US small-cap equities: tailwinds set...
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: 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
KEY POINTS: There remain attractive opportunities in fixed income, despite geopolitical and economic headwinds. But these uncertainties underline the need…
17/03/26
Recent shifts in global bond markets mean investors need to rethink their approach to fixed income. Amid ongoing volatility and…
17/03/26