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.

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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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. [...]
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Vaccine delivers a shot-in-the-arm for risk assets
Although the global economy remains mired in a ‘Japanification’ scenario – the prevailing state of lower rates and slower growth – positive news of a Covid-19 vaccine was a boost for risk assets. [...]
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US ELECTIONS: HOLDING OUR BREATH
At this stage, incomplete counting in the US election means that it would be premature to call the final result. [...]
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US ELECTIONS: MANAGING SHORT-TERM VOLATILITY
This was an unthinkable scenario for many, yet here we are: while the result of the election remains far from certain, the initial results credit Donald Trump with a lead in several key states, provid [...]
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