3/01/2023 Emerging Markets China: back to pragmatism In one month, China dropped most of its Covid-related restrictions, vowed to support the housing market more, and set pro-growth policies.
19/05/2021 Research 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...
7/05/2021 Capital Market Assumptions Asset Class Returns Forecasts - Q2 - 2021 With vaccination programs worldwide well underway, the spotlight has shifted now to the nature of the economic recovery.
25/02/2021 Real & Alternative Assets Investing in post-Covid-19 European private debt markets: fo... Private debt markets have grown rapidly since the Great Financial Crisis (GFC), with global assets under management (AuM) tripling, from $275bn in 2009...
11/12/2020 Investment Insights Responsible investing expands further with green convertible... While investors have been aware of the merits of investing responsibly for a long time, the Covid-19 crisis is likely to increase the focus on ESG principles,...
3/12/2020 Retirement Pension Funds Letter 10 - Resilience is all Today, investors have a unique opportunity to observe the spreading of a real virus alongside the viral nature of financial markets and the real economy.
2/12/2020 Retirement Creating resilient pension portfolios post Covid-19 Covid-19 is a ‘once in a hundred years’ cataclysmic event. Superlatives that do it justice are hard to find.