The Convexus
Pulse
Market commentary, investment updates and practical insights for internationally mobile investors.
Content published in The Convexus Pulse is for general information and educational purposes only. It does not constitute personal financial advice. Past performance is not a reliable indicator of future results. Capital is at risk.
Pulse Monitor
Featured
Convexus Expands Adviser Access Through Morningstar Partnership
Convexus DFM and MPS solutions are now available via the Morningstar platform, giving advisers greater flexibility and seamless access to our outcome-focused investment solutions.
Market Commentary
Monthly Investment Outlook — May 2026
Three things resolved in markets' favour in May at once: a ceasefire, an exceptional earnings season, and the Federal Reserve transition. The S&P 500 closed at a new all-time high, the Dow crossed 51,000 for the first time in its 130-year history, and the Nasdaq added 8.9%.
Defensive Portfolio Construction in 2026
Essential strategies for adviser-client conversations in volatile markets. Managing geopolitical risk for international portfolios in an environment where the range of outcomes is widening.
Global Equity Markets: Mid-Year Review
Equity markets have shown surprising resilience in the face of persistent inflation and central bank tightening. We examine the key drivers and what they mean for internationally mobile investors.
Company News
Convexus Expands Adviser Access via the Capital International Platform
Convexus DFM and MPS solutions are now available via Capital, giving advisers greater flexibility and seamless access to our outcome-focused investment solutions.
Convexus Expands Platform Availability to 22 Providers
We are pleased to announce that our Model Portfolio Service is now available on two additional platforms, bringing our total platform coverage to 22 across the UK and international markets.
Convexus Expands Platform Availability to 22 Providers
We are pleased to announce that our Model Portfolio Service is now available on two additional platforms, bringing our total platform coverage to 22.
Updates
MPS Performance Update — Q1 2026
Our five risk-graded MPS portfolios continued to demonstrate the value of our ETF-core, active-diversification approach through a volatile first quarter. All five models outperformed their benchmarks.
Convexus MPS Performance Update Q1 2026
Our five risk-graded MPS portfolios continued to demonstrate the value of our ETF-core, active-diversification approach through a volatile first quarter.
Helpful Articles
Inside the Investment Committee: The Architecture of Decision-Making
Why institutional governance is the primary defence against avoidable investment errors. A Foundations Series article for offshore advisers managing internationally diversified client portfolios.
Building Better Portfolios: The Architecture of Intent
Why asset selection is irrelevant until portfolio architecture is defined, and the institutional alternative to organic accumulation. A Foundations Series article for offshore advisers managing internationally diversified client portfolios.
Transitioning from In-House to Outsourced Investment Management
How to move from managing investments in-house to a DFM partnership without disrupting clients.
Future Topics
Digital Assets and Regulated Portfolio Management
How might digital assets integrate into regulated discretionary mandates? We explore the regulatory landscape, risk considerations and potential role within a multi-asset portfolio.
Digital Assets and Regulated Portfolio Management
How might digital assets integrate into regulated discretionary mandates? We explore the regulatory landscape, risk considerations and potential role within a multi-asset portfolio.
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