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Is duration exposure gaining appeal?
investment viewpoints Institutional
investment viewpoints Institutional Multi-asset Wholesale All roads

Is duration exposure gaining appeal?

Investors have hesitated about fixed income allocations, despite an improvement in long-term investment prospects. Could the outlook be improving for bonds?

Fixed income: tactical descents, structural opportunities
investment viewpoints Fixed Income
investment viewpoints Fixed Income Wholesale Institutional

Fixed income: tactical descents, structural opportunities

We explain our duration and credit positioning amid interest-rate cuts and tight corporate spreads, and explore a hedging solution across macro regimes.

Asia convertible bonds: capturing upside in a strong market
investment viewpoints Wholesale
investment viewpoints Wholesale Convertibles Institutional

Asia convertible bonds: capturing upside in a strong market

Asia convertible bonds had a strong H1. We assess China’s improving macro outlook and thematic opportunities for our strategy, from semiconductors to consumption.

CIO views: sharpening an information edge
investment viewpoints Fixed Income
investment viewpoints Fixed Income Wholesale Equities Macro Multi-asset Alternatives. Convertibles Institutional

CIO views: sharpening an information edge

How can investors find an edge in today’s overload of information? Our CIOs across asset classes consider how to filter out the noise, make sense of data and focus on alpha.

LOIM appointed by Wiltshire Pension Fund for sustainable equity mandate
media releases Corporate/brand
media releases Corporate/brand Planetary Transition Sustainable Equities

LOIM appointed by Wiltshire Pension Fund for sustainable equity mandate

The UK pension scheme has chosen our Planetary Transition strategy to fulfil the listed equity allocation of a dedicated sustainability portfolio.

Multi asset: steering an all-terrain investment vehicle
investment viewpoints Institutional
investment viewpoints Institutional Multi-asset Wholesale

Multi asset: steering an all-terrain investment vehicle

`Exciting’ investment trends may come and go, but we aim to remain focused on the bedrock of long-term value creation. We review the core elements of our strategy in the Q3 issue of Simply put

Can the SNB pause now?
investment viewpoints Fixed Income
investment viewpoints Fixed Income Regional Swiss Franc bonds

Can the SNB pause now?

The Swiss National Bank once again chose to lower interest rates at its June meeting. What does the move reflect about the SNB’s views on inflation and growth, and should we expect more cuts? 

How to navigate European political risk in multi asset?
investment viewpoints Institutional
investment viewpoints Institutional Multi-asset Wholesale All roads

How to navigate European political risk in multi asset?

Political tumult in France is seeing European markets lag the US, especially fixed income. Our risk models – and allocations – are on the move.