10/07/2026 Geopolitics Investing in a ‘Low Trust’ World How geopolitics is changing the investment playbook in a new global order where trust among countries is rapidly eroding.
1/03/2018 Retirement Pension Funds Letter 4 - The end of “easy money”: at the daw... Just after the recent market corrections and volatility spikes, important debates are arising again. The stress observed lately in the markets clearly...
1/12/2017 Economy & Markets CIO Insights - Four investing paradigms for an era of regime... In a market environment characterised by disruptive trends and possible regime shifts, asset managers need to evolve and to enhance their capabilities...
1/11/2017 Retirement Pension Funds Letter 3 - Shifting approaches from yield spec... Shifting approaches from yield spectrum to credit continuum
18/05/2016 Sustainable Finance Which lever can enhance sustainability ? This paper aims to investigate Emerging Market Countries’ sustainability issues, looking at the impact of two specific policies aiming to improve the...
25/06/2015 Asset Pricing & Behavioural Finance Global Excess Liquidity and Asset Prices in Emerging Markets...