Insights
2024 Sustainability Report
We are pleased to present our Sustainability Report, showcasing our commitment to both sustainable investing and corporate responsibility and highlighting our ongoing efforts to integrate sustainability into every aspect of our business.
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Fixed Income
May 7, 2020
Out of Darkness Comes Light
The COVID-19 pandemic has been indeed the top story so far in 2020, but the oil price war between Saudi Arabia and Russia has also had a substantial impact on financial markets.
Market Commentaries
April 8, 2021
Market Update from the Global Asset Allocation Team – April 2021
The macroeconomic outlook continued to gather momentum heading into the second quarter as the global vaccine campaign accelerated, while plans for large-scale fiscal spending in the US also emboldened calls for a rapid recovery through 2021.
Fixed Income
January 16, 2020
The Tail Wagging the Panda
With the phase 1 agreement officially on paper, the Chinese Yuan has returned to the level it was before the trade war hit its culmination point in August – on January 15th, the PBOC set the currency at 6.8845 USD/CNY (0.14525 CNY/USD), its strongest since the end of July last year. Yet the U.S. 10-year […]
Market Commentaries
September 2, 2020
Market Update from the Global Asset Allocation team – September 2020
The fastest bear-market recovery in history showed little sign of wavering in August. Investor optimism remained
buoyant on signs of progress in developing a vaccine to quell the pandemic, which helped to instill confidence in a swift
global economic revival.
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Insights
November 7, 2025
Global Asset Allocation Team Market Update – November 2025
The fourth quarter got off to a strong start. Solid economic and corporate earnings results in the United States provided a tailwind for global stock markets – while a tentative trade truce between the United States and China added to the optimistic mood in the market.
Market Update from the Global Asset Allocation team – May 2020