Shifts & Narratives

2021.06 - Shifts & Narratives #7 - Slider-1390x467
Thematic Paper 14.06.2021 Shifts & Narratives #7 - Opening the Pandora’s box of social risks: Co...

The Covid-19 crisis can be considered a turning point for social issues: it has put global socio-economic inequalities in the spotlight and made them more concr...

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Shifts & Narratives #5 - Regime shifts
Thematic Paper 8.06.2021 Shifts & Narratives #5 - A unique crisis that opens the way to multipl...

The Covid-19 crisis is exceptional in many ways. It is the most serious health crisis since the Spanish flu a century ago. This crisis resulted in an unpreceden...

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Thematic Paper 26.05.2021 Shifts & Narratives #4 - In search of a new international order

Profound changes in the international arena are underway. Together the EU, China and the United States are the three largest economies in the world. Whereas, pr...

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Thematic Paper 19.05.2021 Shifts & Narratives #3 - The ‘make it or break it moment’: why investo...

The Conference of the Parties (COP)26 in Glasgow has been hailed as a turning point in the global fight regarding climate change amid a new US administration an...

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Thematic Paper 26.04.2021 Shifts & Narratives #2 - Inflation: something deep awakens
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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.

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Thematic Paper 9.04.2021 Shifts & Narratives #1 - Do not give up on fundamental valuations
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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 constru...

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