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Asset Allocation, GeopoliticsMiddle East Conflict
Coordinated U.S. and Israeli strikes against Iran began on Saturday 28 February, while Iranian retaliation has spread across the region. Without any clearly stated intentions or objectives on the part of the United States of America, these events give rise to numerous hypotheses and uncertainties for the region in the coming months, as well as risks for investors. -
Equities, AI, Felix DemaeghtSoftware: Will AI trigger a SaaSpocalypse?
Artificial Intelligence agents are moving beyond assistance and into execution. The emergence of AI agents such as Claude Cowork has intensified a debate among investors: could parts of the SaaS ecosystem risk structural disintermediation?
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Nikolay Menteshashvili
Q&A, Christopher Mey, Emerging Markets, Nikolay Menteshashvili
Unlocking opportunities: a guide to investing in emerging market corporate debt
In a constantly-evolving global environment, emerging markets present distinctive opportunities for investors looking to diversify and enhance their returns. Emerging market corporate bonds represent a $1trln+ asset class, combining robust fundamentals with strong return potential. Nikolay Menteshashvili and Christopher Mey, portfolio managers, explain in detail why this investment strategy deserves investors attention, how it may offer attractive risk-adjusted returns, and the key requirements for successfully navigating this complex yet promising universe.