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Investors are finding it more difficult than ever to navigate the financial markets due to the growing influence of central banks and an increasingly volatile political climate. Here, our economists, strategists and portfolio managers shed light on the investment developments that matter most.

this month's must read
Search for income Absolute return in practice: prepared for anything
Sarah Hargreaves, Senior Investment Manager, Thomas Hansen, Senior Investment Manager November 2017
Emerging Markets Four reasons why Russia will shrug off the latest round of US sanctions
We look at why the latest US sanctions are unlikely to be as harmful for Russia as the 2014 ones, reinforcing the investment case for Russia.
Patrick Zweifel, Chief Economist, Nikolay Markov, Senior Economist May 2018
Asset allocation The case for a Swiss defence 
Why Switzerland's equities could benefit if the cyclical stock rally runs out of steam
Luca Paolini, Chief Strategist, Anastassios Frangulidis, Head of Multi Asset Zürich May 2018
Search for income Why investors shouldn't fear higher bond yields
US 10-year Treasury yields have breached 3 per cent, heralding tougher times for bond investors. Flexibility and a longer time horizon can boost...
Andres Sanchez Balcazar, Head of Global Bonds May 2018
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