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For 2025, we underperformed the Benchmark, while to a lesser extent also trailing our all-cap international growth Proxy Benchmark. The underperformance was in our view attributable to an abrupt but material correction in several holdings over the potential exposure of quality growth franchises to AI disruption. Lundin Mining Corporation shares rose meaningfully during the fourth quarter after the company raised its…

Nestle has introduced a new system for measuring performance that will give high achievers more lucrative bonuses and little to no rewards for those falling short of standards, the company said on Wednesday, as CEO Philipp Navratil works to revitalise the Swiss food group's fortunes.

Nestlà (NSRGY) is reshaping its incentive structure in a move that could mark a sharper turn toward performance under Chief Executive Officer Philipp Navratil.

Stocks like Nestlé, BMW, ASML and Airbus could be winners as AI worries roil the market.

Positive RIG of 1.3% and improving brand trends support the view that Nestlé's portfolio refocus and increased marketing investment are beginning to stabilise market share, despite margin pressure. The infant formula recall and ongoing restructuring weigh on sentiment and Q1 results, yet supply conditions are normalising, and management does not expect structural damage to brand equity. While 2026 profitability…