Why rational pricing and rising dispersion represent a rare opportunity for absolute return investors.
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.
Active vs passive? How a blended approach could work better in global equities
US–EU tensions escalate as new US tariffs prompt European unity and raise market escalation risks.
Is the semiconductor industry becoming the necessary 'voice of reason' amid AI exuberance?
Considering the impact on oil prices and energy stocks from the U.S. removal of Nicolás Maduro.
How are stablecoins, tokenization, and artificial intelligence (AI) reshaping payment systems and financial markets?
What will U.S. action and the presidential change in Venezuela mean for investors?
Selectivity and valuation discipline are key to investing in tech stocks as as AI continues to drive economic transformation in 2026 and beyond.
Implications of AI adoption, stimulus driving economic momentum, and rising risks in private credit within sustainable equities investing.
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.