Income

Un riepilogo del primo anno di European Equity Income Plus: performance, generazione di reddito e resilienza in mercati turbolenti. Esaminiamo come i tre pilastri della strategia hanno reagito a forti ribassi, a una ripresa a V e a shock geopolitici, mentre il fondo entra nel suo secondo anno.

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.

Il team Income ha analizzato la performance dell'indice Euro Stoxx 50 Buy Write, una semplice strategia di covered call, nell'arco di 25 anni. L'articolo mostra come si sono comportati i diversi fattori di rendimento nei vari cicli e fornisce un contesto per comprendere il rendimento a lungo termine delle strategie di covered calls sull’azionario europeo.

Le azioni svizzere sono spesso considerate un bene rifugio, ma presentano anche alcune sfide. Questi possono essere affrontati elegantemente.

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

I mercati mostrano segni di ottimismo, ma i rischi permangono. In questo Investors’ Outlook, la Multi Asset Boutique analizza gli ultimi trend macroeconomici e gli sviluppi geopolitici e ci spiega le possibili conseguenze per gli investitori.

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.