CIO Letter - How to deal with a world of multiple disruptions and changing geopolitical dynamics
CIO Insights
13.01.26
Read our latest CIO Insights on navigating market disruptions.
In this edition, we examine the structural shifts reshaping investing—from the rise of passive strategies and growing market concentration to geopolitical disruptions and the potential reversal of long-standing currency trends. We discuss why these dynamics create both challenges and opportunities for disciplined investors, and explain how we're adapting our approach across both Multi-Asset-Class and equity strategies to capture value in this evolving landscape.
