insights.

With rising energy prices alleviating deflation concerns, the Swiss central bank turned its focus to the appreciating franc.

Why are fallen angels the pick of high yield? We unpack the technical mispricings, return drivers and portfolio uses for this attractive credit segment.

How could the Iran oil shock impact industry and inflation? We assess potential outcomes for the US, Europe and Asia. 

The Iran war highlights global fossil fuel dependence, reinforcing the need for resilient net-zero strategies during geopolitical shocks. 

A growing, underpenetrated segment of the private credit market offers attractive returns through short duration, collateral secured loans.

Simply put analyses how oil price shocks from the Middle East conflict may affect the global economy and what investors should watch.

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

Could market doubts about the profitability of the AI project offset the significant US economic stimulus from massive AI spending?