In their 2026 outlook, Lucas Klein and Marc Pinto discuss how AI and structural reforms, especially in Europe, present opportunities for selective investors.
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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.
Assessing the market reaction to President Trump’s tariffs and where we’re seeing opportunities as a result of the dislocation.
How fixed income markets are responding to Trump’s sweeping tariffs.
Can diversification help investors to ride out the uncertainty as US tariffs reshape global trade dynamics?