Shifts & Narratives
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Thematic Paper 9.05.2022 Shifts & Narratives #17 - Keeping up with climate change in setting long-term asset class views

Dealing with the changes driven by the energy transition requires a complete rethinking of asset class returns forecasting and brings major implications for investors. In the piece we address the key themes for investors driven by the energy on a 10 and 30 years horizon and the implications on the strategic asset allocation and the asset classes that will be favoured.

More > 10 minutes
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Thematic Paper 6.04.2022 Shifts & Narratives #16 - Investing in a fragmented world

One key aspect of the regime shift is the fall of globalization trend. In the piece we address the impact of de-globalization on investors, and in particular the road back to the benefits of international diversification

More > 10 minutes
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Thematic Paper 18.03.2022 Shifts & Narratives #15 - The Green risk premium and the performance(s) of ESG investing

Understanding the question of the Green risk premium and ESG performance.

More > 10 minutes
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Thematic Paper 2.03.2022 Shifts & Narratives #14 - Russia conflict marks a further step in the road back to the ‘70s

Understanding the long-term implications of the Russian-Ukraine conflict in the regime shift in course.

More > 10 minutes
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Thematic Paper 18.01.2022 Shifts & Narratives #13 - Money and psychology of inflation: an investor view

Understanding the linkage between money velocity, psychology of inflation in the regime shift, and consequence for investors.

More 5 to 10 minutes
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Thematic Paper 24.11.2021 Shifts & Narratives #12 - ESG is not a given, the battle for data has just begun

ESG (environmental, social, and governance) investing has been making news headlines recently.

More 5 to 10 minutes
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Thematic Paper 19.11.2021 Shifts & Narratives #11 - Green sentiment: what impact on stock returns and firm's behaviour?

As a large number of investors turn to green assets, this raises questions about investors’ impact on the economy, in particular through their influence on firms’ valuations and corporate behaviour

More > 10 minutes
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Thematic Paper 15.10.2021 Shifts & Narratives #10 - China is finally emerging from the US’s shadow

Today, with developed market equities highly correlated and bond yields remaining subdued, investors are searching for other sources of income. In this respect, China’s assets could prove to be a useful diversifier for global portfolios, as they are likely to become increasingly independent from US ones.

More > 10 minutes
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Thematic Paper 1.10.2021 Shifts & Narratives #9 - Adapting equity portfolios to a regime of higher inflation

The return of inflation is clearly one of the top themes of 2021 and the post-pandemic economic revival.

More > 10 minutes

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