7/05/2021 Equity SPACs: Beyond exuberance, back to reality SPACs (Special Purpose Acquisition Company) are companies created and listed on an exchange with the purpose of buying a growth company later.
7/05/2021 Capital Market Assumptions Asset Class Returns Forecasts - Q2 - 2021 With vaccination programs worldwide well underway, the spotlight has shifted now to the nature of the economic recovery.
26/04/2021 Economy & Markets Shifts & Narratives #2 - Inflation: something deep awakens One year ago, as the Covid-19 crisis had just begun, we wrote about its potential inflation implications from both a cyclical and a structural standpoint....
26/04/2021 Machine Learning & Artificial Intelligence Robo-Advising: Less AI and More XAI? We start by considering some of the key reasons behind the academic and industry interest in robo-advisors. We discuss how robo-advice could potentially...
27/04/2021 Equity Why now is the time for active management in US equities We believe now may be the best time in recent history to invest with an active approach in US equities. Passive indices outperformed active managers in...
19/04/2021 Research Emerging Market Green Bonds - Report 2020 The third edition of the “Emerging Market Green Bonds Report” highlights the key trends in and outlook for green bond market developments in emerging...
13/04/2021 Investment Insights Temperature scores: an innovative tool for ESG fundamental i... 2021 will be a pivotal year to curb climate change.
9/04/2021 Portfolio Strategy Shifts & Narratives #1 - Do not give up on fundamental valua... Today, most investors are at a loss regarding what to think of the notion of value and valuations and, even most importantly, how to use it in portfolio...
6/04/2021 Emerging Markets Why investors should look at Indian assets Domestic demand, ‘Make in India’, and possible inclusion in fixed income indices
6/04/2021 Real & Alternative Assets Allocating to real and alternative assets: a framework for i... Institutional investors have significantly increased their allocation to real and alternative assets, such as private equity, real estate, infrastructure...