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.
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Asset Allocation InsightsTime to take some chips off the table 12 October 2021
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.
FocusBeyond sustainable investing - Combining green returns with [...] 14 June 2021
The Mediterranean’s sperm whales and their ecosystem may seem an unlikely investment target. [...]
Asset Allocation InsightsWorld economic growth in 2021 will be the highest in at leas [...] 31 May 2021
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. [...]
FocusESG Litigation Finance - Investing in accountability 03 May 2021
Litigation is a costly procedure. Available resources can have a substantial impact on outcomes, and smaller players are often disadvantaged against large corporations. [...]