After a prolonged drought stretching from late 2021 through 2025, the European IPO window has reopened with conviction. Early activity saw biotech listings raise over a billion in a single week.
With the Swiss National Bank maintaining its policy rate at 0% and inflation forecast at just 0.5%, we examine positioning for CHF-denominated bond portfolios heading into H2 2026.
The gap between top and bottom-quartile managers has widened dramatically. Here is our framework for separating signal from noise in European active management.
Investment-grade credit spreads have compressed to levels not seen since 2021. We assess the risks of complacency and where selective value remains for fixed income allocators.
The European Commission's proposed SFDR amendments represent the most significant overhaul of ESG fund labelling since the regulation's original implementation.
Three companies across healthcare, industrial automation and digital health exemplify the new generation of European technology businesses approaching public markets.
The infrastructure layer underpinning artificial intelligence has emerged as one of the most significant investment themes. European investors can access opportunities in energy, cooling and data centre REITs.
The largest intergenerational wealth transfer in history is accelerating. Over the coming decades, an estimated $124 trillion in assets will pass between generations.
European defence equities have been among the strongest performers of early 2026, driven by fiscal spending commitments and structural shifts in European security policy.
Germany's landmark fiscal expansion represents a paradigm shift for European bond markets. The relaxation of the debt brake for defence and infrastructure is reshaping rate expectations.
Several high-profile 2025 listings are approaching their lock-up expiry windows. These events can create meaningful volatility as insiders gain the ability to sell for the first time.
Tariff rhetoric creates headwinds for export-oriented European economies while domestic demand-driven sectors show resilience. We outline three scenarios and positioning.
From July 2026, ESG rating providers in the EU will face mandatory authorisation requirements. This has direct implications for how investors evaluate funds based on ESG criteria.
Recent revisions to the double taxation agreement between Switzerland and Germany create both new opportunities and planning requirements for wealth holders with cross-border exposure.
The active versus passive debate is cyclical. Current market conditions create an unusually favourable environment for skilled stock pickers in European equity markets.
Belgium-based Agomab's $200 million NASDAQ listing offers instructive lessons for investors evaluating the cross-border IPO landscape and European biotech choosing US markets.
Our insights are designed to help professional investors see more clearly. For a personalised discussion about how these themes apply to your portfolio, we welcome a conversation.