Brian Demain discusses why he believes it’s important to stay focused on diversification and business-model quality heading into 2026.
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Introducing some of the factors supporting the case for absolute return at a time when disruption is becoming the norm.
Attractive yield and fundamental diversification makes emerging markets hard currency debt a compelling opportunity for 2026.
Brian Recht explores how AI is moving from blanket enthusiasm to competitive differentiation and why extreme market concentration creates opportunities in overlooked segments.
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.
With valuations increasingly elevated, Julian McManus and Chris O’Malley explain why a selective approach to global equities is critical as we head into the near year.
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.
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.
Private credit is expanding rapidly – and asset-backed finance (ABF) is leading its next phase. In 2026, we believe the winners will be defined by transparency, data precision, and disciplined execution.
John Lloyd shares why he believes multi-sector fixed income is poised for continued strong performance in his 2026 investment outlook.