Forward-looking and in-depth insights from our investment teams. We try to identify the themes and dynamics that cut across markets and connect the dots for you.
Our latest insights
- Real Estate Outlook – Switzerland, Edition 1H25
- Making diversification great again
- If you want peace
- TRTPM monthly blog – Edition March 2025
- The expanding opportunity set
- O’Connor Global Multi-Strategy Alpha Monthly Letter
- Bond Bites
- Unified Global Alternatives – Hedge Fund Bulletin
- Harnessing climate data
- Webinar with Bin Shi – From pessimism to prosperity
- AI and datacenters: A new source of electricity demand
- Adapting to economic trends in real estate
- The bitter squeeze: Orange juice futures collapse under tariff
- How to turn Chinese consumption around
- Navigating real estate cycles
- Navigating fixed income in 2025: Key trends and insights
- The Diversification Edition
- Private Markets, Edition December 2024
- Opportunities in UK commercial real estate
- The strategic and tactical case for loans
- Go against the tide, or with the flow?
- Commodities Spotlight
- ETF securities lending made simple
- American ‘Un’-exceptionalism?
- TRTPM monthly blog – Edition February 2025
- Green footprints?
- Unified Global Alternatives – Hedge Funds Bulletin
- O’Connor Global Multi-Strategy Alpha Monthly Letter
- Private Credit – current dynamics shaping markets
- Beneath the surface: market structure considerations for syndicated loans
- Asia credit market on the recovery path
- Background screening: Unmasking a hidden threat
- UK commercial real estate recovery
- A sustainable future for commodity index investing?
- Evolving diversification: New asset allocation approaches for insurers
- Navigating tariffs
- Strategy Outlook
- Diversifying private credit portfolios: beyond traditional metrics
- TRTPM monthly blog – Edition January 2025
- HFS Bulletin
- How Chinese companies craft their own future
- Key takeaways from COP29
- Known unknowns of infrastructure investments
- Will US bond markets outperform Europe and China in 2025?
- Top 10 questions on real estate markets for 2025
- 2025 Fixed Income Default Study
- O’Connor Global Multi-Strategy Alpha Monthly Letter
- China market terminology explained
- Buying bonds
- Reasons for a standalone India allocation in a global portfolio
- The value of vehicles
- A short guide to index selection
- HFS Bulletin
- Informed, active and collaborative
- O’Connor Global Multi-Strategy Alpha Monthly Letter
- AI-enabled robotics and automation
- Europe Real Estate Outlook – Edition December 2024
- The Red Thread – Diversification edition – Webinar
- Real Estate: The Red Thread – Private Markets
- Not all net zero pathways are created equal
- Infrastructure: The Red Thread – Private Markets
- Food and agriculture: The Red Thread – Private Markets
- Private equity: The Red Thread – Private Markets
- Private credit: The Red Thread – Private Markets
- US Real Estate Outlook – Edition December 2024
- APAC Real Estate Outlook – Edition December 2024
- Switzerland Real Estate Outlook – Edition December 2024
- Global Real Estate Outlook – Edition December 2024
- Private equity: Edition December 2024
- Infrastructure 2025 Outlook
- US elections: How disruptive is Trump 2.0 going to be?
- A chimeric transformation in real estate and life sciences
- Can anything stop US exceptionalism?
- How to consider playing the China wildcard
- O’Connor Global Multi-Strategy Alpha Monthly Letter
- Trumponomics and European real estate
- HFS Bulletin
- A brief history of diversification
- The non-linearity of diversification
- Needles in haystacks
- The beauty of indexing
- Diversifying the diversifier
- The evolving role of private equity in diversified portfolios
- Comparative & competitive advantages
- Embodied carbon
- Data centers
- Venture capital landscape
- Weight loss drugs – hope or hype?
- Strategy Outlook
- Why Working Capital Finance matters
- The craft of credit investing
- Breaking new ground
- AI and its impact on real estate
- Emerging market debt reflections following IMF-World Bank meetings
- Outlook for the CLO market amid macroeconomic challenges
- Swiss precision: Creating clockwork-like index equity portfolios
- The design and craft behind energy storage
- IPM monthly blog – Edition October 2024
- Fundamental investment
- The messy route to net zero: Improv lessons from a jazz master
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Introducing our leadership team
Meet the members of the team responsible for ÃÛ¶¹ÊÓƵ Asset Management’s strategic direction.
