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.

Beyond sustainable investing - Combining green returns with [...]
The Mediterranean’s sperm whales and their ecosystem may seem an unlikely investment target. [...]
SEE MORE
Market Outlook - H2 2021
Covid recoveries push global growth to four-decade high.
SEE MORE
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. [...]
SEE MORE
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. [...]
SEE MORE
Monitoring the global recovery
The global economic recovery continued through March with more evidence of improving industrial activity and commerce. [...]
SEE MORE
The reflation trade is not over yet
When fear grips investors, the market can appear to be full of phantoms and poltergeists. [...]
SEE MORE
Is the window closing to capture the cyclical upswing?
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. [...]
SEE MORE
Prepare for a new year’s rotation
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.
SEE MORE
2021 MARKET OUTLOOK - No vaccine for low growth
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. [...]
SEE MORE