In their 2026 outlook, Lucas Klein and Marc Pinto discuss how AI and structural reforms, especially in Europe, present opportunities for selective investors.
Insights
Alex Veroude explains why the credit cycle in fixed income still has further to run in 2026, but investors should build some resilience into their portfolios.
Ali Dibadj explores key investment themes for 2026 to help actively position portfolios for resilience and growth.
Lebanon’s reform hopes hinge on banking overhaul and Hezbollah disarmament. The IMF meetings gave some further perspective on these prospects ahead of the May elections.
Small caps are where innovation meets opportunity. With less coverage and lower valuations, they offer a rare chance to invest before the crowd catches on and quietly outperform over time. Often overlooked, these companies are bursting with growth potential and thrive in shifting economic landscapes. The upcoming webinar is scheduled for 3 December 2025, where we will have the opportunity to hear insights from Richard Brown, Client Portfolio Manager on the Global Smaller Companies Fund. Richard will delve into the fund’s strategy, key holdings, and the long-term benefits of tapping into this dynamic segment of the market.
U.S. companies have thus far withstood the Trump administration’s barrage of tariffs, but signs of stress are emerging in the most exposed sectors.
The risk of tariff-induced supply disruptions has raised the stakes for monetary policy error.
Risk assets rebounded in Q2 as worries about tariffs eased and earnings growth proved resilient. Can the trend continue to hold on?
How pharmaceutical tariffs and drug pricing reform could help secure biopharma innovation over the long run.
Healthcare is the largest sector within the Collateralised Loan Obligation (CLO) universe. How can CLO investors navigate this environment?
Low valuations, accommodative monetary policies, and fiscal spending initiatives are boosting the outlook for ex U.S. stocks.