Covid-19

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Investment Talks 16.12.2020 Private markets: a strong value proposition that may emerge reinforced...
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Private markets: The Covid-19 crisis has caused significant disruption in private markets, but investor appetite for real assets stays unabated.

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Thematic Paper 15.12.2020 The day after #13 - How will Central Banks impact the equity markets i...
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Interest rates are at an all-time low, and even if inflation eventually picks up, it could take some time.

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Insights Paper 11.12.2020 Responsible investing expands further with green convertible bonds
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While investors have been aware of the merits of investing responsibly for a long time, the Covid-19 crisis is likely to increase the focus on ESG principles, w...

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Investment Talks 11.12.2020 The US election and Covid-19 vaccines: implications for the economy an...
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The likelihood of a divided US government removes a major potential headwind to the US economy, that is, higher taxes. 

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Insights Paper 4.12.2020 Emerging Markets Charts & Views - 2021 Outlook and Beyond
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The US election outcome and the hopes that the Covid-19 vaccine will be a tangible reality by the end of the year or the beginning of 2021 bode well for a world...

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Discussion Paper 2.12.2020 Creating resilient pension portfolios post Covid-19
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Covid-19 is a ‘once in a hundred years’ cataclysmic event. Superlatives that do it justice are hard to find.

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Monthly Cross Asset 1.12.2020 Market scenarios and risks - December 2020
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This month, we left the probabilities of the central and alternative scenario heavily anchored to our macroeconomic forecast unchanged.

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Monthly Cross Asset 1.12.2020 A few reasons why the Covid crisis may lead to less deglobalisation th...
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A few reasons why the Covid crisis may lead to less deglobalisation than thought

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Monthly Cross Asset 1.12.2020 Heading into 2021, what do we think about credit markets?
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Heading into 2021, what do we think about credit markets?

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