
Asset Class Return Forecasts - Q2 2022
Take just 5 minutes to complete this quick survey
SurveyUnderstanding the factors that contribute to setting investment objectives in the Investment Policy Statement.
More > 10 minutesFind the latest edition of our Research team's monthly publication.
More > 10 minutesUnderstanding the current situation of global real estate markets and their likely evolution in a high-inflation regime.
More > 10 minutesWe are witnessing significant divergences in the economic outlook (we have revised down the EU and Chinese economic outlooks vs. the more resilient US economy) and in market performances.
More > 10 minutesInterpretation on the view that the Fed is "behind the curve" from Fed official and investment implications associated with the statement.
More 5 to 10 minutesUnderstanding the role that commodities could play in portfolio diversification under a regime of high and persistent inflation.
More > 10 minutesUnderstanding the outcome, policy and investment implications of the second-round of French presidential elections.
More 5 to 10 minutesThis paper is the first of our ESG Thema series on social issues.
More > 10 minutesThe presentation provides insights into how the current war/energy crisis is exacerbating the already high inflation. The material also details what strategies investors can implement to protect their portfolios from inflation.
More 5 to 10 minutesProfessional investors are Professional investors of the European Union, as defined as in European Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments(MIFID) to investment services providers and any other professional of the financial industry,and as the case may be in each local regulation, and, as far as the offering in Switzerland is concerned, a Qualified Investor within the meaning of the provisions of the Swiss CollectiveInvestment Schemes Act of 23 June 2006 (CISA), the Swiss Collective Investment SchemesOrdinance of 22 November 2006 (CISO) and the FINMA’s Circular 08/8 on Public Advertising under the Collective Investment Schemes legislation of 20 November 2008
European Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments (MIFID)
Private customers or retail investors, or to investors who do not comply with the definition of qualified investors as defined in the applicable legislation and regulation
as defined in the US Securities Act of 1933
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