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.

L’équipe Income a analysé la performance de l’indice Euro Stoxx 50 Buy Write, une stratégie simple de vente d’options d’achat couvertes, sur 25 ans. L’article montre comment les composantes de rendement évoluent au fil des cycles et éclaire les schémas de rendement à long terme des stratégies actions européennes axées sur le revenu.

Les actions suisses sont souvent perçues comme une valeur refuge, mais elles comportent aussi leurs propres défis. Ceux-ci peuvent être abordés avec élégance.

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

Les marchés montrent des signes d’un regain d’optimisme, mais les risques persistent. Dans la présente édition de l’Investors’ Outlook, la Multi Asset Boutique examine les dernières tendances macroéconomiques et les événements géopolitiques récents et explique ce que ces éléments peuvent signifier pour les investisseurs.

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.