Insights

Our management approach follows rigorous and thorough investment processes based on our assessment of the macroeconomic situation and on a fundamental analysis. We share all our insights with you.

2022 Market Outlook

By most measures, 2021 will be remembered as an extraordinary year for global risk assets and the world economy. At the time of writing, stocks, ho [...]

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Enjoying seasonal tailwinds

We keep our positive stance on risk assets and equity in particular. In the near-term, we continue to believe that strong earnings growth will more [...]

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On the way to “slowbalisation”?

“Slowbalisation”, which began even before the start of Covid-19, is a counter-trend to globalization. The pandemic could further accentuate this ph [...]

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Monthly markets review

October offers treats to investors this year  Recorded strong gains in October. Please find below the 10 stories to remember from an eventful mont [...]

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