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.
15/10/2021 Geopolitics Shifts & Narratives #10 - China is finally emerging from the... Explore the shifting narratives surrounding China's emergence from the U.S. shadow, analyzing key factors influencing China's global presence and the...
1/10/2021 Portfolio Strategy Shifts & Narratives #9 - Adapting equity portfolios to a re... The return of inflation is clearly one of the top themes of 2021 and the post-pandemic economic revival.
22/09/2021 ESG Thema ESG Thema #3 - How can investors contribute to Net Zero effo... While carbon emissions have been increasing slowly despite efforts to bring them down, “net zero” commitments, however, have skyrocketed.
16/09/2021 Economy & Markets Shifts & Narratives #8 - Post-summer check-up on the regime ... Investors have enjoyed stellar performances over the last twelve months. A 60/40 traditional global equity/bond portfolio returned around 19% on a one-year...
10/09/2021 Investment Insights Stakeholders in the Just Transition - N°3 Territories and lo... This third article, "Stakeholders in the Just Transition", calls on financial institutions to include territories' and local communities' concerns in...
9/08/2021 ESG Thema ESG Thema #2 - EU Fit for 55 package The EU formally adopted in June its new objective of cutting the bloc’s greenhouse gas emissions by 55% by 2030 versus 1990.