14/04/2025 Diversification in times of uncertain markets Uncertainty on US trade policy and its potential impact on economic activity will keep market volatility high
27/02/2025 Real & Alternative Assets 2025 Hedge fund investor barometer The 2025 Hedge Fund Investor Barometer reveals insights from over 200 investors on risks, opportunities, and the role of alternative investments in portfolio...
3/02/2025 Tech sector in the spotlight The recent developments in artificial intelligence brought volatility in the equity market suggesting for more diversification and attention to valuations.
19/02/2024 US Inflation surprise on the Fed radar Stay updated on US services inflation's impact on Fed rate cuts. Explore actionable insights for flexible US fixed income and diversified global bond...
25/10/2022 Portfolio Strategy How do institutions segment their investment universe? In the first papers of this series, we addressed the issues of how institutional investors should set their investment objectives – a key element of any...
26/04/2021 Economy & Markets Shifts & Narratives #2 - Inflation: something deep awakens One year ago, as the Covid-19 crisis had just begun, we wrote about its potential inflation implications from both a cyclical and a structural standpoint....