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Swiss bonds: the importance of managing risk premia
fixed incomeSwiss Franc bonds
fixed incomeSwiss Franc bonds

Swiss bonds: the importance of managing risk premia

Security selection is growing more vital in the current market environment, and active management of risk premia can help limit exposure to vulnerable issuers.  
Higher US tariffs: winners and losers
multi-assetAll Roads
multi-assetAll Roads

Higher US tariffs: winners and losers

How heavily could higher US tariffs impact global growth? Simply put uses historical precedents to forecast the effects and calibrate how our multi-asset portfolios should respond.
America first: 3 initial market impacts from the new policy playbook
cross assetAll Roads
cross assetAll RoadsWorld BrandsGFIOconvertiblesAsia value bondsAsia Investment grade

America first: 3 initial market impacts from the new policy playbook

Donald Trump’s policy agenda could have profound implications for the US economy and global markets. Our equity, fixed income, multi-asset and convertible bond teams assess three key impacts.
Trump’s tariffs: inflationary after all?
multi-assetAll Roads
multi-assetAll Roads

Trump’s tariffs: inflationary after all?

Markets expect a hike in US tariffs to 10% on all imports to drive a surge in domestic inflation. This week in Simply put, we assess the potential short- and longer-term impacts.

our sustainable framework model.

Discover our dedicated sustainability research capabilities, our investment framework and how we articulate our product offering.
"we are adapting portfolios to the environmental transition and creating novel strategies centred on nature-positive and climate-aligned goals"
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