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House View Q1 2026: Discipline and diversification

The global economy enters 2026 bending but not breaking. We expect growth to stay on track, creating an environment that favours risk-taking. Expect a resilient yet complex year where active management will be critical.

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House View Q1 2026: Discipline and diversification

The global economy enters 2026 bending but not breaking. We expect growth to stay on track, creating an environment that favours risk-taking. Expect a resilient yet complex year where active management will be critical.

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4 days ago

Embracing Disruption

AI: Short‑Term Risks, Long‑Term Growth Potential

AI growth drives water demand for cooling, power, and chips, raising sustainability and regulatory risks in water-stressed regions.

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by Michael Heldmann | 07/01/2026

Navigating Rates

Venezuela update: geopolitical shockwaves

The US capture of Venezuela's president could lead to oil price volatility and a renewed focus on political risk in emerging markets.

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by Christian Schulz , Alexander Robey, CFA | 05/01/2026

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