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Monthly Cross Asset 3.05.2021 Cross Asset Investment Strategy - May 2021

Find the latest edition of our Research team's monthly publication

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Insights Paper 27.04.2021 Why now is the time for active management in US equities

We believe now may be the best time in recent history to invest with an active approach in US equities. Passive indices outperformed active managers in recent y...

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Thematic Paper 26.04.2021 Shifts & Narratives #2 - Inflation: something deep awakens
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One year ago, as the Covid-19 crisis had just begun, we wrote about its potential inflation implications from both a cyclical and a structural standpoint.

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Working Paper 26.04.2021 Robo-Advising: Less AI and More XAI?
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We start by considering some of the key reasons behind the academic and industry interest in robo-advisors. We discuss how robo-advice could potentially address...

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Global Investment Views 21.04.2021 Global Investment Views - May 2021
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April started on a positive note for financial markets, after an exceptional first quarter, with divergent fortunes for equities and global bonds. Going forward...

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Report 19.04.2021 Emerging Market Green Bonds - Report 2020
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The third edition of the “Emerging Market Green Bonds Report” highlights the key trends in and outlook for green bond market developments in emerging markets (E...

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Insights Paper 13.04.2021 Temperature scores: an innovative tool for ESG fundamental investors
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2021 will be a pivotal year to curb climate change.

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Thematic Paper 9.04.2021 Shifts & Narratives #1 - Do not give up on fundamental valuations
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Today, most investors are at a loss regarding what to think of the notion of value and valuations and, even most importantly, how to use it in portfolio constru...

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ECB QE Monitor 9.04.2021 ECB QE Monitor - April 2021
81

The Eurosystem started its QE in March 2015

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