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.
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. [...]
Asset Allocation InsightsIs the window closing to capture the cyclical upswing? 01 February 2021
Staggering spikes in Covid-19 cases, all too expected Brexit disruptions and shocking anti-democratic developments in the US kicked off 2021 with a bang. [...]
Asset Allocation InsightsPrepare for a new year’s rotation 22 December 2020
Following the initial uplift from the announcement of a Covid-19 vaccine, markets have slowed, caught between optimism for the 2021 outlook and short- term concerns around the second wave impact.
Asset Allocation Insights2021 MARKET OUTLOOK - No vaccine for low growth 08 December 2020
After an extraordinary 2020, on so many levels, many investors can’t wait to put the year behind us. The US election, for all its noise, has not really changed the fundamental investment landscape. [...]