8/10/2026 Emerging Markets India’s great transformation continues Explore updated data on India's manufacturing trends and consumer spending, and what these developments mean for investors.
17/11/2021 ESG Thema ESG Thema #5 - Carbon offsetting: How can it contribute to t... The sharp increase in net zero commitments from governments, corporates and financial institutions comes with a renewed interest in carbon offsetting...
20/10/2021 ESG Thema ESG Thema #4 - Investing in the Circular Economy: Closing th... Circular Economy, as an economic system of trade and production, aims to increase the efficiency of resource use and reduce environmental impact while...
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...