insights.

How should investors strategically position their portfolio for the years ahead? We adjust our Strategic Asset Allocation, a framework based on long-term expected returns.

What if technology finally made healthcare more human? French Assurtech unicorn Alan is reinventing access to care by means of transparency, prevention and ongoing innovation.

Our Senior Managing Partner, Hubert Keller explains how pain points and superior economics are driving a sustainable economic shift, new investment opportunities, and Switzerland’s wealth management strength.

At our latest Rethink Perspectives, we examined how security, sovereignty, and fragmentation will reshape the global economy in 2026. In this new world order, how can portfolios be steered sustainably?

Can equities rally into year-end, and what’s the outlook for 2026? We examine our investment strategy and preferences, as we embrace a broader opportunity set.

Our Outlook 2026 sets out our macroeconomic forecasts for the major economies, our views and strategies by asset class, and our outlook for sustainable investments.

Discover how Marcus Archer steers Clearwater through today’s volatile M&A landscape, building trust with entrepreneurs, balancing AI with judgement, and scaling without losing culture.