18.06.2025 09:37 - Bellevue Asset Management AG: European equities have been attracting more attention, also from international investors. Given the growing uncertainty at the global level, continental European stocks offer diversification advantages and attractive valuations. Birgitte Olsen, Head of Entrepreneur Investments and Portfolio Manager at Bellevue Asset Management, explains why European small and mid caps are such a compelling investment proposition...
03.06.2025 12:11 - State Street Investment Management: How can Systematic Active Fixed Income be effectively incorporated into a core fixed income allocation? We give a practical example in our case study.
03.06.2025 12:09 - State Street Investment Management: How does systematic active fixed income (SAFI) investing actually work? In this article, we go through the SAFI investment process step by step, explain the generation of signals, and discuss the various potential benefits of SAFI for investors.
03.06.2025 11:58 - State Street Investment Management: A source of return, yield and diversification, GHY merits serious consideration for most fixed income portfolios but doubts remain for some investors. We challenge three common GHY myths and explain why it makes sense for most investors to consider an indexed approach in GHY.
08.05.2025 16:35 - Bellevue Asset Management AG: Increasing surgical procedure volumes, robust product cycles and promising innovations will propel the medtech & services sector forward in 2025 – despite the geopolitical rumblings and new tariff-related risks. Why structural trends will still set the course for medtech, much more so than short-lived headlines. An update from Marcel Fritsch and Stefan Blum, Portfolio Managers of the Bellevue Medtech & Services...
30.04.2025 06:59 - Schroder Investment Management (Switzerland) AG (LUX & CH): Heightened concerns about risk create more opportunities for value investors’ well-honed ability to assess risk/reward trade-offs. You can read the full article here:
30.04.2025 06:58 - Schroder Investment Management (Switzerland) AG (LUX & CH): Amid the uncertainty, attractive valuations are starting to appear. You can read the full article here:
03.04.2025 11:11 - Schroder Investment Management (Switzerland) AG (LUX & CH): There is increasing evidence of positive market movements in relation to activity and transaction pricing – and our value framework suggests that, despite a challenged economic outlook, we are in the early stages of a steady real estate recovery. You can read the full article here:
27.03.2025 09:49 - Schroder Investment Management (Switzerland) AG (LUX & CH): We remain positive on equities and have broadened our regional exposure, upgrading our views on global emerging markets and China. Find out more about our views on a range of asset classes here. You can read the full article here: