Arbion Observations, Can tacos defy gravity? - January 2026
In the latest market outlook, Marco Pabst, Chief Investment Officer at Arbion, notes that geopolitical headlines, including Trump-era rhetoric, have had only short-lived market effects, with fundamentals, earnings revisions and valuations driving longer-term trends. US EPS growth is projected at ~14% in 2025–26, while sector rotation favors industrials, materials, healthcare, and staples over mega-cap tech. Despite a supportive near-Goldilocks environment, stretched sentiment and election-year dynamics suggest a near-term pause, prompting continued tail-risk protection in H1.
To read the full article please click here.
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In the latest market outlook, Marco Pabst, Chief Investment Officer at Arbion, notes that geopolitical headlines, including Trump-era rhetoric, have had only short-lived market effects, with fundamentals, earnings revisions and valuations driving longer-term trends. US EPS growth is projected at ~14% in 2025–26, while sector rotation favors industrials, materials, healthcare, and staples over mega-cap tech. Despite a supportive near-Goldilocks environment, stretched sentiment and election-year dynamics suggest a near-term pause, prompting continued tail-risk protection in H1.
To read the full article please click here.
Read →
Arbion Internal Insights
View all insightsArbion Observations, Can tacos defy gravity? - January 2026
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External Insights
View all insightsArbion's COO and General Counsel, Kirin Ohbi, named as 2023 PAM NextGen Leader
Arbion's Head of Fixed Income rates and Co-Head of Multi-Asset, Robert Lee, named as 2023 PAM NextGen Leader
Arbion Investor interview with Marco Pabst. Featured in Market Sentiment.
Arbion bolsters private capital division with hire of ACPI veteran. Citywire reports.
Arbion hires heavyweight to oversee business strategy. Citywire reports.
Exclusive: Arbion taps senior private banker as investment boss - Citywire Reports
Arbion News
View all newsArbion Wins Two Awards at the HFM European Performance Awards 2025
Ammalan Annalingam Named to Wealth Manager Top 100 2025
Robert Lee joins Citywire panel on Saudi Arabia’s capital market transformation
Arbion nominated for the HFM European Performance Award 2025 for Fund of Hedge Funds and Fund of Hedge Funds long-term performance
Robert Lee Named to Investment Week’s 2025 Leaders List for Excellence in Multi-Asset & Fixed Income
Arbion Wins Prestigious PAM Award for Challenger Asset Manager 2025
IFSL Arbion Sovereign Opportunities Fund achieves Trustnet top-quartile ranking in 2022, 2023 and 2024
Arbion wins the HFM European Performance Award 2024 for Fund of Hedge Funds
Arbion wins at the WealthBriefing Awards 2024
Sovereign Fund Awarded ‘5 Star Rating’ by Morningstar
HFM European Performance Award 2022 for Fund of hedge funds long-term performance Winner
Sovereign Fund Awarded 'Five Crown-Rating' by FE FundInfo
Announcement of appointment of Matthew Barnes, Head of Credit and Co-head of Fixed Income
Announcement of appointment of Dotan Lieberman as Partner and Shareholder
Announcement of appointment of Luigi F V Bellini as shareholder as well as head of our Private Capital and Family Board Services division
Announcement of key hire and Partner, Alisevket Karaca
Announcement of appointment of Marco Pabst as Chief Investment Officer
