6/09/2021 Real & Alternative Assets Real assets favoured in a post-Covid-19 world, but higher fr... The pandemic crisis has paved the way for a new economic cycle, which could be depicted by a resurgence of inflation.
8/06/2021 Economy & Markets Shifts & Narratives #5 - A unique crisis that opens the way ... The Covid-19 crisis is exceptional in many ways. It is the most serious health crisis since the Spanish flu a century ago. This crisis resulted in an...
3/12/2020 Retirement Pension Funds Letter 10 - Resilience is all Today, investors have a unique opportunity to observe the spreading of a real virus alongside the viral nature of financial markets and the real economy.
23/11/2020 Global Outlook 2021 Investment Outlook - Market rotations in an uneven reco... The Covid-19 pandemic drove an unprecedented collapse in economic activity in H1, which was followed by a desynchronized rebound.
28/10/2020 Portfolio Strategy Liquidity trends in the wake of Covid-19: implications for p... The Covid-19 crisis has triggered the deepest liquidity squeeze since 2008. Unlike the Great Financial Crisis (GFC), an unprecedented real economy shock...
10/07/2020 Equity Time to play a cyclical recovery in European equity Cyclical conditions are turning more positive for Europe.
30/06/2020 Retirement Pension Funds Letter 9 - The Covid-19 crisis: two sides of t... From a long-term investment perspective, the unprecedented global crisis caused by the Covid-19 pandemic brings along both challenges and opportunities,...
26/06/2020 Global Outlook H2 2020 Investment Outlook - Investing during a de-freezing ... The Covid-19 crisis drove the global economy into an unprecedented deep freeze in the first half of 2020.
