insights.

Convertible bond advantages include a dynamic supply picture, convexity benefits and the outlook for renewed volatility.

As expected, the Swiss central bank held interest rates at zero as the nation grapples with the impact of President Trump’s tariffs. 

Trends in AI capital spending and the positive impact of Fed rate cuts bolster the case for staying invested in 2025 despite strong market gains.

The Fed rules the yield curve – overshadowing inflation and fiscal concerns – but low yields will require commitment to rate cuts.

How are we investing in emerging-market credit? We favour hard-currency corporate bonds – due to a positive blend of fundamental, technical and policy drivers.

By optimising dividend taxes, our systematic equities strategy can potentially enhance portfolio returns without increasing risk.

The strategy marks the milestone with positive results as macroeconomic and technical factors increasingly favour Asia hard-currency bonds.

Global trade remains on course for another year of expansion despite Trump’s tariffs, but are some economies faring better than others?

Featuring differentiated regional and sector exposure, convertible bonds can be a powerful tool for diversification.

Markets have been surprisingly complacent about the impacts of Donald Trump’s tariffs. Could this change in Q3, or will they look through short-term setbacks?

When markets sell off, how can high-yield investors access greater liquidity and performance potential?

LOIM strengthens its commitment to sustainable investing by expanding offering with a high-conviction equity strategy built upon active ownership. 

Measures of US unemployment are delivering mixed messages; could this divergence signal a potential economic slowdown?

Using case studies, we explain how real-time data on website traffic, retail footfall, credit-card transactions and app use can provide an information edge in equity investing.

Our Swiss Fixed Income team explores different types of tracking error, and how best to use the measure to manage risk and assess performance. 

Trump’s tariffs have not yet been inflationary due to pre-emptive inventory building, but could this situation change in the coming months?

LOIM’s Asset Backed Loan strategy established a robust track record in its first year, offering resilience in a volatile macro environment.

Companies that are disruptors use convertible debt to fund growth, giving exposure to AI and consumer spending themes, particularly in Asia.

The liquidity advantages of a CDS-based approach to high yield are well known. But how can this also improve performance potential?

Macroeconomic stress is a common driver of market volatility. With the economic winds shifting, are calm markets too complacent?

Favourable macro conditions and differentiated regional themes should help Asian equity markets outperform in the second half of 2025.  

Is Europe leading the net-zero race? With a legally binding target, strong industrial base and clear policy, we believe it’s a highly investable, long-term allocation.

The asset class offers equity upside, yield, credit and volatility-driven return potential – plus downside protection – and this adaptability makes them a strategic tool.

Supportive macroeconomic trends – including expected US rate cuts, regional growth and policy momentum – support Asia fixed income. We share our H2 outlook.

As geopolitics increasingly trumps rate-moves in fixed-income markets, how should investors respond?

Despite a turbulent first half, we expect economic growth to remain resilient; yet, looming risks could also precipitate a hard landing.

V-shaped recoveries test the resilience of risk-based strategies, but continuous research can reinforce processes ahead of future episodes. 

Lower trading costs, better volumes and reduced turnover are three liquidity advantages available to high-yield investors willing to take a more efficient approach. 

Key indicators for the US economy are out of touch with real-world growth, creating uncertainty. Are they losing their predicative power?

At its June policy meeting, the Swiss central bank responded to currency strength and inflation weakness by taking key interest rates to zero.

2025 has upended equity trends, turning laggards into leaders and vice versa; but has this rotation had a similar impact on risk? 

Active investing deserve a second look, especially for less liquid assets like Swiss bonds. We break down how such strategies can add value. 

Convexity, growth exposure and diversification: this Q&A explores why convertible bonds benefit investors in uncertain times.

The net-zero frontline is not in the Oval Office but in high-emission industries, especially in China. Core fixed-income investing with decarbonsiation analysis can help portfolios adapt.

Rising spreads and curve flattening on US credit-default swaps indicate market nervousness about the nation’s public finances. Should investors reduce risk?

As the US repeals climate policies, what are the potential consequences on the implied temperature rise (ITR) of equity portfolios?

Liquidity, performance, costs – we explore these high-yield credit problems and suggest a potential solution.

Asset owners at our recent Transition Investment Summit made their case for why sustainable investing remains imperative, despite near-term challenges.

Since 2020, markets have focused on current rather than future economic fundamentals. Will this short-termism last?

What drove our stewardship progress in the past year, and how are we building on this in 2025? Our latest annual report shares our strategy, activities and outcomes.

The market has had a strong rally, but risks remain – including unresolved trade tensions. How can investors navigate this complex environment?

Stéphane Vonthron is appointed head of LOIM France, and will also develop commercial activities in Belgium, Luxembourg and Monaco.

As multinationals commit to recycling infrastructure, circularity innovations like creating biopolymers from wastewater are being scaled with private capital. 

With an attractive relative cash spread, could high yield assets play a more prominent role in multi asset portfolios over the next decade? 

Our Liquid Global High Yield strategy provides efficient access to high-yield returns with minimal liquidity risk and transaction costs. 

Our third annual Transition Investment Summit focused on why sustainability remains vital for active portfolios, irrespective of near-term headwinds.
 

The All Roads research team considers how to improve our systematic cross-asset overlays when highly uncertain regimes require adaptation.

Are target net zero portfolios decarbonising more quickly than their equity benchmarks? Discover the results from the team’s latest study. 

On paper, Donald Trump’s fiscal strategy could work. In reality, uncertainties about the payoff from tariffs and spending cuts persist. Will his gamble succeed?

As Donald Trump seeks to rewrite the macro world order, striking the right balance between defensive and opportunistic portfolio positioning is key.