Onze Publicaties

AI Disruption

The AI cycle meets the power of predictable income

The investment landscape in 2026 is shaped less by the question of whether artificial intelligence will transform the economy, and more by who will ultimately be able to monetize that transformation.

AI Disruption

Reel Returns: Investing in the AI Entertainment Revolution

Robots are no longer just sci-fi movie stars. They’re moving behind the camera and into the studios. A new era of filmmaking is ready for its closeup.

Navigating Rates

Carry on – another strong year for emerging market debt?

Surging interest in emerging market debt, several ratings upgrades and a weak dollar all suggest a possible repeat of last year’s good returns.

Outlook 2026: Navigate new pathways

Resilient global growth, manageable inflation and the AI boom are keeping the economy buoyant, but changing market dynamics will demand different tools across a range of asset classes, public and private.

Embracing Disruption

Update on India valuations: an attractive entry point?

In our previous note, we outlined the reasons why we believe India warrants a premium valuation among global equity markets. Since then, India’s relative valuations have fallen to an all-time low. Given this sharp pullback, we want to articulate why we see a potentially compelling entry point for investors.

Navigating Rates

Making European markets great again?

We think the recent reversal in fortunes for European and US markets underlines the importance of a diversified and agile investment approach.