13/01/2026 Investment Insights Responsible Investment Views 2026 Responsible Investment 2026 examines net flows, stewardship, energy system integration, adaptation, nature finance and AI-driven ESG data—actionable guidance...
3/05/2022 Real & Alternative Assets Global real estate markets: rich valuations, but not a sourc... Understanding the current situation of global real estate markets and their likely evolution in a high-inflation regime.
21/04/2022 Economy & Markets The energy crisis heightens inflation fears - Strategies to ... The presentation provides insights into how the current war/energy crisis is exacerbating the already high inflation. The material also details what strategies...
1/04/2022 Geopolitics When artificial intelligence meets economy: an analysis of t... Understanding how artificial intelligence could help analyse the current state of the international situation in order to provide some projections on...
17/02/2022 Real & Alternative Assets Crypto-currencies: a bubble or the emergence of a new paradi... The proliferation of crypto-currencies (CCs) and the popularity of these assets among investors has led us to question their nature, function, valuation...
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