Onze Publicaties

Sustainability

Q&A with a portfolio manager: the evolution of impact investing

In the second of our conversations with portfolio managers, the focus is on impact investing: market growth, measuring outcomes, and team collaboration.

Diversification Re-Engineered

Diversification in the age of AI: a practical toolkit

AI is concentrating markets in US and emerging market tech, weakening diversification and requiring more deliberate portfolio design.

Biodiversity | ~5 min read

Why biodiversity matters for health - and investment

Biodiversity loss is increasingly a health crisis – and one with real economic consequences. From food systems to infectious disease risk, we explore what this means on International Day for Biological Diversity.

Emerging market short duration bonds – an attractive diversifier?

Emerging market debt has shown resilience despite repeat geopolitical shocks and a changing world order. In this environment, we think short duration bonds could be a useful way to diversify portfolios.

Sustainability

Q&A with a portfolio manager: meeting client needs in a changing world

Sustainable investing has become more closely tied to resilience and pragmatic decision-making. We are publishing a short series of Q&A interviews with portfolio managers, sharing their perspectives of what this means in practice.

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.