All articles

Equities

Sidestepping Swiss franc headwinds

Upside participation to rising equities should jump from here

Mirabaud Sustainable Cities

Regulatory changes boost investment landscape for housing transformation projects

Fixed Income

Summer not spring cuts all-round

Fixed Income

EM debt: Expect resilience & differentiation

2023’s new-issuance surge marks a long-term trend

Asian convertible bond tour notes

Private Assets

How do we feed 10bn people by 2050?

Fixed Income

It’s a balancing act from here

The asymmetric return profile of convertibles is getting stronger

Fixed Income

UK bond buyers beware

Equities

China's new phase of growth & the role of active investment

Equities

Emerging Market Equities Outlook

Fixed Income

Q&A: UK macro & implications for fixed income positioning

Equities

The art of compounding

Fixed Income

European macro update with Andrew Lake

Minimising judgement risk in convertible bonds

Fixed Income

Bullish or bearish? Neither comes with a free lunch

Convertibles’ future performance is supported by valuations

Convertibles combine the best of both worlds, again

Fixed Income

Fallen angels: flight path to outperformance?

Mirabaud Sustainable Cities

France’s unique real estate dynamics

Fixed Income

New issue coupons drive high yield returns

Issuers bargain hunt their own discounted convertibles

Fixed Income

Deciphering mixed messages

Fixed Income

Breaking away from the home bias

The convertible market is a fantastic hunting ground for ESG investigators