Shifts & Narratives #8 - Post-summer check-up on the regime ...
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All eyes are on the recent tightening of regulations for tech and education companies by Beijing and on possible new measures that could affect other sectors.More > 10 minutes
Today, all eyes are on Europe. While the strongest national European football teams are animating a great competition, which is also signalling a sort of return...More 5 to 10 minutes
Corporate results rebounded in Q1 2021 to a surprising extent everywhere and are likely to continue doing so beyond 2021. This could mean a new, earnings-driven...More 5 to 10 minutes
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 recent y...More > 10 minutes
Initiated in April based on a cheap quality cyclical stock rebound, the value rotation in Europe has accelerated, favouring deep value names – the segment most ...More < 5 minutes
The rotation towards value is a key theme of our 2021 investment outlook.More > 10 minutes