It explains that with economic expansion remaining intact and being further supported by fiscal and monetary policy adjustments worldwide, portfolio strategies are increasingly favoring global equities and emerging market assets. Listed private equity has been held as an additional position since a deep value signal was triggered by the Anti-cyclical Value Monitor (ACVO) following the market volatility triggered by “Liberation Day” earlier this year.

The quarterly publication also takes a closer look at the accelerating adoption of stablecoins, a financial innovation emerging at the intersection of sovereign currencies and blockchain networks, with broad implications for global monetary architecture and investor dynamics.