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    insights.

    Capturing high-yield carry: the benefits of a CDS-based approach
    fixed income

    Capturing high-yield carry: the benefits of a CDS-based approach

    In today’s ‘search for carry’, how can fixed-income investors access high-yield credit markets while enhancing both liquidity and potential returns? 
    Watch your tail risks
    multi-asset

    Watch your tail risks

    Amid promising forecasts for growth and market returns, there is still good reason to try to mitigate tail risks in 2025.
    Optimal portfolio alignment to net-zero targets
    equitiesTNZ equities
    equitiesTNZ equities

    Optimal portfolio alignment to net-zero targets

    When optimising target net zero portfolios, how could integrating convictions improve performance without increasing tracking error?
    A positive multi-asset stance despite 2025 risks
    multi-assetAll Roads
    multi-assetAll Roads

    A positive multi-asset stance despite 2025 risks

    What’s next in 2025? Our multi-asset team explores the macro picture, our rules-based allocation approach and why tail risk matters.
    Is DeepSeek unique? What China’s generative AI breakthroughs mean for equity investors
    equitiesAsia high conviction
    equitiesAsia high conviction

    Is DeepSeek unique? What China’s generative AI breakthroughs mean for equity investors

    Our Asia Equities team explains why China’s generative AI breakthroughs could usher in an adoption-driven growth cycle. 
    Will rate moves threaten US growth?
    multi-assetAll Roads
    multi-assetAll Roads

    Will rate moves threaten US growth?

    US rate cuts have had little effect on rising longer-term rates. Simply put explains why this could weigh on US growth in 2025.
    Investing in innovation to reduce plastic waste
    private assetsPlastic Circularity Strategy
    private assetsPlastic Circularity Strategy

    Investing in innovation to reduce plastic waste

    How can private equity aid a more circular model for plastics? Our webinar explored new materials; repair, reuse and refill; and recyclers.
    Fixed-income opportunities – globally, in Asia and Switzerland
    fixed incomeAsia Diversified High Yield
    fixed incomeAsia Diversified High YieldAsia Investment gradeAsia value bondsSwiss Franc bonds

    Fixed-income opportunities – globally, in Asia and Switzerland

    With a nominal economic recovery as our base case, and taking new US policies into account, we unpack fixed-income opportunities globally and with a focus on Asia and Switzerland.