insights.

We outline convictions and allocation calls for our long-only strategies, given the US macro picture, Europe’s economic divergence and China’s stimulus.

The Q4 Alphorum explains our positioning across sovereign markets and credit sectors as the global interest-rate cutting cycle progresses.

The Swiss National Bank once again chose to lower interest rates at its June meeting. What does the move reflect about the SNB’s views on inflation and growth, and should we expect more cuts? 

Swiss bond portfolios are always exposed to a certain amount of liquidity risk, even though the market trades daily. We outline how to adequately manage these risks.

Three years since launching our high-conviction, net-zero-focused credit strategies, we assess the progress made towards their financial and climate objectives.

To mark the 10-year anniversary of our Asia Value Bond strategy, we look back at key milestones and look forward to a positive outlook for USD-denominated credit in the region.

LO  Funds – Asia Value Bond Fund wins Best APAC Hard Currency Bond Fund over 10 Years award in six jurisdictions.

Which corporate bonds were downgraded to high yield last quarter? Fallen angels radar monitors entrants to the universe and explains rating trends.