Optimising fixed income allocations in a new market regime

29 September 2026 | Ralph Gasser

With benchmark government yield curves relentlessly trending upwards and core markets credit spreads at 19-year lows, the need for specialist fixed income solutions offering contained interest rate risk, substantial excess spreads, intact valuation profiles and true diversification benefits remains, in my view, pressing.

Stewardship in Practice Engaging on Artificial Intelligence (AI) – Responsible Use and Oversight

29 September 2026 | Simona Rubino

AI is moving rapidly from experimentation to implementation. For us as investors, the opportunity is significant, but capturing its long-term benefits will depend on how responsibly companies develop and deploy the technology.

Tightening not frightening - the case for some profit-taking amid a rally

08 September 2026 | Julian Howard

One of the more common errors in portfolio management is conflating near-term tactical portfolio adjustments with a strategic change of view.

EM Technology: Early summer pullback masks improving fundamentals

26 August 2026 | Ygal Sebban

The start of Q3 2026 saw a sharp correction across technology stocks following exceptionally strong gains in H1.