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Positive macroeconomic drivers for Asia bonds are in play
fixed incomeAsia value bonds
fixed incomeAsia value bondsAsia Diversified High YieldAsia Investment grade

Positive macroeconomic drivers for Asia bonds are in play

Supportive macroeconomic trends – including expected US rate cuts, regional growth and policy momentum – support Asia fixed income. We share our H2 outlook.
Fixed income: is geopolitics now trumping rates as the dominant force in markets?
fixed income

Fixed income: is geopolitics now trumping rates as the dominant force in markets?

As geopolitics increasingly trumps rate-moves in fixed-income markets, how should investors respond?
Economic growth outlook moderates as major risks loom
cross asset

Economic growth outlook moderates as major risks loom

Despite a turbulent first half, we expect economic growth to remain resilient; yet, looming risks could also precipitate a hard landing.
Multi asset: resilience in a V-shaped market recovery
multi-asset

Multi asset: resilience in a V-shaped market recovery

V-shaped recoveries test the resilience of risk-based strategies, but continuous research can reinforce processes ahead of future episodes. 
Think high-yield bonds, but with better liquidity – 3 advantages of a more efficient approach
fixed incomeLiquid Global High Yield
fixed incomeLiquid Global High Yield

Think high-yield bonds, but with better liquidity – 3 advantages of a more efficient approach

Lower trading costs, better volumes and reduced turnover are three liquidity advantages available to high-yield investors willing to take a more efficient approach. 
US economy: peak uncertainty as growth indicators misfire
multi-assetAll Roads
multi-assetAll Roads

US economy: peak uncertainty as growth indicators misfire

Key indicators for the US economy are out of touch with real-world growth, creating uncertainty. Are they losing their predicative power?
What does the cautious Swiss interest rate cut mean for investors?
fixed incomeSwiss Franc bonds
fixed incomeSwiss Franc bonds

What does the cautious Swiss interest rate cut mean for investors?

At its June policy meeting, the Swiss central bank responded to currency strength and inflation weakness by taking key interest rates to zero.
How have the equity market’s risk and return dynamics changed in 2025?
multi-assetAll Roads
multi-assetAll Roads

How have the equity market’s risk and return dynamics changed in 2025?

2025 has upended equity trends, turning laggards into leaders and vice versa; but has this rotation had a similar impact on risk? 
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