Key Takeaways
- • Zephyr (Informa plc subsidiary) released its 2026 PSN Outlook, a comprehensive resource addressing separately managed account (SMA) investment opportunities and market positioning strategies for the year ahead and beyond.
- • Twelve asset management and investment firms contributed thought leadership articles covering economic outlooks, fixed income, climate-focused investing, emerging markets, gold allocation, artificial intelligence, and SMA portfolio management discipline.
- • The PSN SMA database encompasses over 2,800 firms, positioning Zephyr's platform as a central intelligence resource for financial advisors, family offices, asset managers, and wealth managers evaluating SMA implementation and strategy.
- • Contributing firms include established managers such as Oppenheimer Investment Management, Boston Common Asset Management, One Oak, and Stansberry Asset Management, reflecting broad industry participation in SMA research and positioning.
- • The 2026 Outlook builds on prior year editions, establishing Zephyr's PSN platform as a recurring industry touchstone for SMA market analysis, manager benchmarking, and wealth management strategy development.
Summary
Zephyr, a subsidiary of Informa plc, released its PSN Outlook for 2026, positioning the publication as a comprehensive resource for financial professionals seeking guidance on separately managed account investment opportunities. The eBook aggregates thought leadership from twelve asset management and investment firms, addressing market positioning, economic forecasts, and portfolio management strategies relevant to SMAs and wealth management professionals.
The 2026 edition covers a diverse range of topics reflecting current market priorities. Oppenheimer Investment Management contributed a 2026 economic and fixed income outlook, while Boston Common Asset Management addressed emerging markets structural fundamentals. Specialized topics included climate-aligned investing via HIP Investor, gold allocation strategy from Stansberry Asset Management, and artificial intelligence opportunity assessment from Katam Hill. Additional contributors addressed investor behavior dynamics, portfolio management efficiency, and skills-based investment approaches, providing multidisciplinary perspectives on SMA implementation and performance.
The Zephyr PSN platform itself hosts data on over 2,800 asset and wealth management firms, serving as an institutional intelligence resource for connecting managers with institutional and retail investors. The 2026 Outlook is explicitly targeted at financial advisors, family offices, asset managers, financial analysts, and wealth managers interested in implementing, promoting, or learning more about separately managed accounts. The publication represents continuity with prior year editions, establishing the PSN Outlook as an annual industry reference point.
The timing reflects sustained institutional interest in SMA growth and market opportunities. As SMAs continue to expand in popularity within wealth management, financial professionals seek structured resources on manager selection, portfolio positioning, and strategy alignment. Zephyr's aggregation of multi-firm perspectives provides practitioners with diverse viewpoints on macroeconomic conditions, sector allocation, and emerging investment themes for 2026 and beyond.
The 2026 edition covers a diverse range of topics reflecting current market priorities. Oppenheimer Investment Management contributed a 2026 economic and fixed income outlook, while Boston Common Asset Management addressed emerging markets structural fundamentals. Specialized topics included climate-aligned investing via HIP Investor, gold allocation strategy from Stansberry Asset Management, and artificial intelligence opportunity assessment from Katam Hill. Additional contributors addressed investor behavior dynamics, portfolio management efficiency, and skills-based investment approaches, providing multidisciplinary perspectives on SMA implementation and performance.
The Zephyr PSN platform itself hosts data on over 2,800 asset and wealth management firms, serving as an institutional intelligence resource for connecting managers with institutional and retail investors. The 2026 Outlook is explicitly targeted at financial advisors, family offices, asset managers, financial analysts, and wealth managers interested in implementing, promoting, or learning more about separately managed accounts. The publication represents continuity with prior year editions, establishing the PSN Outlook as an annual industry reference point.
The timing reflects sustained institutional interest in SMA growth and market opportunities. As SMAs continue to expand in popularity within wealth management, financial professionals seek structured resources on manager selection, portfolio positioning, and strategy alignment. Zephyr's aggregation of multi-firm perspectives provides practitioners with diverse viewpoints on macroeconomic conditions, sector allocation, and emerging investment themes for 2026 and beyond.
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