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We upgraded both our growth and defensive scores, moving the former to an overweight and bringing the latter to neutral.
UBP Alternative Investment Solutions
Europe is a key part of equity allocations. We highlight the case for active management and argue it’s a focus on fundamentals that matters.
Funds that invest in private markets while also offering flexible features may be attractive to high-net-worth investors who could benefit from a long-term allocation to an “illiquidity bucket” as...
Taiwan and South Korea are outpacing some of Europe’s largest stock markets, driven by demand for AI technology.
Carmignac has invested in emerging markets since 1989, bringing decades of expertise and a long-term perspective to the asset class.
U.K. yields are paying a political risk premium.
Big benchmark bets can backfire. Lower-risk strategies may better showcase real stock-picking skill. Chasing performance by deviating from a benchmark has long been the hallmark of active managers....
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