insights.

Perceiving nature as productive regenerative capital, we see opportunities to invest across value chains where restoring landscapes is fundamental to long-term growth potential and resilience.

Rather than a new hiking cycle, we expect an ongoing recalibration as attractive all-in yields offer opportunities for investors.

Why did all of our managers become de facto bond managers at the Investment Committee? Because rates are back, dominating the discussion.

Is the Swiss National Bank getting closer to hiking interest rates? We look behind the headline policy announcement for investors.

Could AI-driven corporate borrowing be pushing US Treasury yields higher? Simply put examines the evidence.

In its first year, Emerging Value Bond showed the value of flexibility and conviction in emerging-market corporate debt.

Our head of Swiss Fixed Income reflects on nearly two decades of managing Swiss Franc Credit Bond, which recently marked an important milestone. 

Regional strategies in Japan and US equities broaden the offering.