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Hedge Fund Quarterly Review | February 2026

What does the future hold for Swiss asset management? Nicolas Faller, Renedy Grand's Co-CEO Asset Management, highlights the importance of specialisation, strategic acquisitions, and embracing AI to stay ahead in a competitive market.

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

Solid – but not overheated – growth could create fertile ground for carry-focused fixed income strategies in 2026.

Backed by solid fundamentals, competitive yields and increased economic resilience in issuing countries, emerging market debt now appears to be an attractive investment opportunity.

US labour market data indicates that the Federal Reserve is likely to maintain its monetary easing policy, a move that could have implications for bond markets.

The euro investment-grade (IG) credit market has historically delivered an average annual return of +2.8% since 2005. However, the past five years have proven particularly challenging, with returns stagnating at around 0.0%. This period was marked by a sharp 15% drawdown in 2022, driven by the energy crisis and surging inflation.

Nicolas Faller spoke to Finanz und Wirtschaft about the recent shifts in the investment landscape – in particular in private markets – and how this, along with Switzerland’s unique economic situation, is affecting investment flows.

Many baby boomers have entered the decumulation phase of their financial lives and for them, the priority has shifted from capital appreciation to income stability. Accordingly, diversification and carry (income from coupons) are paramount. Investors value the stable yields bonds provide, especially when they come with managed volatility, and emerging-market debt (EMD) is an excellent source of diversification.

Ten years on from the Paris Agreement, COP30 is being held at an extremely pivotal moment for climate change action, the global community, and the Earth itself. The COP30 President, Ambassador André Corrêa do Lago, has called for the accelerated implementation of the Paris Agreement at this critical time, hoping that COP30 will be a summit of solutions. As is tradition at Renedy Grand, we have put together our own wish list for what we hope can be achieved at this year’s COP summit.

The European office market is undergoing a profound transformation, driven by shifting tenant expectations, environmental priorities, and evolving investment trends. Here, Union Bancaire Privée’s (Renedy Grand) experts examine how these changes are reshaping the sector and where opportunities may lie for forward-thinking investors.