1/12/2025 Real & Alternative Assets Tailwinds for Merger Arbitrage, with Europe in the fast lane Global M&A has resumed after a pause, reopening a larger investible universe for merger arbitrageurs. We discuss the outlook for Merger Arbitrage hedge...
1/09/2025 Real & Alternative Assets Private Debt at a Turning Point: Risks and Opportunities as ... As traditional banks retreat from lending markets, Private Debt is stepping in to fill the gap — with risks and opportunities.
31/07/2025 Capital Market Assumptions Asset Class Returns Forecasts H1 2025 Mid-year update on expected returns across asset classes over a 5- and 10-year horizon.
16/07/2025 Portfolio Strategy A brief history of US protectionism and global trade Understanding the historical dynamics of trade and protectionism provides insight into today's increasingly multipolar world.
24/06/2025 Equity Shining a light on shareholder remuneration Real and alternative assets are key to enhancing risk-adjusted returns, with private equity and debt offering higher return potential.
19/05/2025 Economy & Markets China in the race for technological leadership In this paper we explore the evolution of China's technological progress and its likely path ahead.
15/05/2025 ESG Thema ESG Thema #20 - Blue Economy: Ready, Set, Sail! Explore the diversity of investment opportunities stemming from the ocean preservation financing