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insights.

Equity markets in 2025: the great reversal
cross assetconvertibles
cross assetconvertiblesAsia high convictionSwiss equitiesGFIOAsia Diversified High YieldAsia Investment gradeAsia value bondsSwiss Franc bondsAll Roadsequitiesfixed incomemulti-asset

Equity markets in 2025: the great reversal

The market shift to Europe from the US and to value from growth, amid an uncertain economic backdrop, underlines the value of active investing. 
Will a US slowdown accelerate into a recession?
multi-assetAll Roads
multi-assetAll Roads

Will a US slowdown accelerate into a recession?

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? 
Plastic wrap: multinationals zero-in on circularity
private assetsPlastic Circularity Strategy
private assetsPlastic Circularity Strategy

Plastic wrap: multinationals zero-in on circularity

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.
Fallen angels radar: busy across sectors
fixed incomeFallen Angels
fixed incomeFallen Angels

Fallen angels radar: busy across sectors

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