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Insights Paper 5.05.2022 Setting your investment objectives: institutional asset allocation practice

Understanding the factors that contribute to setting investment objectives in the Investment Policy Statement.

More > 10 minutes
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Monthly Cross Asset 4.05.2022 Cross Asset Investment Strategy - May 2022

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

More > 10 minutes
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Insights Paper 3.05.2022 Global real estate markets: rich valuations, but not a source of systemic risk

Understanding the current situation of global real estate markets and their likely evolution in a high-inflation regime.

More > 10 minutes
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Global Investment Views 28.04.2022 Global Investment Views - May 2022

We 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 minutes
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Investment Talks 27.04.2022 Adding to the debate: “Is the Fed behind the curve"?

Interpretation on the view that the Fed is "behind the curve" from Fed official and investment implications associated with the statement.

More 5 to 10 minutes
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Investment Talks 27.04.2022 War and Net Zero offer opportunities across the commodity universe

Understanding the role that commodities could play in portfolio diversification under a regime of high and persistent inflation.

More > 10 minutes
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Investment Talks 26.04.2022 Macron's re-election is positive for French assets

Understanding the outcome, policy and investment implications of the second-round of French presidential elections.

More 5 to 10 minutes
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Thematic Paper 26.04.2022 ESG Thema #9 - Engaging on Human rights: Identifying risks and promoting best practices

This paper is the first of our ESG Thema series on social issues.

More > 10 minutes
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Insights Paper 21.04.2022 The energy crisis heightens inflation fears - Strategies to protect portfolios from inflation risk

The 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 minutes

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