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    2026 investment outlook: striking a new balance
    cross asset

    2026 investment outlook: striking a new balance

    How will 2026 contrast with this year’s macro volatility and market concentration? Across listed and private markets, we offer key investment convictions.
    Investing for impact: private equity’s role in the plastics challenge
    private assetsPlastic Circularity Strategy
    private assetsPlastic Circularity Strategy

    Investing for impact: private equity’s role in the plastics challenge

    Our Plastic Circularity strategy aims to show how growth-focused private equity investment can deliver measurable sustainability outcomes. 
    Bullish despite AI bubble fears? Why we remain risk-on, for now
    cross asset

    Bullish despite AI bubble fears? Why we remain risk-on, for now

    Fundamentals and technicals – like corporate earnings and investor positioning – reinforce our risk-on stance despite the risk of an AI bubble.  
    Investing in a K-shaped world of fragmented returns
    multi-assetAll Roads
    multi-assetAll Roads

    Investing in a K-shaped world of fragmented returns

    Markets and economies are increasingly driven by a handful of winners while the rest stagnate. How should investors react? 
    Swiss Franc Credit Bond: a reliable record of outperformance
    fixed incomeSwiss Franc bonds
    fixed incomeSwiss Franc bonds

    Swiss Franc Credit Bond: a reliable record of outperformance

    Our Swiss Franc Credit Bond strategy has been a model of consistency, underscoring the benefits of active management in this investment space.
    Forward thinking in net-zero investing: four myths debunked
    equitiesTNZ equities
    equitiesTNZ equities

    Forward thinking in net-zero investing: four myths debunked

    We challenge myths about climate investing, including managing uncertainty in metrics and modelling potential US policy rollbacks.
    Will investing for income become the new trend in an ageing world?
    multi-assetAll Roads
    multi-assetAll Roads

    Will investing for income become the new trend in an ageing world?

    As societies age, investor preferences will shift towards stable income over capital appreciation, reshaping portfolio construction.
    A better way to invest in high yield: solving liquidity, cost and performance issues
    fixed incomeLiquid Global High Yield
    fixed incomeLiquid Global High Yield

    A better way to invest in high yield: solving liquidity, cost and performance issues

    How can bond investors access high-yield credit with greater liquidity and lower cost to tap into the full potential of the asset class?
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