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    Mapping out the Iran war’s enduring impact on fixed income markets
    fixed income

    Mapping out the Iran war’s enduring impact on fixed income markets

    We favour sticking to medium-term convictions – and capitalising on short-term dislocations – as the energy shock continues to play out.  
    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.
    Why the ‘best’ Swiss bond portfolio isn’t always the top performer
    fixed incomeSwiss Franc bonds
    fixed incomeSwiss Franc bonds

    Why the ‘best’ Swiss bond portfolio isn’t always the top performer

    Assessing a bond portfolio’s value requires understanding how skill, costs and the effective use of active risk combine to generate long‑term outperformance.
    Fixed income in 2026: expect a soft landing, but be ready for alternative scenarios
    fixed income

    Fixed income in 2026: expect a soft landing, but be ready for alternative scenarios

    What are the risks to a soft landing, and what tactical opportunities can investors exploit in the ongoing carry environment? 
    Bar remains high for negative Swiss interest rates
    fixed incomeSwiss Franc bonds
    fixed incomeSwiss Franc bonds

    Bar remains high for negative Swiss interest rates

    The Swiss central bank held rates at zero despite the emerging risk of deflation. What do fixed income investors need to know? 
    Swiss Franc Credit Bond: a reliable record of outperformance
    fixed incomeSwiss Franc bonds
    fixed incomeSwiss Franc bonds

    Swiss Franc Credit Bond: a reliable record of outperformance

    Our Swiss Franc Credit Bond strategy has been a model of consistency, underscoring the benefits of active management in this investment space.
    A better way to invest in high yield: solving liquidity, cost and performance issues
    fixed incomeLiquid Global High Yield
    fixed incomeLiquid Global High Yield

    A better way to invest in high yield: solving liquidity, cost and performance issues

    How can bond investors access high-yield credit with greater liquidity and lower cost to tap into the full potential of the asset class?
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