18/12/2024 Cross Asset Research Cross Asset Investment Strategy - December 2024 Find the latest edition of our monthly publication. The focus is on Germany's economy and the upcoming elections.
12/11/2021 Economy & Markets A new dawn for Europe? Strategies for investing in European ... The resurgence of Covid-19 cases in some countries is an area for attention, but should not lead to new generalised lockdowns due to vaccinations which...
23/08/2021 Real & Alternative Assets European commercial real estate: play the re-opening with qu... The European economy is emerging from its worst economic slump since the Great Depression. As the vaccine rollout progresses quickly across the continent,...
9/08/2021 ESG Thema ESG Thema #2 - EU Fit for 55 package The EU formally adopted in June its new objective of cutting the bloc’s greenhouse gas emissions by 55% by 2030 versus 1990.
26/02/2021 Portfolio Allocation Understanding the Performance of the Equity Value Factor 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...
13/01/2021 Insurance European insurers: the case for going global in the credit a... In the hunt for yield, some years ago European investors started to allocate part of their credit exposure to dollar assets.
16/11/2020 Geopolitics Europe, US and China tomorrow: Will it be possible to avoid ... There are many pitfalls looming.