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Advancing net zero progress in emerging market equities
equitiesTNZ equities
equitiesTNZ equities

Advancing net zero progress in emerging market equities

Many emerging market countries are well placed to transition rapidly to net zero, offering opportunities for equity investors to tap into decarbonisation. 
Prudent Swiss central bank focuses on the franc amid uncertainty
fixed incomeSwiss Franc bonds
fixed incomeSwiss Franc bonds

Prudent Swiss central bank focuses on the franc amid uncertainty

With rising energy prices alleviating deflation concerns, the Swiss central bank turned its focus to the appreciating franc.
Understanding fallen angel bonds – a persistent opportunity in high yield
fixed incomeFallen Angels
fixed incomeFallen Angels

Understanding fallen angel bonds – a persistent opportunity in high yield

Why are fallen angels the pick of high yield? We unpack the technical mispricings, return drivers and portfolio uses for this attractive credit segment.
Iran oil shock: how could the US, Europe and Asia be impacted?
cross asset

Iran oil shock: how could the US, Europe and Asia be impacted?

How could the Iran oil shock impact industry and inflation? We assess potential outcomes for the US, Europe and Asia. 
Positioning net-zero equities for resilience in crisis, strength in transition
equitiesTNZ equities
equitiesTNZ equities

Positioning net-zero equities for resilience in crisis, strength in transition

The Iran war highlights global fossil fuel dependence, reinforcing the need for resilient net-zero strategies during geopolitical shocks. 
The surging opportunity in asset backed private credit
private assets

The surging opportunity in asset backed private credit

A growing, underpenetrated segment of the private credit market offers attractive returns through short duration, collateral secured loans.
Oil prices and the Middle East conflict: the economic shock investors should watch
cross asset

Oil prices and the Middle East conflict: the economic shock investors should watch

Simply put analyses how oil price shocks from the Middle East conflict may affect the global economy and what investors should watch.
In today’s Goldilocks economy, carry is a key driver in equities and fixed income
cross asset

In today’s Goldilocks economy, carry is a key driver in equities and fixed income

Strong growth and subdued inflation support equity and bond markets – even as AI redistributes opportunities – with carry a key driver of potential returns.
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