29/11/2023 Retirement The next stage of ESG evolution in the pension landscape A juggernaut that’s losing momentum or just refiring its engine? This question on ESG investing has come to the fore due to a confluence of exceptional...
1/12/2022 Retirement Pension funds: reorienting asset allocation in an inflation-... After a prolonged era of cheap money and double-digit returns, the sharp spike in inflation to its 40-year high in 2022 was a game changer.
9/06/2022 Economy & Markets The embarrassing legacy of financial capitalism: implication... Understanding how the legacies of the 'old economy' paved the way for a new macro-financial regime today, and implications for investors.
2/06/2022 Economy & Markets The myth of the fiscal free lunch: beware of the trap. An in... Understanding why the idea of the fiscal 'free lunch' is an illusion while global debt remains at record highs, and moving into a more fragmented world.
18/01/2022 Economy & Markets Money and its velocity matter: the great comeback of the qua... Understanding the linkage between money velocity, psychology of inflation in the regime shift, and consequence for investors.
2/12/2021 Retirement DB plans in their End Game in the post-pandemic era An inopportune toxic confluence of three unrelated forces has badly undermined the finances of employer-sponsored defined benefit pension plans, in which...
7/10/2021 Retirement Strategic Asset Allocation for a Default Pension Plan This literature review discusses how to design a default life-cycle asset allocation for a defined contribution (DC) pension scheme.
7/06/2021 Research Inequality: what is at stake (2/4) - Pro-Piketty and Anti-Pi... No one is disputing that Piketty’s books are ground-breaking, that his research and his team’s research are fundamental, or that their databases and reports...
7/06/2021 Research Inequality: what is at stake (1/4) - Globalisation, growth, ... With the misdeeds of globalisation, the rise in inequalities and the resulting perception of injustice have been subjects that have fuelled many debates...
19/05/2021 Economy & Markets Reindustrialisation, interventionism, sovereignty, de-global... With the third industrial revolution and the Covid-19 crisis, the world has entered into a period of global transformations. The current industrial revolution...
18/11/2020 Investment Insights Factor Investing and ESG in the Corporate Bond Market Before... The objective of this paper is to illustrate the factor investing space in corporate bonds before and during the COVID-19 crisis and is the natural extension...
16/11/2020 Geopolitics Europe, US and China tomorrow: Will it be possible to avoid ... There are many pitfalls looming.
27/01/2020 Economy & Markets Fiat Money vs. Cryptocurrencies / Private vs. Public digital... The first part of this study analysed the competition between USD, RMB and EURO and presented the challenges for China and Europe to develop a genuine...
27/01/2020 Economy & Markets FX wars vs. currency wars / USD vs. EUR vs. RMB vs. ? FX wars vs. currency pars / USD vs. EUR vs. RMB vs. ?
13/01/2020 Research ESG Investing in Recent Years: New Insights from Old Challen... This research is an update of the study that we published last year (Bennani et al., 2018) and that explored the impact of ESG investing