3/05/2024 Insurance Capitalizing on aligned interests with banks to diversify revenue streams Discover an innovative case study on how a European insurer utilized fund structures to meet banks' liquidity needs, enhancing returns under Solvency...
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...
2/04/2021 Fixed Income & FX Dollar: short-term bull, medium-term dull? As the global economy recovers from its worst economic slump since the 1930s, any investment decision will hinge critically on the evolution of the dollar....
31/03/2021 Economy & Markets How hot is the inflation pot? Strategies to protect portfoli... As the global economy emerges from its worst slump since the 1930s, we envisage plenty of inflation fertilisers at stake, especially in the United States....
9/03/2021 Equity The unique time for US value: rotation from growth plus inno... The rotation towards value is a key theme of our 2021 investment outlook.
8/03/2021 Portfolio Strategy Do not give up on fundamental valuations Something has to give in a regime shift. Be prepared, there will be opportunities for value investors.
25/02/2021 Real & Alternative Assets Investing in post-Covid-19 European private debt markets: fo... Private debt markets have grown rapidly since the Great Financial Crisis (GFC), with global assets under management (AuM) tripling, from $275bn in 2009...