9/05/2025 Real & Alternative Assets Tailoring real and alternative assets to illiquidity appetite Real and alternative assets are key to enhancing risk-adjusted returns, with private equity and debt offering higher return potential.
6/09/2022 Portfolio Strategy Articulating asset allocation across different time horizons Understanding how to articulate asset allocation across different time horizons.
6/04/2022 Geopolitics Shifts & Narratives #16 - Investing in a fragmented world In this piece we address the impact of de-globalization on investors, and in particular the road back to the benefits of international diversification.
12/11/2021 Portfolio Strategy Combining active and passive investing in Multi Asset: an in... Numerous factors have been driving the development of passively managed vehicles and their increasing weight in institutional investors’ portfolios
8/06/2021 Economy & Markets The inflation moment - Strategies to protect portfolios from... As the global economy emerges from its worst slump since the 1930s, we envisage plenty of inflation fertilisers at stake, especially in the United States....
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...
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....