Insights

Insights

 

Insights

    

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Base your investment strategy on reliable information and astute analysis from our experts. Explore our articles, publications, and insights covering markets, asset classes, investment themes, and more.

In Focus:

Our thought leadership explores the trends and issues top of mind for our clients. Read our latest perspectives on the global economy, financial markets, equity themes, fixed income, and sustainable investing.

Real Assets - Where the Physical and Digital Worlds Converge

The newest edition of our Novum journal examines how sustainability initiatives are transforming our real estate portfolios and the future impact of digitalization on the property sector. You'll also find our current views on the Swiss real estate market, the investment potential in life sciences real estate, and approaches to global real estate allocation.

Recently Published:

  • Uranium's Critical Role in the Energy Transition (April 17, 2024)
  • The Robotics Revolution (March 14, 2024)

Focus Topics:

Intelligent investing requires a deep understanding of the key drivers of returns. Tap into our specialized expertise and perspectives on major trends.

  • Sustainable Investing: Earn sustainable returns aligned with our forward-looking integration of ESG factors.
  • Thematic Equity Investing: Capitalize on our thematic insights into the powerful megatrends reshaping industries.
  • Convertible Bonds: Convertibles offer equity upside with lower risk through their bond characteristics. Learn About Convertibles
  • EM Corporate Debt: Over 20 years, emerging markets have evolved into a distinct, diverse asset class.

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