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          A roadmap for the years ahead: Introducing our investable themes

          To help investors navigate today’s drastically different world, we’ve identified three overarching themes: a resurgent China, persistently low yields, and the drive to live and invest more sustainably. We’re using our expertise and insights to explain why these themes represent some of the biggest opportunities and risks for portfolios – and what investors can do.

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          29/04/2021

          Investing in the future of European renewable energies

          The build-out of renewable energy projects in Switzerland has taken a different trajectory to most of the country’s neighbours. However, there are some of the same forces at work in Switzerland driving the Swiss energy transition. The revised Energy Act referendum of 21 May 2017 (Energiegesetz) states as its goals: (i) to reduce energy consumption, (ii) to increase energy efficiency, (iii) to support renewable energies and (iv) the prohibition of building new nuclear facilities.¹ Europe has seen the renewable sector grow from dependence upon government support policies, designed to springboard various generation technologies, to standalone independent business models that, in many cases, no longer need any state intervention whatsoever.² The renewable energy market in Switzerland has also experienced a similar trend, in particular with regard to solar energy.

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          21/10/2020

          In the Year of the Rat, think even longer term

          This Chinese New Year, more than a billion people globally will celebrate the Year of the Rat. We believe investors everywhere can also find reason to celebrate China as a source of continued economic growth.

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          20/01/2020

          Accelerating economic growth through sustainability

          We stand at the crossroads of European Union’s (EU) sustainability strategy that is full of turning points with important implications for investors. In its recent reflection paper the European Commission (EC) highlights that it envisions strong future EU economic growth through sustainability transformation and business innovation.¹

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          08/05/2019

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