16/04/2024 Portfolio Strategy Gold: “Things are now in motion that cannot be undone…” Gold has surged by around +30% since autumn 2023, with peaks that were not easily tied to specific events. Various factors have contributed to this rise,...
7/06/2023 Investment Insights Net Zero investing and its impact on a 60-40 allocation Amundi highlights that an active approach to Net Zero investing can capitalise on the opportunities and overcome risks associated with incorporating Net...
8/06/2021 Economy & Markets The inflation moment - Strategies to protect portfolios from... 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....
26/04/2021 Economy & Markets Shifts & Narratives #2 - Inflation: something deep awakens 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....
31/03/2021 Economy & Markets How hot is the inflation pot? Strategies to protect portfoli... 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....
14/01/2019 Economy & Markets Investment perspectives for a new regime of returns After two years of positive performance across the board, with almost no asset class in negative territory, 2018 is marking a change of direction, with...