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    The role of private assets in a changing investment landscape

    Private assets can help diversify portfolios in a world of elevated geopolitical risks. We examine the opportunities and risks.

    Iran-Israel, geopolitical risks and investing in an uncertain world

    How should investors be positioned in a deeply divided world?

    Unpicking inflation trends in a changing rate cycle
    investment insights

    Unpicking inflation trends in a changing rate cycle

    What is happening to inflation? And will strong US demand or geopolitical risks derail the rate-cutting cycle? We examine the outlook.

    Oil and gas prices diverge amid changing commodity dynamics

    Energy markets are in the headlines – what do diverging oil and natural gas prices mean for the economy and our investment preferences? 

    How to trade your dragon
    investment insights

    How to trade your dragon

    When is a China investment not a China investment? We look at proxy ways to gain access to the world’s second largest economy.

    Positioning for a new rate cycle
    investment insights

    Positioning for a new rate cycle

    How should investors react to a turning rate cycle? Our Q2 video discusses portfolio implications.

    Rate minds don’t think alike
    investment insights

    Rate minds don’t think alike

    Interest rates are diverging as central banks face different dilemmas – how should investors react?

    The time to lock-in high interest rates is now
    investment insights switzerland

    The time to lock-in high interest rates is now

    Switzerland has kicked off the rate-cutting cycle. How should investors react?

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    COVID-19: Daily Dashboard
    Daily Dashboard

    COVID-19: Dashboard

    Our weekly dashboard offers insight into public health measures, monetary policy, fiscal stimulus and infection rates. Discover more on global de-confinement measures, emerging markets and sector takeaways. 

    COVID-19: Daily Dashboard
    Daily Dashboard

    COVID-19: Dashboard

    Our weekly dashboard offers insight into public health measures, monetary policy, fiscal stimulus and infection rates. Discover more on global de-confinement measures, emerging markets and sector takeaways. 

    COVID-19: Daily Dashboard
    Daily Dashboard

    COVID-19: Dashboard

    Read our Covid-19 weekly update on 4 May 2020. Our weekly dashboard offers insight into public health measures, monetary policy, fiscal stimulus and infection rates. Discover more on global de-confinement measures, emerging markets and sector takeaways. 

    COVID-19: Daily Dashboard
    Daily Dashboard

    COVID-19: Dashboard

    Read our Covid-19 update on 30 April 2020. Our weekly dashboard offers insight into public health measures, monetary policy, fiscal stimulus and infection rates and an update on global de-confinement measures.

    COVID-19: Daily Dashboard
    Daily Dashboard

    COVID-19: Dashboard

    Read our Covid-19 update on 27 April 2020. Our weekly dashboard offers insight into public health measures, monetary policy, fiscal stimulus and infection rates. Read our detailed update on global de-confinement measures, sector takeaways and a special focus on emerging markets. 

    COVID-19: Daily Dashboard
    Daily Dashboard

    COVID-19: Dashboard

    Read our Covid-19 update on 23 April 2020. Our weekly dashboard offers insight into public health measures, monetary policy, fiscal stimulus and infection rates with a special focus on the emerging markets situation.

    COVID-19: Daily Dashboard
    Daily Dashboard

    COVID-19: Dashboard

    Read our Covid-19 update on 20 April 2020. Our weekly dashboard offers insight into public health measures, monetary policy, fiscal stimulus and infection rates with a special focus on the emerging markets situation.

    COVID-19: Daily Dashboard
    Daily Dashboard

    COVID-19: Daily Dashboard

    Read our Covid-19 update on 17 April 2020. Our daily dashboard offers insight into public health measures, monetary policy, fiscal stimulus and infection rates.

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    Figs, wolves and starfish – the regenerative power of keystone economics
    rethink sustainability Natural Capital

    Figs, wolves and starfish: the regenerative power of keystone economics

    The fig tree is a keystone species, home to over a thousand animals that help regenerate forests. That's why fig trees must be planted at the heart of the natural ecosystem. Because when crops grow stronger, yields grow stronger and investment grows stronger.

    Pest practice: how regenerative farming is unleashing the power of the ladybird
    rethink sustainability Natural Capital

    Pest practice: how regenerative farming is unleashing the power of the ladybird

    A ladybird acts as a natural pesticide. Pest-controlling species thrive in diverse habitats, creating more resilient crops and higher yields. Just one of the reasons why nature is worth investing in.

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