Market Outlook
Discover our key messages and possible investment strategies to follow
Insights
Here you can find perspectives on markets, trends and other stories of interest, as well as learn more about our business.
Current themes
Our investment team analyzes the main themes and the latest market trends
Market Outlook
Quarterly Report July 2025 | Policy Shift: Finding the signal behind the noise
Get our quarterly report for a first-hand account of how our teams see the markets performing and the investment opportunities in Q3 2025
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Quarterly Report April 2025 | Policy uncertainty calls for defensive positioning
Get our quarterly report for a first-hand account of how our teams see the markets performing and the investment opportunities in Q2 2025
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Global Market Outlook 2025 | Stay ahead: Active investing for a shifting landscape
Get our annual market outlook for a first-hand account of how our teams see the markets performing and the investment opportunities in 2025
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Current Themes
Robotics and automation
The robotics industry has entered a more dynamic phase of development and we believe it will become dominant over the next decade.
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The value of diversifying with small caps
Since they tend to be at an earlier stage of development, small cap companies tend to expand faster, which can provide greater appreciation for investors in the long term
Private Credit
Private credit has rapidly evolved from being a niche financing option to a significant and institutionalized asset class, driven primarily by regulatory changes and investor preferences.
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Thematic Funds
Thematic investing refers to strategies through which investors can invest in megatrends, capturing opportunities arising from structural changes in society that transcend economic cycles. In other words, thematic investing is about transforming megatrends into investment opportunities.
Diversified Fixed Income Portfolios
Yield levels of most fixed income asset classes remain attractive from a historical point of view despite the good performance of 2023.
The potential of generative Artificial Intelligence (AI)
The recent emergence of generative artificial intelligence (AI) is a clear example of the massive, rapid adoption of a technological innovation that is having a major impact on society and all sectors of the economy.
