30/05/2023 Research Biodiversity: It’s Time to Protect Our Only Home - N°5 Manag... There is close interaction between biodiversity and insurers. The sector faces nature-related risks and plays a critical role in preserving biodiversity.
15/05/2023 Economy & Markets Building bridges to India’s future investment opportunities India's macro fundamentals are well positioned for a multi-year improvement in output and earnings, creating new opportunities for global investors.
12/05/2023 Capital Market Assumptions Asset Class Returns Forecasts - Q2 2023 Quartely update of the expected returns across asset classes with a 5 and 10 year horizon.
12/05/2023 Sustainable Finance Green vs. Social Bond Premium While responsible investors consider that the environmental and social pillars are highly interconnected when implementing ESG and climate strategies,...
10/05/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - May 2023 Real, or inflation-adjusted, bond yields are higher than they were before the pandemic, but are likely to return to pre-Covid levels in the medium term,...
9/05/2023 Economy & Markets Stress in US regional banks continues, while the Fed moves t... The Talks elaborates on the banking stress in US and the FOMC May meeting.
10/05/2023 Economy & Markets Our key takeaways from IMF’s Spring meetings Investor sentiment is downbeat, but not overly bearish. With tightening credit conditions, our US growth outlook is lower compared to the IMF’s, while...
10/05/2023 Cross Asset Research Cross Asset Investment Strategy - May 2023 Cyclical risks persist, as the odds of a US recession are on the rise, but they are not completely priced in by markets.
2/05/2023 The emerging market comeback Amid China’s earlier than expected reopening and a downturn in US economic conditions, emerging markets are well positioned to continue outpacing their...