5/04/2022 Economy & Markets Macroeconomic Picture - April 2022 United States: the increase in energy and commodity prices, which is pushing inflation higher, is negatively impacting the US consumer, both in terms...
18/06/2019 Emerging Markets Investing in the changing shape of Emerging Markets The emerging markets (EM) universe has experienced significant changes in the last decade with the further addition of investible countries (ie China...
1/03/2018 Retirement Pension Funds Letter 4 - The end of “easy money”: at the daw... Just after the recent market corrections and volatility spikes, important debates are arising again. The stress observed lately in the markets clearly...
1/12/2017 Economy & Markets CIO Insights - Four investing paradigms for an era of regime... In a market environment characterised by disruptive trends and possible regime shifts, asset managers need to evolve and to enhance their capabilities...