After decades of sound performance, doubts have been cast on the ability of the equity value strategy to keep delivering in the aftermath of the 2008...

We analyze the portfolio choices of approximately 913,000 active participants in employee saving plans in France.

Corporate ESG News and The Stock Market

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.

This research is an update of the study that we published last year (Bennani et al., 2018) and that explored the impact of ESG investing

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...

Buybacks - A multi-perspective review and thoughts on best practices for company buyback policies

As long-term investors, Pension Funds need to find new distinct ways to invest and rethink the full potential of their growth bucket as a flexible opportunity...

We investigate the determinants of international stock market co-movements, shedding light on the relevance of politics-related factors.

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...