Insights

CIO View

Apr 12, 2024 Industrials

Industrial production isn’t the whole story

German manufacturing is not doing as badly as it may seem

Apr 08, 2024 Macro

Investment Traffic Lights

Our monthly market analysis and positioning

Apr 05, 2024 Equities

Is the Swiss franc about to weaken at last?

Since the financial crisis the Swiss currency has trended relentlessly higher against the euro. But recently the first signs of weakness have appeared

Mar 27, 2024 CIO Special

Value vs. Growth

Strong performance of the "Magnificent Seven" has pushed value stocks into the background - wrongly so?

Mar 27, 2024 Renten

Investing is a cinch

The coming months are likely to bring interesting opportunities for fixed income investors, as the longer-term prospects for fixed-interest assets continue to appear decent.

Mar 22, 2024 Equities

India’s time to shine?

The recent gyrations of Indian small caps should not detract from the country’s equities longer term appeal.

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Investment Topics

Back to normal? How Asian insurers are responding to rising interest rates

Rising interest rates have resulted in significant losses on the existing portfolios of Asian insurers while the overall impact on their solvency position has been positive.

Jan 13, 2021 Multi Asset

Multi-asset funds - the right mix for many market phases

With broad diversification across different asset classes, multi-asset funds can turn out to be yielding portfolio building blocks -- even in difficult market phases.

Dec 06, 2020 Sustainability

Climate change: turning it into an investment opportunity

Climate change poses many risks - but for companies and investors working to counter it, it could also offer a number of opportunities.