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.
5/03/2024 Economy & Markets Can the US sustain a rising debt burden? Dive deep into the intricacies of the burgeoning US debt crisis & its profound implications for the finance sector. Explore fiscal adjustment strategies...
20/02/2024 Investment Insights Five insights on institutional investors’ approach to Respon... Gain valuable insights into responsible finance investing. Discover effective strategies, navigate complex regulations, and understand their profound...
20/02/2024 Economy & Markets Credit markets in focus in 2024 Discover investment opportunities in resilient credit markets of 2024, with attractive valuations in Eurozone investment grade credit and promising prospects...
25/01/2024 Economy & Markets Will Artificial Intelligence increase economic growth? Explore the potential of Artificial Intelligence (AI) on global industries for increased productivity, the complex landscape of AI adoption, and the short-term...
22/01/2024 Economy & Markets China’s pivot: steering through turbulence to sustainability The shift toward a more sustainable growth model presents long-term opportunities in Chinese assets, but it also calls for increased selectivity in the...
13/12/2023 ESG Thema ESG Thema – Special COP28: Main outcomes and implications fo... Great attention was given to COP28 due to the significant acceleration we observe in private sector mobilization, underpinned by the recent technological...