18/03/2026 Real & Alternative Assets 10 themes for private assets in 2026 Across private assets, selectivity is becoming key. Discover the major themes shaping private equity, private debt, real estate and infrastructure.
6/07/2022 ESG Thema ESG Thema #10 - There is no place like Earth: How investors ... Biodiversity is declining at an alarming rate with now 1 million (out of an estimated 8 million) plant and animal species being threatened with extinction.
9/06/2022 Economy & Markets Shifts & Narratives #20 - Stagflation and its roots in capit... Understanding how the misallocation of capital in the last macro-financial regime laid the foundations for the prospect of stagflation today.
2/06/2022 Economy & Markets Shifts & Narratives #19 - The fiscal illusion: no free lunch... Understanding why the idea of the fiscal 'free lunch' is an illusion while global debt remains at record highs, and moving into a more fragmented world.
2/06/2022 Portfolio Strategy Shifts & Narratives #18 - The power of narratives for invest... Our analysis suggests that narratives complement traditional macro variables when it comes to explaining financial market behaviour.
9/05/2022 Investment Insights Shifts & Narratives #17 - Keeping up with climate change in ... Dealing with the changes driven by the energy transition requires a complete rethinking of asset class returns forecasting and brings major implications...
26/04/2022 ESG Thema ESG Thema #9 - Engaging on Human rights: Identifying risks a... This paper is the first of our ESG Thema series on social issues.