In 2025, credit markets remain attractive for income-seeking investors, supported by resilient economic activity, solid corporate fundamentals, and favorable...

Time to refocus on bonds - Rethinking portfolios after the great repricing

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

The proliferation of crypto-currencies (CCs) and the popularity of these assets among investors has led us to question their nature, function, valuation...

Understanding our key convictions and portfolio implications on inflation trends ahead

The resurgence of Covid-19 cases in some countries is an area for attention, but should not lead to new generalised lockdowns due to vaccinations which...

The pandemic crisis has paved the way for a new economic cycle, which could be depicted by a resurgence of inflation.

The European economy is emerging from its worst economic slump since the Great Depression. As the vaccine rollout progresses quickly across the continent,...

We thought the banking sector was forever changed by the Global Financial Crisis (GFC): e.g., lower leverage, better risk management, greater transparency,...

As the global economy emerges from its worst slump since the 1930s, we envisage plenty of inflation fertilisers at stake, especially in the United States....

SPACs (Special Purpose Acquisition Company) are companies created and listed on an exchange with the purpose of buying a growth company later.

Domestic demand, ‘Make in India’, and possible inclusion in fixed income indices

As the global economy emerges from its worst slump since the 1930s, we envisage plenty of inflation fertilisers at stake, especially in the United States....

The Covid-19 crisis has triggered the deepest liquidity squeeze since 2008. Unlike the Great Financial Crisis (GFC), an unprecedented real economy shock...

Cyclical conditions are turning more positive for Europe.