17/04/2026 Asset Pricing & Behavioural Finance AI Boom or Bubble? Lessons from the Dot-Com Period This paper compares the current AI-driven market to the dot-com boom of the late 1990s.
7/07/2023 Insurance The role of overlay solutions in the transition toward more ... In this article, we explore overlay solutions and their ability to provide effective ways to overcome cash and liquidity problems.
7/07/2023 Insurance IFRS 9 and 17 & ongoing IASB post implementation review: inv... We highlight the implications of IFRS 9 and 17 standards and share some thoughts on how insurance companies can effectively address this framework.
30/06/2023 Insurance Insurance Fixed Income Outlook: transition to more liquid as... We look at how insurers have begun to adapt to the new market regime and suggest some avenues to explore on the asset side for the years to come.
26/05/2023 Economy & Markets Seven questions for investors on the US debt ceiling The Talks elaborates on the uncertainty around the US Debt Ceiling negotations and how it could evolve.
12/05/2023 Capital Market Assumptions Asset Class Returns Forecasts - Q2 2023 Quartely update of the expected returns across asset classes with a 5 and 10 year horizon.
9/05/2023 Economy & Markets Stress in US regional banks continues, while the Fed moves t... The Talks elaborates on the banking stress in US and the FOMC May meeting.