Income

A first-year review of European Equity Income Plus: performance, income distribution and resilience across turbulent markets. We examine how the strategy’s three building blocks responded to sharp drawdowns, a V-shaped recovery and geopolitical shock as the fund enters its second year.

Foreign exchange markets have taken centre stage again in recent weeks. President Trump’s apparent indifference to the relatively steep dollar depreciation trend of late has raised a few eyebrows and added fuel to the dollar fire.

Explore the Global Credit Outlook 2026: A concise overview of key trends in global credit markets, from macroeconomic shifts and corporate fundamentals to AI-driven investments and market opportunities. Gain insights to navigate the year ahead effectively.

As we approach 2026, Fixed Income markets are shaped by weaker fundamentals, though lower uncertainty may reduce the likelihood of a catastrophic decline. That said, volatility will remain a defining feature. We believe the year ahead holds great potential for active managers who remain steady at the wheel: cautious but nimble.

The Income team analyzed the performance of the Euro Stoxx 50 Buy Write Index, a simple covered call strategy, over 25 years. The piece shows how different return drivers behaved across cycles and provides context for long-term income patterns within European equity income strategies.

Swiss equities are often seen as a safe haven, but they come with their own challenges. These can be tackled elegantly.

Collateralised loan obligations, or CLOs, have become an increasingly popular asset class within global fixed income.

You can now watch the replay of our webinar: The new multi-plural world: Macro divergence meets yield

With strong fundamentals, broad region and sector diversification, and a track record of weathering financial crises, emerging-market investment-grade (EM IG) bonds have evolved into a high-quality asset class, in our view. Yet, despite a robust risk-return profile, EM IG remains significantly underrepresented in actively managed, dedicated strategies.

Stay cool this summer as economic growth persists and normalcy resumes

Markets have been showing signs of fresh optimism, but risks still linger. In this Investors’ Outlook, the Multi Asset Boutique explores the latest macroeconomic trends and geopolitical developments and explains what it all may mean for investors.

The turbulent start to 2025 has sent many investors seeking alternatives to US assets, but in our view European fixed income can offer more than just diversification.