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New risks reinforce the need for high-quality, complementary return drivers.
The September Tankan reinforces the case for gradual BOJ normalisation, highlighting resilient activity, persistent labour shortages and ongoing price pass-through. Yet earnings growth, margins and...
When market leadership rotates: why Swiss equities can be a valuable addition to any equity portfolio
The yields on long bonds have risen to multi-decade highs. Debt sustainability fears have festered for years but to no tangible effect—either on investment portfolios or political debate. The most...
Despite geopolitical shocks, global growth remains resilient as AI investment helps offset headwinds.
Treasury yields have climbed to multi-year highs. Discover how economic growth, fiscal pressures, and energy markets are shaping the rate outlook.
Global equity outlook: strong earnings and growth support equities despite trade tensions, bond weakness and energy-driven inflation.
For years, income-seeking investors had to venture down the credit spectrum into high yield (HY), accepting materially higher default risk in exchange for a bigger coupon. It was, for a long time,...
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