30/09/2022 Geopolitics Upheaval in the global FX regime The energy and inflation crises have uncovered cracks in the long-standing global foreign exchange regime. A new approach to currency management is required...
6/07/2018 Economy & Markets CIO Insights - Key investment convictions for the short and ... Long-term investing is about the belief that fundamental value exists and that asset class returns tend to mean revert to their equilibrium level and...
1/03/2018 Retirement Pension Funds Letter 4 - The end of “easy money”: at the daw... Just after the recent market corrections and volatility spikes, important debates are arising again. The stress observed lately in the markets clearly...
12/12/2017 Fixed Income & FX Credit Continuum: How to make it happen We have been living for the past few years under an unprecedented regime of unconventional monetary policies. Abundant liquidity poured into developed...
1/12/2017 Economy & Markets CIO Insights - Four investing paradigms for an era of regime... In a market environment characterised by disruptive trends and possible regime shifts, asset managers need to evolve and to enhance their capabilities...