16/04/2024 Portfolio Strategy Gold: “Things are now in motion that cannot be undone…” Gold has surged by around +30% since autumn 2023, with peaks that were not easily tied to specific events. Various factors have contributed to this rise,...
27/03/2024 Emerging Markets Unveiling the value of EM debt The current landscape presents an opportune moment to reconsider the role of Emerging Markets Debt in portfolio allocation, with high nominal yields and...
6/03/2024 ESG Thema ESG Thema #15 - Measuring the Biodiversity Footprints of Investments: An Assessment of the Metrics Discover how biodiversity impacts financial risks for companies. Learn about emerging standards like TNFD & GRI Biodiversity. Explore MSA as a key metric...
5/03/2024 Economy & Markets Can the US sustain a rising debt burden? Dive deep into the intricacies of the burgeoning US debt crisis and its profound implications for the finance sector. Explore nuanced fiscal adjustment...
20/02/2024 Investment Insights Five insights on institutional investors’ approach to Responsible Investments Gain valuable insights into responsible finance investing. Discover effective strategies, navigate complex regulations, and understand their profound...
20/02/2024 Economy & Markets Credit markets in focus in 2024 Discover investment opportunities in the resilient credit markets of 2024, with attractive valuations in Eurozone investment grade credit and promising...
25/01/2024 Economy & Markets Will Artificial Intelligence increase economic growth? Explore the transformative impact of Artificial Intelligence (AI) on global industries, from generative AI to labour dynamics. Uncover the potential for...