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Thematic Paper 26.04.2021 Shifts & Narratives #2 - Inflation: something deep awakens
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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.

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Insights Paper 13.04.2021 Temperature scores: an innovative tool for ESG fundamental investors
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2021 will be a pivotal year to curb climate change.

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Insights Paper 9.12.2019 Screen the Euro fixed income market in the era of three 'lows'
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As 2020 approaches, the uncertainty in the market has receded but there are still risks ahead involving macroeconomic, political and technical factors.

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Insights Paper 4.11.2019 High Yield: deep diving needed due to a more uncertain outlook
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Global growth has been slowing since 2018, due to a combination of factors, including trade wars - with consequently slower global trade - past US Fed tightenin...

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