23/12/2021 Investment Views Global Investment Views - January 2022 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
12/11/2021 Economy & Markets A new dawn for Europe? Strategies for investing in European ... 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...
7/05/2021 Equity SPACs: Beyond exuberance, back to reality SPACs (Special Purpose Acquisition Company) are companies created and listed on an exchange with the purpose of buying a growth company later.
6/04/2021 Emerging Markets Why investors should look at Indian assets Domestic demand, ‘Make in India’, and possible inclusion in fixed income indices
10/07/2020 Equity Time to play a cyclical recovery in European equity Cyclical conditions are turning more positive for Europe.
13/01/2020 Research ESG Investing in Recent Years: New Insights from Old Challen... This research is an update of the study that we published last year (Bennani et al., 2018) and that explored the impact of ESG investing