The article explores integrating sustainability objectives into investment portfolios using factor investing, focusing on balancing risk, return, and...

We highlight the implications of IFRS 9 and 17 standards and share some thoughts on how insurance companies can effectively address this framework.

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...

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

We believe now may be the best time in recent history to invest with an active approach in US equities. Passive indices outperformed active managers in...

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

The rotation towards value is a key theme of our 2021 investment outlook.

US ESG (Environmental, Social and Governance) investors are increasingly likely to benefit as the country’s companies close the gap with best-in-class...

The ongoing Covid-19 crisis and the resulting market turmoil have confirmed a pre-existing trend within equity investing: the increasing relevance of...

Cyclical conditions are turning more positive for Europe.

The spread of coronavirus in Europe and the United States triggered a worldwide stock market crash in March, followed by a partial rebound.

When we look at equity markets for 2020, we see that value offers better opportunities than growth, as implied expectations are lower and therefore more...

The robust performance of the US economy in 2018 has led to the supremacy of US risk assets compared to the rest of the world.

We believe we have entered a mature stage of the financial cycle amid central bank monetary policy normalisation (more advanced in the US) and decelerating...