insights.

Asset backed lending stands out as a transparent, disciplined strategy that targets stable returns away from broader credit-market challenges.

The Iran war has sparked an inflation shock with broad market consequences. How should investors navigate this complex scenario? 

TSMC’s competitive advantages, semiconductor capabilities and geopolitical importance offer Asia and EM equity investors growth and resilience. 

The long-term strength of our Asia and Swiss fixed income strategies are reflected in the performance-based awards.

Looking beyond oil and gas, blocked sulphur shipments are impacting copper, nickel and zinc production – likely driving prices structurally higher.

The growth and inflation impacts are seen by markets as risks to be hedged, while robust corporate earnings forecast support equities.

Many emerging market countries are well placed to transition rapidly to net zero, offering opportunities for equity investors to tap into decarbonisation. 

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