27/04/2026 US equities hit new highs The S&P 500 hit an all-time high this week, with the longest-ever advance in semiconductors.
5/08/2021 Capital Market Assumptions Asset Class Returns Forecasts - Q3 - 2021 Explore the asset class returns forecasts for Q3 2021, analyzing the impacts of COVID and inflation on market trends and performance expectations to guide...
28/06/2021 Global Outlook H2 2021 Investment Outlook - Inflation blows on markets, and... We are already reaching the peak of economic acceleration. What matters going forward is what will be left of this bounce in growth and inflation.
18/06/2021 Economy & Markets Biden agenda: tackling income inequality and its potential i... The election of President Joe Biden has led to a turn in US government policy. This paper explores income and wealth inequality in the United States and...
8/06/2021 Economy & Markets The inflation moment - Strategies to protect portfolios from... As the global economy emerges from its worst slump since the 1930s, we envisage plenty of inflation fertilisers at stake, especially in the United States....
17/05/2021 Retirement Pension Funds Letter 11 - Unexpected opportunities for pensi... In the wake of the Covid-19 pandemic, a lot of discussion has focused on the worsening of the retirement prospects of savers around the world. Indeed,...
26/04/2021 Economy & Markets Shifts & Narratives #2 - Inflation: something deep awakens 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....
