5/12/2024 Geopolitics What’s next for France The Talks outlines the recent developments in French politics and implications for investors
6/05/2024 Real & Alternative Assets Hedge Fund Outlook H2 2024 More fragmented economies and monetary policies would open more regional relative value opportunities that should support Hedge Funds.
30/04/2024 Sustainable Finance Causality Approach Applied to Clean-Tech Equities Explore how the Causality Approach unveils the dynamics of clean-tech equities, highlighting how pure players outshine non-pures in financial performance.
29/04/2024 Euro area: Worst over, slow recovery ahead Euro area business climate indicators are gradually picking up, providing a positive backdrop for European markets.
8/04/2024 Rotations at play in equity markets European and Japanese stock markets are expected to outperform due to undervalued stocks and strong domestic demand. Tensions in the Middle East will...
4/04/2024 Investment Views Global Investment Views - April 2024 Explore the late-cycle environment. Gain insights into the US economic outlook, inflation concerns, and Emerging Markets' resilience. Stay informed on...
11/03/2024 Super Tuesday points to a super-charged battle Prepare for market volatility as a Trump-Biden rematch looms in November. Explore global opportunities amidst divergent geopolitical views. Stay vigilant...