Equity Quarterly: Not so different
The Middle East conflict continues to dominate the equity outlook, so far markets have shown surprising resilience. Macroeconomic data has…
16/04/26
Portfolio perspectives
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Article
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Article
Potential implications of the Middle...
The Middle East conflict, while first and foremost a human tragedy, also represents an energy supply shock with potentially significant…
15/04/26
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White paper
ETF Watch – April 2026
Following a strong start to 2026, March saw a significant slowdown in UCITS ETF inflows. The month’s €9.6 billion net…
14/04/26
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Article
Euro fixed income: A broad...
Despite the Iran conflict, we continue to see potential opportunities for ETF investors in European fixed income. Solid corporate fundamentals…
13/04/26
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Podcast
Healthcare equities: Healthier prospects in...
Healthcare equities – especially in the US, by far the largest market – look set for a strong recovery in…
10/04/26
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Video
Webinar – Navigating Uncertainty in 2026
The webinar recording from 26 March 2026, captures a concise discussion on how a flexible, absolute‑return mindset can strengthen fixed‑income…
09/04/26