Switzerland, Institutional
Change
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A new economic era, geopolitical divergence and the transformative potential of generative AI all suggest a very different future ahead and the need for a radical rethink.
This short video reel captures highlights from our recent 2024 EMEA Investment Forum where our experts and prominent guest speaker tackled this new reality head on and discussed how best to maintain an investment edge amid constant change. As well as analysing the broader investment implications of these future trends, our experts delved deeper into specific asset classes to assess the opportunities and risks this new economic era brings.
Discover more about the Forum discussions and speakers by clicking on the link below.
Please refer to this important disclosure for more information.
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Insights Posts
Article
5 min
JPY intervention: what makes it so important this time?
Fixed Income Portfolio Managers Sam Hogg and Ed Meyi and Investment Director Takashi Nakao explore what’s different about the unconfirmed but likely JPY intervention and why it matters for global investors.
5 min
Article
2027-02-25
Article
13 min
2026 Insurance Outlook: Cautious optimism and a second bite at the apple
Members of our Insurance team share their economic expectations, investment ideas, and a regulatory roundup for the year ahead.
13 min
Article
2027-01-31
Article
5 min
The soft underbelly of US foreign policy
Our experts discuss the US-EU financial dynamics amid Greenland tensions and analyze US foreign policy's vulnerabilities.
5 min
Article
2027-02-01
Article
18 min
Quarterly Market Review — 4Q2025
A monthly update on equity, fixed income, currency, and commodity markets.
18 min
Article
2027-01-31
Article
18 min
Monthly Market Review — December 2025
A monthly update on equity, fixed income, currency, and commodity markets.
18 min
Article
2027-02-01
Article
5 min
The spending bubble driving corporate profits looks set to burst
US corporate profits have been fueled by government deficits, low rates, and consumption — drivers now at risk, raising questions about the sustainability of market valuations.
By
5 min
Article
2027-01-31
Article
3 min
Oil: The real influencer in the Venezuela intervention
Multi-asset Strategist Nanette Abuhoff Jacobson details the role of oil in the recent events in Venezuela and shares the investment implications.
3 min
Article
2027-01-31
Article
4 min
Geopolitics in 2026: Risks and opportunities we’re watching
Geopolitical Strategist Thomas Mucha shares his outlook, highlighting conflicts to watch, the importance of national security, and investment opportunities.
By
4 min
Article
2027-01-31
Event replay
25 min
Markets & the economy into 2026: scenarios to watch
In this ActiveViews webcast, host Will Lockhart and Macro Strategist John Butler explore potential macro scenarios for 2026 and set out the key implications for investors.
25 min
Event replay
2026-12-11
Article
2 min
FOMC: Easing into uncertainty
Fixed Income Portfolio Manager Jeremy Forster profiles the Fed's December rate cut, labor market trends, inflation pressures, and the role of anticipated changes to FOMC leaders in 2026.
2 min
Article
2026-03-31
Article
5 min
Private credit outlook for 2026: 5 key trends
Our private credit experts discuss five themes driving the asset class’s 2026 outlook, including public/private convergence, changing credit profiles, the growth of retail, and much more.
5 min
Article
2026-12-31
URL References
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