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.

Focus
 ESG 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. [...]
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Asset Allocation Insights
 Monitoring the global recovery 27 Apr 2021
The global economic recovery continued through March with more evidence of improving industrial activity and commerce. [...]
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Asset Allocation Insights
 The reflation trade is not over yet 19 March 2021
When fear grips investors, the market can appear to be full of phantoms and poltergeists. [...]
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Asset Allocation Insights
 Is 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. [...]
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Asset Allocation Insights
 Prepare 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.
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Asset Allocation Insights
 2021 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. [...]
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Asset Allocation Insights
 Vaccine delivers a shot-in-the-arm for risk assets 01 December 2020
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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Flash
 US ELECTIONS: HOLDING OUR BREATH 06 November 2020
At this stage, incomplete counting in the US election means that it would be premature to call the final result. [...]
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Flash
 US ELECTIONS: MANAGING SHORT-TERM VOLATILITY 04 November 2020
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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