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.

Summer is finally here in Europe, and with it comes a sense [...]
Shops have reopened, restaurant terraces are crowded, office spaces filling and traffic jams back as Covid-related restrictions ease after the vaccine rollouts. [...]
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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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The reflation trade is not over yet
When fear grips investors, the market can appear to be full of phantoms and poltergeists. [...]
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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. [...]
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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.
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