The 2025 Hedge Fund Investor Barometer reveals insights from over 200 investors on risks, opportunities, and the role of alternative investments in portfolio...

This paper examines the 2025 outlook for private markets

This paper examines the potential economic and foreign policy changes at stake in the 2024 US elections and implications for investors across asset classes,...

Explore how the AI revolution is transforming industries. Understand which sectors will thrive and gain a competitive edge by investing in AI technologies.

Dive deep into the intricacies of the burgeoning US debt crisis and its profound implications for the finance sector. Explore nuanced fiscal adjustment...

Despite many similarities between the inflationary period in the 1970s and in the 2020s, the two scenarios are not identical.

As the largest beneficiary of the Next Generation EU post-pandemic reconstruction plan, Italy has a unique opportunity to modernise its economy through...

In the first papers of this series, we addressed the issues of how institutional investors should set their investment objectives – a key element of any...

Economic cycles have been a crucial driver for financial markets, making regime-based dynamic asset allocation (DAA) a common practice in supporting optimal...

Dealing with the changes driven by the energy transition requires a complete rethinking of asset class returns forecasting and brings major implications...

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....