Why absolute return strategies are set to play a pivotal role in 2026, offering diversification and resilience to offset uncertainty and evolving market dynamics.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
From underdogs to potential frontrunners: are small caps ready for a resurgence in 2026?
Can European equities grow in 2026, fuelled by reforms, improved trade conditions, and a broadening macroeconomic rebound?
Andy Acker and Dan Lyons explain why low valuations and improving fundamentals could help the healthcare sector stand out in 2026.
Ali Dibadj explores key investment themes for 2026 to help actively position portfolios for resilience and growth.
In their 2026 outlook, Lucas Klein and Marc Pinto discuss how AI and structural reforms, especially in Europe, present opportunities for selective investors.
China aims to focus on high-quality, innovation-led development to drive economic growth.
The UK Budget removes a lot of uncertainty for UK markets, allowing a refocus on corporate fundamentals.
While big tech is making headlines in the US, small caps benefit from much high pricing dispersion and market inefficiencies. Is this the area where active managers can shine?
A discussion on equity and fixed income positioning during a period of AI-driven economic growth and Fed policy uncertainty.
NVIDIA assuages investor concerns around the AI bubble.