8/06/2021 Economy & Markets Shifts & Narratives #5 - A unique crisis that opens the way ... The Covid-19 crisis is exceptional in many ways. It is the most serious health crisis since the Spanish flu a century ago. This crisis resulted in an...
9/06/2021 Economy & Markets Shifts & Narratives #6 - Technology trends in Asset Manageme... These are days to be optimistic if you are an Asset Manager. The future looks bright because the technological forces that are being so disruptive, present...
10/06/2021 Investment Insights Stakeholders in the Just Transition - N°2 Consumers The aim of a "just transition," enshrined in the 2015 Paris Agreement, is to ensure the shift to low‑carbon economies is fair to all stakeholders—workers,...
7/06/2021 Investment Insights Inequality: What's at Stake (2/4) - Pro- and Anti-Piketty: 2... No one disputes that Piketty's books are groundbreaking, that his team's research is foundational, and that their datasets and reports are invaluable....
7/06/2021 Investment Insights Inequality: what is at stake (1/4) - Globalisation, growth, ... Over the past decade, globalization’s harms, rising inequalities and perceived injustices have driven debate and entered political agendas—yet bias, partiality...
1/03/2022 Machine Learning & Artificial Intelligence Augmenting Investment Decisions with Robo-Advice We study the introduction of robo-advising on a large representative sample of Employee Saving Plans.
7/06/2021 Insurance Insurers’ portfolios: re-load the income engine, go beyond t... US long-term yields have risen in recent months on expectations of strong economic growth fueled by fiscal stimulus. Eurozone long-term government yields...
3/06/2021 Portfolio Allocation Measuring and Pricing Cyclone-Related Physical Risk under Ch... We propose a statistical methodology to quantify the financial implications of tropical cyclone-related physical risks implied by climate change.
26/05/2021 Geopolitics Shifts & Narratives #4 - In search of a new international or... Profound changes in the international arena are underway. Together the EU, China and the United States are the three largest economies in the world. Whereas,...
25/05/2021 Research AI Solutions for ESG Integration in Emerging Markets Assessing issuer ESG quality is essential for investors: it uncovers sustainability risks to finances and systemic impacts. Data access is key, yet disclosures...