insights.

We explore three investment themes for 2025 as investors eye carry trades and shifting trends in Europe and China.

Delivering a chunky rate cut at its latest meeting, the Swiss central bank acted decisively in the face of deflationary forces. What comes next?

In this Q&A, our nature specialist explores the ability of nature-based solutions to combat the biodiversity loss and climate-change crises while promoting a circular bioeconomy.

Donald Trump’s return to the White House marks an end to free trade. We consider what this might mean for global markets and emerging markets in particular. 

What recent investments has our Plastic Circularity strategy made, and what were the key corporate deals, scientific reports and policy developments in Q4?

Each December, the so-called Santa rally glides into investment discourse. Do equities really perform more strongly into the end of each year, and can we expect an extension on 2024’s already robust gains?

Security selection is growing more vital in the current market environment, and active management of risk premia can help limit exposure to vulnerable issuers.  

How heavily could higher US tariffs impact global growth? Simply put uses historical precedents to forecast the effects and calibrate how our multi-asset portfolios should respond.