Our Product Selection

Our key themes this year.

Lighthouse surrounded by surf

The Best Ideas list includes our best-of-breed strategies across asset classes. This list is updated twice a year to reflect our high-convictions investment views and market trends.

In order to be selected, these top picks are regularly submitted to detailed analysis, that includes quantitative and qualitative elements.

Bonds’ appeal amid peaking rates

Seek resilience in equities

EM winners in a fragmented world

Energy transition and structural themes

Dynamic asset allocation when tides are turning