows the US economy is ending its period of exceptional growth and starting to slow down. But is a recession on its way? 

As multinationals invest in bio-based and recycling solutions to the plastic-waste challenge, innovative start-ups are harnessing private capital to scale-up new technologies.

This issue of Fallen angels radar tracks an unusually busy winter period for the segment and considers what’s top of mind for investors.

How might Swiss bonds fare in 2025? We note their gains of recent years and break down the key factors influencing performance.