Are there any product gaps in your current offering that you are looking to address in 2026? Why are you looking to add exposure to these investment sectors?
Private market exposure that offers periodic liquidity and dividends, the reason lies behind the long-term commitment at the same time the freedom of accessing the funds when needed with a potential of high profit margin and diversification, away from the traditional asst classes.
Looking ahead to 2026, which key asset allocation calls do you expect to be rewarded, and why?
Pro-risk equities (especially US, Asia ex Japan and Emerging market), US equities might still be rewarded due to the economic resilience with disinflation supported by gradual rate cuts as it still remain a core overweight due to strong fundamentals. Emerging markets and Asia, could outperform on weaker USD and strong growth prospects.
Commodities and Hard assets, in particular Gold, as strong hedge amid geopolitical risk, weak USD and central banks buying. and industrial materials for cyclical economic growth exposure.
Credit spread (high yield, bank loans and CLOs) where bank loans could benefit from lower default rates and tighter spreads.
Outside of work, what are your favourite activities or interests?
Free diving and spear fishing