02.01.2025 10:07 - Schroder Investment Management (Switzerland) AG (LUX & CH): We sit down with John Armitage, one of Europe’s most established hedge fund managers. He's the chief investment officer and co-founder of Egerton Capital with which Schroders has a longstanding partnership on its liquid alternatives platform. You can read the full article here:
18.12.2024 11:15 - Bellevue Asset Management AG: The outcome of the US elections and the nomination of Robert F. Kennedy Jr. as the next US health secretary sent tremors across the healthcare sector. While tax breaks and laxer regulations could boost industry innovation, it is hard to say what the new administration's healthcare policy will actually look like. Bellevue Asset Management’s healthcare experts offer a glimpse of what may lie ahead for the sector in...
07.11.2024 06:18 - Schroder Investment Management (Switzerland) AG (LUX & CH): Jerome Neyroud, head of infrastructure debt investments at Schroders Capital, on why infrastructure debt is no longer niche, the appeal of the asset class and the sectors poised to drive future demand. You can read the full article here:
07.10.2024 10:51 - Bellevue Asset Management AG: Bellevue Asset Management’s Medtech & Services Fund has successfully combined stability and diversification during the past 15 years to generate value in the dynamic field of medical technology and healthcare services. The fund has outperformed the total stock market ever since its launch in 2009 and even more exciting developments lie ahead: The medtech and services sector, through its embrace of next-generation...
20.09.2024 15:21 - State Street Global Advisors: The debate between active and index investing has evolved. Now, the key question is whether active, index or systematic investing is more effective for specific fixed-income sectors and the asset class as a whole. Our latest paper, The Role of Active, Index and Systematic Investing in Fixed Income Portfolios.
04.09.2024 10:04 - Schroder Investment Management (Switzerland) AG (LUX & CH): Duncan Lamont, Head of Strategic Research, discusses the potential benefits of investing in private assets. You can read the full article here:
29.08.2024 11:18 - Schroder Investment Management (Switzerland) AG (LUX & CH): Unveiling their latest forecasts, our economists explain why fears around an imminent US recession are overblown and project that central bank policymakers will cut rates cautiously to avoid a second wave of inflation. You can read the full article here: