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Hedge Fund Quarterly Review | February 2026

Wie sieht Sie die Zukunft der Schweizer Asset Management-Branche aus? Nicolas Faller, unser Co-CEO Asset Management, betont wie wichtig Spezialisierung, strategische Übernahmen und die Nutzung von KI sind, um in diesem wettbewerbsintensiven Markt führend zu sein.

Global equities navigated a volatile week with limited damage. Although investors appear to be recalibrating risk exposures, the earnings season continues to underscore that EPS growth remains firmly driven by the technology sector.

Twelve Securis is pleased to announce the continuation and further strengthening of its cooperation with Union Bancaire Privée (UBP) through the launch of a newly developed ILS fund.

The nomination of Kevin Warsh to serve as the next Chair of the Federal Reserve from May pushed the US dollar slightly higher, while gold and silver fell sharply in a deleveraging move that began in Asia.

As we head into 2026, emerging market (EM) bonds offer a solid opportunity, backed by improved fundamentals, positive technicals, and attractive all-in yields thanks to high baseline Treasury levels.