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US rate cuts are priced in: any further upside?
investment viewpointsInstitutional
investment viewpointsInstitutionalMulti-assetWholesaleAll roads

US rate cuts are priced in: any further upside?

Simply put explores what’s factored into markets from looming US rate cuts and why correlations could also influence asset prices.

Decarbonisation: are companies making progress?
investment viewpointsTNZ equities
investment viewpointsTNZ equitiesSustainableEquities

Decarbonisation: are companies making progress?

Are companies with SBTi commitments to reduce emissions starting to deliver on their targets? We look at the data to find early transition leaders.

How to foster disinflation without a recession
investment viewpointsInstitutional
investment viewpointsInstitutionalMulti-assetWholesaleAll roads

How to foster disinflation without a recession

Amid a slowdown in the US economy, Simply put investigates the role of lower growth in aiding the Federal Reserve’s fight against inflation. 

Is the US economy headed for a recession?
investment viewpointsInstitutional
investment viewpointsInstitutionalMulti-assetWholesaleAll roads

Is the US economy headed for a recession?

US unemployment is currently a source of market concern, but is the world’s biggest economy really headed for a recession? 

What are the investment cycle’s next steps?
investment viewpointsInstitutional
investment viewpointsInstitutionalMulti-assetWholesaleAll roads

What are the investment cycle’s next steps?

Economic indicators currently offer mixed signals. Can nowcasting provide a more coherent guide for where the investment cycle is heading?

When size matters: an equity rotation or market breather?
investment viewpointsInstitutional
investment viewpointsInstitutionalMulti-assetWholesaleAll roads

When size matters: an equity rotation or market breather?

Is a rotation towards small cap stocks underway? Simply put investigates the data and the implications for multi-asset investors.

Plastic wrap: polymer-munching microbes, AI-enhanced sorting
investment viewpointsInstitutional
investment viewpointsInstitutionalWholesalePlastic Circularity Strategy

Plastic wrap: polymer-munching microbes, AI-enhanced sorting

Which circularity solutions are attracting private capital, and what science and policy developments are helping make plastics more sustainable? 

Swiss bonds: the benefits vs foreign-currency bonds
investment viewpointsInstitutional
investment viewpointsInstitutionalFixed IncomeSwiss Franc bonds

Swiss bonds: the benefits vs foreign-currency bonds

We compare CHF-denominated bonds with foreign-currency bonds to assess what might make the most sense for Swiss investors.