insights.

explore insights
Sustainable consumption on the rise
investment viewpoints

Sustainable consumption on the rise

Didier Rabattu and Pascal Menges spoke to Credit Suisse as part of a special report on consumer responsibility. 

investment viewpoints

Multi-asset and managing downside risk

Our multi-asset team uses dynamic drawdown management to help reduce downside risk at a reasonable cost. . 

investment viewpoints

Improving convexity in credit

We seek to improve convexity in corporate credit by focussing on ratings resilience and building portfolios based on quality.

Alternatives, mispricing and convexity
investment viewpoints

Alternatives, mispricing and convexity

Our Alternatives team constructs highly-bespoke strategies that are naturally, structurally convex while also featuring limited or no negative cost of carry. 

Convertibles build in convexity for ups and downs
investment viewpoints

Convertibles build in convexity for ups and downs

The asymmetric return profile of convertible bonds means the asset class is more resilient to different outcomes and has convexity built in at a reasonable price.

Climate change policies and efforts to limit global warming to well-below 2°C depend vitally on the decarbonisation of our energy system. 

investment viewpoints

Convexity but not at all costs

LOIM investment strategies aim to deliver asymmetric returns and are united in their goal of maximizing positive convexity for good value. 

How could single household spending sway prestige brands?
investment viewpoints

How could single household spending sway prestige brands?

The rising proportion of one-person households, globally, is set to drive discretionary spending in the future.

???template.insights.loader.img-alt???