CAPITAL IDEAS^TM

Global

Equity

Energy transition: opportunities from the race to net zero

Matt Reynolds

Fixed Income

Policymakers to ease to support economic growth and employment

Fixed Income

Trend for easier monetary policy should be tailwind for duration-related assets

Fixed Income

Compelling opportunity to add high-quality global rates exposure

ESG

A multi-thematic approach to sustainable investing

Fixed Income

Focus on finding idiosyncratic opportunities at the company and sector level

Fixed Income

Compelling opportunity to add high-quality global rates exposure

World Markets Review

Markets rally on rate cut expectations: Q4 roundup

Economic Indicators

Economic outlook: A mixed picture for global growth in 2024

Fixed Income

How to think about bonds in this new world

Fixed Income

Attractive opportunity to add duration in non-USD rates

Fixed Income

Focus on finding idiosyncratic company and sector opportunities

World Markets Review

Stocks and bonds stumble on rising rates: Q3 roundup

Fixed Income

How global corporate bonds can improve outcomes for UK investors

Fixed Income

Global investment grade corporate bonds: a sector for all seasons

Fixed Income

Fixed Income Perspectives Q3 2023 outlook

Fixed Income

Global Corporates: Increased dispersion in credit spreads brings opportunities for active managers

World Markets Review

World markets review —Second quarter 2023

outlook

2023 Midyear Outlook report

Fixed Income

Global Corporates: Increased dispersion in credit spreads brings opportunities for active managers

Fixed Income

Fixed Income Perspectives April 2023

World Markets Review

Markets rally despite bank scare: Q1 roundup

Equity

Taking a new perspective on global investing, for 50 years

World Markets Review

World markets review - Fourth quarter 2022

Markets & Economy

New reality for investors: 5 big trends changing markets

Jody Jonsson

Equity

World markets review - Third quarter 2022

Fixed Income

A more constructive outlook for corporate bonds, but caution is still warranted

Fixed Income

Credit investing amid heightened market volatility

Peter Becker

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Switzerland

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INVESTMENT THEMES