20/03/2025 Real & Alternative Assets Unlocking the potential of European Leveraged Loans Leveraged loans are increasingly relevant for investors, given their historic performance, attractive yields and benign default dynamics.
22/01/2025 Real & Alternative Assets Hedge Fund Outlook H1 2025 Hedge funds will offer interesting opportunities in the first half of the year, providing appealing diversification benefits for global portfolios.
26/11/2024 Real & Alternative Assets 2025 outlook: private markets shine bright This paper examines the 2025 outlook for private markets
10/06/2024 Real & Alternative Assets A core allocation to CTAs might be as wise as going tactical This paper reviews the pros and cons of several allocation methods to CTAs.
6/05/2024 Real & Alternative Assets Hedge Fund Outlook H2 2024 More fragmented economies and monetary policies would open more regional relative value opportunities that should support Hedge Funds.
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,...