28.08.2025 12:05 - State Street Investment Management: Unhedged USD investors have long seen strong returns and lower risk, but 2025 brings new challenges. A single hedge strategy no longer fits all—our recent papers reflect differentiated hedging approaches across currencies.
28.08.2025 12:04 - State Street Investment Management: Amid rising concerns over foreign divestment from U.S. Treasuries, this paper offers a data-driven perspective for investors. It examines the evolving dynamics of global capital flows and their implications for Treasury demand, portfolio strategy, and market stability.
28.08.2025 11:59 - State Street Investment Management: Many investors believe that climate change is a key driver of investment risks in portfolios today. With the right approach, it also presents one of the greatest investment opportunities. Access The Climate Files — four case studies revealing best practices in integrating advanced, climate-thematic investment objectives into your portfolio.
28.08.2025 11:54 - State Street Investment Management: Climate change may introduce risks and opportunities within fixed-income investment portfolios. Our Climate Transition Corporate Bond Beta Investing Approach seeks to support investors who prioritize sustainability factors aimed at addressing those climate-related risks and opportunities.
28.08.2025 11:48 - State Street Investment Management: Fixed income ideas for choppy markets. The bond market has been turbulent this year, calling into question fixed income’s role as a stabilizing force in portfolios. Learn four ways you can position your fixed income allocation to help steady your performance.
28.08.2025 11:43 - State Street Investment Management: Systematic Active Fixed Income (SAFI) investing builds portfolios with exposure to factors that are believed to be impactful to performance, according to historical data. Hear from Arkady Ho, Fixed Income Portfolio Strategist, about the potential benefits of SAFI.
04.07.2025 14:54 - Bellevue Asset Management AG: Valuations in the healthcare sector are at all-time lows, which represents an attractive buying opportunity for long-term investors. Three hard facts support that claim:
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...
10.04.2025 12:00 - Schroder Investment Management (Switzerland) AG (LUX & CH): Alors que les signes de la reprise s’intensifient dans l’immobilier mondial, nous explorons les principales opportunités pour les investisseurs en patrimoine privé en 2025 et au-delà. Vous trouverez l'article complet ici: