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.

Time to take some chips off the table
We are reducing part of our overweight equity stance in light of a more uncertain liquidity environment and the deterioration of some of our technical indicators.
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From Recovery to Steady Growth
18 months into the Covid pandemic, the world economy has experienced its shortest yet deepest recession ever, followed by one of the strongest recoveries on record, thanks to historic levels of govern [...]
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Beyond sustainable investing - Combining green returns with [...]
The Mediterranean’s sperm whales and their ecosystem may seem an unlikely investment target. [...]
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Market Outlook - H2 2021
Covid recoveries push global growth to four-decade high.
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World economic growth in 2021 will be the highest in at leas [...]
The ongoing global recovery is very strong. World economic growth this year will be the highest in at least four decades as economies recover from 2020’s huge shock. [...]
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ESG Litigation Finance - Investing in accountability
Litigation is a costly procedure. Available resources can have a substantial impact on outcomes, and smaller players are often disadvantaged against large corporations. [...]
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Monitoring the global recovery
The global economic recovery continued through March with more evidence of improving industrial activity and commerce. [...]
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