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Closing the loop
investment viewpoints

Closing the loop

Climate change has the potential to be highly value destructive, but also highly value generative as companies innovate and adapt to a low-carbon future.

Some of the key considerations investors face in assessing the most appropriate approach to improving the sustainability of a passive portfolio.

investment viewpoints

Changing supply trends in Asian credit

Changing bond supply trends in Asian credit, denominated in USD, could provide opportunities for investors, we believe

The long and short of it
investment viewpoints

The long and short of it

Due to the inverse Treasury yield curve, an ultra low duration strategy in USD could improve fixed income returns while reducing duration risk. 

How we approach convertibles
investment viewpoints

How we approach convertibles

Our way of investing in convertible bonds aims to optimise the asymmetry of the asset class by finding the most balanced issuer profiles.

investment viewpoints

Structural trends and Swiss equities

Johan Utterman's team identifies companies that are successfully exploiting the opportunities arising from long-term transformative trends.

world in transition

The path of renewable energy

The growth of renewable and low carbon energy is an important means of mitigating climate change. However, massive flows of finance are needed to accelerate renewable energy investments.

The future is digital
world in transition

The future is digital

Digitalisation has had a tremendous impact on our world and continues to reshape every conceivable aspect of our social and economic norms. This has important implications for the vast majority of companies across all sectors. In our view, the investment process needs to reflect this rapid evolution, which is still in its early days.

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