insights.

Why do so few stock pickers consistently outperform the market? We examine the headwinds, and the advantage of combining approaches for optimal portfolio outcomes.

Robust earnings offer support in volatile equity markets. We analyse second quarter trends and explore our regional and sector preferences.

As AI leadership broadens beyond tech, Swiss healthcare and financial stocks could benefit. Explore opportunities across the SMI and wider market.

Bank stocks have enjoyed a strong year, helped by robust earnings, resilient credit conditions, and recovering capital market activity. We examine the outlook from here.

We examine how climate volatility, including an El Niño cycle, is reshaping investment analysis. We argue that investors must move beyond climate exposure assessments to focus on preparedness.

Discover how succession, governance, and long-term alignment is reshaping discretionary portfolio management in Asia.

Oil markets face new fears of oversupply. We examine how the Hormuz reopening, a more elastic demand backdrop, and China’s import behaviour may shape price dynamics.

We look at what easing geopolitical risks, normalising oil prices and resilient growth mean for equities, bonds and currencies over the second half of the year.