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.
25/05/2021 Investment Insights Stakeholders in the Just Transition - No.1: Integrating Work... The notion of a Just Transition holds that moving to a cleaner, sustainable economy must be fair to workers, consumers, communities and society. Decent...
25/05/2021 Research AI Solutions for ESG Integration in Emerging Markets Assessing issuer ESG quality is essential for investors: it uncovers sustainability risks to finances and systemic impacts. Data access is key, yet disclosures...
19/05/2021 Investment Insights Shifts & Narratives #3 - The ‘make it or break it moment’: w... The COP26 in Glasgow has been hailed as a turning point in the global fight regarding climate change amid a new US administration and a long and strenuous...
26/04/2021 Economy & Markets Shifts & Narratives #2 - Inflation: something deep awakens One year ago, as the Covid-19 crisis had just begun, we wrote about its potential inflation implications from both a cyclical and a structural standpoint....
9/04/2021 Portfolio Strategy Shifts & Narratives #1 - Do not give up on fundamental valua... Today, most investors are at a loss regarding what to think of the notion of value and valuations and, even most importantly, how to use it in portfolio...