Notizie

  • 03.03.2020

    Discretionary management expertise moves centre-stage

    Le Temps (02.03.2020) - Institutional and discretionary asset managers are increasingly using the same decision-making tools and investment techniques.

  • 27.02.2020

    The viral demand shock goes global

    Spotlight - With the failure of authorities to contain the coronavirus contagion to within China or even Asia, the prospect of a more sustained demand shock for global economies has emerged. This poses the potential for elevated risks for investors looking ahead.

  • 26.02.2020

    In 2020, Keep Calm and Buy Convertibles

    Agefi Indices (24.02.2020) - Convertible bonds’ convexity and exposure to attractive secular themes make them a strategic asset to include in portfolios in 2020 and beyond

  • 21.02.2020

    Is a COVID-19 containment-induced recovery realistic?

    With uncertainty still lingering around the COVID-19 outbreak, we recommend a defensive strategy at current valuations and consider a severe economic decline but a well-priced V-shaped rebound in the markets.

  • 13.02.2020

    Are all batteries created equal?

    Environmental finance (02.2020) - Electric vehicles (EVs) have an important contribution to make towards a zero-carbon future and therefore are suitable for inclusion in a positive impact investment strategy.

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