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Views and Analysis

UK Equities: Fear has peaked

David Kneale takes stock of the UK equity market, shining a spotlight on the valuation disconnect as inflation drivers turn negative, interest rate expectations decline and attention shifts to earnings forecasts.

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Views and Analysis

“Paid to wait”: the new paradigm in convertible bonds

A market lag in repricing discount bonds presents an opportunity.

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Publikationen

My Switzerland

Die Vorstellung, dass die Zentralbanken nach und nach von aggressiven Zinserhöhungen abrücken, steht im Fokus der Markterwartungen, obwohl es für ein Umschwenken auf einen expansiven geldpolitischen Kurs noch zu früh ist.

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Fixed Income

Rethinking the role of investment grade corporates

The fixed income 40% – is now the time for investment grade corporates to take over from sovereign bonds? Senior Portfolio Manager Fatima Luis makes the case for an allocation switch-up.

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Fixed Income

EM debt: Why it’s time to de-diversify

EM debt investors have a new mantra: Avoid diversification. Following an indiscriminate sell-off, laser-focused, high-quality allocations are the name of the game for EM debt. Sector expert Daniel Moreno shares where he’s seeing investment potential.

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Fixed Income

If the UK were a high yield bond, how would it rank?

“When we analyse high yield credits, one of the first questions we ask ourselves is: are management interests aligned with bondholders, or shareholders?” Al Cattermole outlines how to find investment potential in an uncertain environment.

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