18/12/2025 Portfolio Strategy The Journey of Global Liquidity All assets are influenced by global liquidity. Liquidity flows from central banks, governments, and regulations through the economy down to markets.
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
9/05/2025 Real & Alternative Assets Tailoring real and alternative assets to illiquidity appetit... Real and alternative assets are key to enhancing risk-adjusted returns, with private equity and debt offering higher return potential.
31/03/2025 Economy & Markets The direction of long term rates in an era of high debt High public debt and adverse demographics suggest long-term interest rates may remain elevated, with increased volatility and global contagion risks.
31/03/2025 Economy & Markets Empowering transformation in Europe Europe aims to boost productivity through policy reforms and investments to restore competitiveness.
31/03/2025 Equity Equity sectors: a mix of Growth and Value to navigate the ch... Return expectations for Financials, Healthcare, and Industrials should benefit from AI, climate transition, and deregulation shaping sector dynamics.