Introducing some of the factors supporting the case for absolute return at a time when disruption is becoming the norm.
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Jonathan Coleman explores key drivers that could support U.S. small-cap performance in 2026, including reshoring trends, M&A activity, and AI productivity gains.
In their 2026 outlook, Lucas Klein and Marc Pinto discuss how AI and structural reforms, especially in Europe, present opportunities for selective investors.
Why absolute return strategies are set to play a pivotal role in 2026, offering diversification and resilience to offset uncertainty and evolving market dynamics.
From underdogs to potential frontrunners: are small caps ready for a resurgence in 2026?
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.
In his 2026 outlook, Jeremiah Buckley discusses how AI infrastructure spending and productivity gains could help support continued economic and earnings growth.
John Lloyd shares why he believes multi-sector fixed income is poised for continued strong performance in his 2026 investment outlook.
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.
AI adoption, reshoring trends, and M&A activity could create long-duration growth tailwinds for small- and mid-cap domestic firms.