Investment views
Analysis | Opinion | Insight. Our investment experts discuss developments crucial to tactical and strategic asset allocation.
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Investment viewsAlternative credit: why overlooking Europe is a mistakeFrom private debt to distressed and special situations, Europe is fertile ground for investment in alternative credit. It's a region investors can't afford to ignore. -
Investment viewsBarometer: Conditions favour Swiss and financial stocksProspects for Swiss and financial stocks look bright even if equity markets are likely to remain volatile. -
Investment viewsThe Klosters Forum: Financing the transition towards sustainable and resilient citiesThe pressing challenge of urbanisation takes the centre stage in this year’s forum where participants emphasise the need for collaborative efforts, innovative financing and transformative approaches. -
Investment viewsEnergy transition in EM: accelerating changeEmerging markets' unique role in the global energy transition. -
Investment viewsChinese onshore bonds: through thick and thinWhy Chinese onshore bonds should always be part of global investors' diversified portfolios. -
Investment viewsBarometer: summer slowdownEquities have had a good start to the year, but the summer could be an opportune time to take some profits, with the rest of the year likely to bring weaker growth and fewer earnings beats. -
Investment viewsEmerging markets in the new world orderThe world order of the second half of the 20th century is being turned on its head. The shift should be positive for emerging markets and thus investors in EM debt. -
Investment viewsBarometer: Scaling back IT but still positive on stocksConditions remain favourable for equity markets overall but we trim exposure to tech stocks following their stellar run. -
Investment viewsEM Asia’s starring role in new era of edge AIEmerging market equities could help investors tap into the next wave of the AI boom.
