KEY POINTS: Global megatrends are structural forces with significant implications for society and the economy. We believe technological, environmental and…
01/04/26
KEY POINTS: Despite recent spikes in volatility the high yield segment continues to attract investor demand. Historically, returns tend to…
01/04/26
KEY POINTS: After years of lagging their large-cap counterparts, US small-caps are experiencing a recovery. And this time, the fundamentals…
01/04/26
KEY POINTS: Digital transformation is the most durable investment theme of our era. By 2030, the global AI market alone…
01/04/26
KEY POINTS: The US high yield bond market delivered an 8.5% return in 2025, with coupon income contributing roughly 7%…
26/03/26
KEY POINTS: Increasing exposure to Europe was a consensus trade during 2025. Investors re-evaluated their positioning – notably US overweighting…
18/03/26
