Many themes of 2025, including Trump, Ukraine, Taiwan and gold, show little sign of stabilising in 2026.
Category: Global
Schroders: US equities continue to show potential
Gold and energy are defensive plays, says the investment manager.
HSBC Private Bank to exclusively distribute new Janus Henderson thematic fund
The Janus Henderson Horizon Discovering New Alpha Fund (DNA) will invest in 50 high-conviction stocks drawing on the firm’s best ideas.
McDermott: Who are the real winners of the AI surge?
There are plenty of ways to play the dominant global trends that don’t rely on a US mega caps.
5 global equity funds with the highest returns in 2025 so far
A global fund with a China tilt, a mid-cap value fund overweight Korea, a financials fund, a biotechnology fund and a passive dividend ETF are topping the performance rankings so far in 2025.
Julius Baer favours financials going into 2026
The Swiss private bank also expects the asset management industry to see steady revenue growth continuing.
Baillie Gifford versus TRP: Head-to-Head
This week FSA compares the Baillie Gifford Worldwide Discovery Fund and the T. Rowe Price Global Focused Growth Equity Fund.
Deutsche Bank taps BoS for global head of private bank investment solutions
Vivienne Chia will join the German private bank in Frankfurt.
Defence is now a growth theme: Jennison
Meanwhile the index does not capture the growth opportunity in emerging markets, according to Sara Moreno, portfolio manager at Jennison Associates.
