PM Corner

Sie wollen sich nicht länger von den Märkten beirren lassen? Erfahren Sie in unserer «PM Corner»-Reihe, wie einige unserer Portfoliomanager Markttrends und künftige Entwicklungen einschätzen und wo sie echte Chancen sehen.

Einblicke auf Deutsch

Werden KI-Ärzte die Medikamentenvermarktung revolutionieren?
KI und Rechenzentren: eine neue Nachfragequelle für Strom
Erträge aus Dividenden und Optionsprämien
Background-Screening: Entlarvung einer versteckten Bedrohung
Bekannte Unbekannte von Infrastrukturinvestitionen
Auf KI gestützte Robotik und Automatisierung
Der Aufstieg natürlicher Kältemittel
Wie Sie von wichtigen Zukunftstrends profitieren
Megatrends und disruptive Innovationen
Kann künstliche Intelligenz die IT-Sicherheit revolutionieren?
KI und die Zukunft von Robotik und Automatisierung
Ohne ausgebaute Stromnetze keine Energiewende
Herausfordernder Kampf gegen gefälschte Arzneimittel
Der Wert des Naturkapitals
Grand Paris Express: Ein wegweisendes Infrastrukturprojekt
Können chinesische Aktien in einem sich verlangsamenden Wirtschaftswachstum bestehen?
Ein Unternehmerstaat
Der Kampf gegen die Inflation geht in die Verlängerung
Energie-Evolution: Der Ü��gang von Grau zu Grün?
Aktienmarkt-Ausblick für das 3. Quartal: zu wenig und zu spät?
Ist es an der Zeit, Fixed-Income-Allokationen zu überprüfen?
Drei Vorteile durch höhere Erträge festverzinslicher Anlagen
Seien Sie auf einen langen, stürmischen Sommer gefasst
Bond Bites: Abseits des Ziels
Ausblick für den Aktienmarkt 1. Quartal
Aktien im Stillstand?

Einblicke auf Englisch

AI and datacenters: A new source of electricity demand
Income with dividends and option premiums
Navigating fixed income in 2025: Key trends and insights
Asia credit market on the recovery path
Background screening: Unmasking a hidden threat
Known unknowns of infrastructure investments
Will US bond markets outperform Europe and China in 2025?
2025 Fixed Income Default Study
AI-enabled robotics and automation
Needles in haystacks
Emerging market debt reflections following IMF-World Bank meetings
Fundamental investment
The rise of natural refrigerants
Fixed income outlook – 3Q 2024
Portfolio diversification with Sukuk
The Fed did it, and may do it again soon
Fixed Income Outlook – 2H 2024
The investor’s dilemma
Magnificent moats?
Megatrends and disruptive innovation
A tug-of-war transition
Fighting the fake drugs challenge
Uranium – a powerful element in energy transition
Robotics today and tomorrow
The next move: Trying to predict central banks’ inflation end game
How do electric vehicles affect global oil demand?
The fight against inflation enters extra time
Macro outlook and impact on fixed income for 2024
Q1 2024 equity market outlook
2024 Fixed Income Default Study
Expanding electric grids is essential for the energy transition
Sparking bonds back into life
Technology transforms the transplantation process
Can Chinese equities withstand a slowing economy?
An entrepreneurial state
The force awakens in fixed income
Lithium-ion batteries: powering the future
Q4 2023 equity market outlook
Integrating ESG into factor index solutions
AI and the future of robotics and automation
China: Will the recovery continue to misfire?
The value of natural capital
Convertible bonds and how they perform in the aftermath of a rate hike cycle
Artificial intelligence in education: AI + HI = ROI
A decade after the taper tantrum, is it the emerging market’s time to shine?
Q3 equity market outlook
Latest insights on emerging markets equities
Value-based care: how effective is it in lowering healthcare costs?
Pulling the interest rate ripcord
Find strength and balance in Asian credit
Rules-based strategies
Q2 2023 equity market outlook: Five key charts on equity market drivers
Energy evolution: the transition from gray to green
Noise canceling: Tuning into central banking signals
Banking sector stress, not a crisis
The last resort: Bringing inflation back to target when all else fails
2023 Fixed Income Default Study
Credit investing in a higher interest rate world
China and the Global Economy
There is light at the end of the tunnel
A thicker cushion against another bad landing
Q1 2023 equity market outlook: Central banks raise recession expectations
Identity and access management: guardians of the digital front door
Edutainment and robotics are likely to become future megatrends
Why convertible bonds are useful during market volatility
The blood–brain barrier: the final frontier?
Webinar: Where next for bonds?
Seeking future stock winners
Why senior secured loans are loved by bond investors
The evolution of 5G and its benefits for businesses
Innovation at a discount
Q3 equity market outlook: too little, too late?
Is it time to revisit fixed income allocations?
Three benefits of higher income in fixed income
EM Fixed Income: Brace for a long, stormy summer
Bond Bites: Off target
Where next for Emerging market debt?
Bond Bites: What doesn’t bend, breaks?
Q2 equity market outlook
Bonds in the Face of Inflation: the Beautiful and the Damned
2022 ��ţ��-AM Default study
Into the unknown
Q1 equity market outlook
Opportunities and risks on the road to Net Zero
Thematic investing: seeking tomorrow’s winners
The human skills we will need to collaborate with robots
Navigating challenging fixed income markets
Postcards from the Death Zone
Asia Equities with Shou Pin Choo
Real Estate in China: Sector Focus
Capitalism. And other myths.
Conversation with Kevin Russell — Key alpha drivers and opportunities
The new digital life of a drug
Conversation with Shou-Pin Choo — Asian equities Q&A
The spirit of Dada
Conversation with Kevin Zhao — Inflation, post pandemic recovery or longer-term trend?
The Inflation Debate
Conversation with Max Anderl — A Shrinking labour force equals increased inflation, right?
A new rhythm?
PFAS – the “forever chemicals”

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