Inflation

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Global Investment Views 8.04.2021 Global Investment Views - April 2021
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Bubbles, tantrums and the revenge of value

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Insights Paper 31.03.2021 How hot is the inflation pot? Strategies to protect portfolios from in...
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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. Infla...

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Insights Paper 8.03.2021 Do not give up on fundamental valuations
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Something has to give in a regime shift. Be prepared, there will be opportunities for value investors.

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Global Investment Views 24.02.2021 Global Investment Views - March 2021
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How hot is the inflation pot?

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Global Investment Views 27.01.2021 Global Investment Views - February 2021
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Markets closed 2020 on strong footing and the recent Democratic sweep in the US makes a greater fiscal push more likely

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Investment Talks 15.01.2021 Italy: ECB's umbrella to protect bond market, despite uncertain politi...
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Investors on the Italian government bonds market should consider any slip in the Italian bond market as an opportunity to increase their exposure.

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Monthly Cross Asset 12.01.2021 2021 Global Outlook Reassessed
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As the Q420 is now closed, we confirm the “financial recovery regime” as our central scenario for 2021 with a higher conviction than in Q320.

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Investment Talks 21.10.2020 Time to reconsider US growth and value ?
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The outperformance of growth stocks over value stocks has reached record levels, as has the valuation gap.

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Thematic Paper 21.10.2020 The day after #12 - Changing shares of labour and capital incomes: wha...
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The share of national income that is distributed to labour vs. capital has fallen to historically low levels in several advanced economies, such as the United S...

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