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Investable Theme - The Age of AI Disruption
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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.

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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.

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Embracing Disruption

From Iran tensions to European resilience: investment implications

Recent geopolitical developments in the Middle East, including the war in Iran, reinforce the importance of strategic autonomy and resilience for Europe.

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Why the Hormuz disruption matters for Asia’s economies

The closure of the Strait of Hormuz is emerging as a major external test for Asia, with the Philippines, India, Singapore, Thailand and Taiwan most exposed.

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Embracing Disruption

Trump’s Greenland Tariffs and the Rising Trade War Risk

Trump’s Greenland‑linked tariffs raise risks of EU retaliation, a global trade war, and major economic and market impacts across the US and Europe.

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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.

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Navigating Rates

Six themes for high yield bond investors in 2026

We examine the main trends shaping the environment for high yield bonds this year.

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Embracing Disruption

European sovereignty as opportunity

The political landscape across Europe, and the world, is currently undergoing perhaps the most profound changes since the end of the Cold War.

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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.

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