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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.

A stock masterclass: 15 years of World Brands
EquitiesInstitutional
EquitiesInstitutionalWholesaleThematicWorld Brands

A stock masterclass: 15 years of World Brands

Lead Portfolio Manager Juan Mendoza outlines how to spot the future’s most valuable brands, as our World Brands strategy marks 15 years since launch

As rates fall, is the diversifying power of bonds rising?
Multi-assetInstitutional
Multi-assetInstitutionalMulti-assetWholesaleAll roads

As rates fall, is the diversifying power of bonds rising?

In a US economic slowdown, will bonds prove to be effective diversifiers? Simply put analyses the drivers of the end-of-cycle decline in rates.

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