25/02/2022 Sustainable Finance Cascading Effects of Carbon Price through the Value Chain: I... To avoid the worst climate change scenario, Greenhouse Gas (GHG) emissions should be reduced drastically during the next decades.
24/02/2022 Geopolitics Russia attacks Ukraine: Markets will have to readjust to the... Market reaction: The worst-case scenario of a full blown attack to Ukraine has materialised. It’s risk-off on Russian assets; global risk assets are under...
23/02/2022 ESG Thema ESG Thema #8 - Financing the energy transition in Asia Climate change commitments have stepped up recently but have yet to fully answer the call.
23/02/2022 Geopolitics Russia-Ukraine escalation adds to the case for additional pr... Understanding the economic and investment fallout of the Russia-Ukraine conflict.
15/02/2022 Sustainable Finance Net Zero Carbon Metrics This research project is both an update of the analysis on carbon emissions trajectories proposed by Le Guenedal et al. (2020) and a companion study of...
11/02/2022 Sustainable Finance Equity Convexity and Unconventional Monetary Policy In this paper, we intend to gain an understanding of the drivers of stock convexity, also known as gamma.
11/02/2022 Equity European equity market: the great value rotation and the div... Discover drivers and opportunties in the great rotation towards value stocks in Europe and the appeal of dividend stocks for income purpose.
9/02/2022 Economy & Markets Inflation is starting to burn - Strategies to protect portfo... Understanding our key convictions and portfolio implications on inflation trends ahead
7/02/2022 Emerging Markets Emerging Markets Charts and Views - Reasons for cautious opt... Emerging Markets Charts and Views - Reasons for cautious optimism in 2022
3/02/2022 Economy & Markets Macroeconomic Picture - February 2022 Macroeconomic Picture by area and Macro and Market forecast.
