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  • 17.04.2024

    Diversification is crucial, especially in 2024

    As 2023’s concentrated market rally is extending into 2024, equity investors are worried about a potential consolidation or pullback.

  • 05.04.2024

    Private Debt: A Time-Honoured Market Perspective

    Our experts explore the origins of private debt—a market with a history spanning over 4,000 years, set to provide the next wave of opportunities for investors.

  • 04.04.2024

    Fixed income: Positive bias towards credit

    We believe that we are at a shift in regime for fixed-income markets as central banks prepare the ground for potential rate cuts following the most aggressive tightening cycle since the 1970s.

  • 27.03.2024

    Four reasons to consider global SMID caps in 2024

    As the “Magnificent 7” generate risks in the segment, diversification within equities becomes key. Global small- and mid-cap (SMID) stocks, represented by the MSCI World SMID Cap Index, are emerging as a compelling option.

  • 12.03.2024

    Why Swiss equities should be considered in every equity allocation in 2024

    Investors may find the strong fundamentals and stable economic, political and social aspects of Switzerland attractive in terms of equity investments in a year which may be dominated by geopolitical newsflow.

  • 06.03.2024

    Thinking big about impact investing

    The launch of the UN’s Sustainable Development Goals (SDGs) in 2015 provided a road map for addressing the most pressing issues facing our society by 2030 and beyond. 

  • 05.03.2024

    Like it or not, Hong Kong is still Asia’s leading financial centre

    The mood around Hong Kong’s markets is pretty gloomy these days.

  • 01.03.2024

    Favour Japan over India and China

    After decades of disappointment, Japanese equities are back with a bang. The Nikkei 225 is up 41% year-on-year and 15% since the start of 2024.

  • 28.02.2024

    Generative AI: just getting started

    Despite still being in its infancy, generative AI has already proved to be a boon for big tech names, but can it be used more widely, and if so, how and by whom?

  • 06.02.2024

    Global Outlook 2024: Leading views on the year’s key hedge fund trends

    Our expert gives its take on prospects for key hedge fund investment strategies in the coming months.

  • 25.01.2024

    Tech stocks still driving returns

    We don’t expect central banks to cut rates before the second half of 2024.

  • 08.01.2024

    The opportunity set in the infrastructure transition

    The sort of infrastructure that traditionally springs to mind might include bridges, roads, airports, rail and power. However, it can be argued in many cases that the infrastructure built over the last few decades is no longer fit for the future needs of society, given the heightened geopolitical risk, changing demographics, and environmental considerations. 

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