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.

Covid will drive green bond issuance as shift to sustainabil [...]
The catastrophe of Covid-19 has given the world one silver lining. A wake-up call. A sobering vision of the future, and the economic and social devastation that climate change will bring. [...]
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Why equity markets are enjoying the best of a difficult situ [...]
Equity markets have enjoyed a three-month rally, but should investors fear a false dawn? At first glance, it is easy to spot what might derail the world’s stock markets. [...]
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The importance of defensive plays as investors weigh new ris [...]
While we remain in the shadow of the pandemic, it is important to remember markets are, by nature, forward looking. [...]
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Ten credit markets warnings that signal long-term alpha pote [...]
The longest equity bull market since the Second World War led to high valuations and increased leverage. [...]
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Our monthly view on asset allocation (June 2020)
The combination of expected economic improvements and very large support from governments and central banks warrants not only to stay invested, but even to selectively add exposure in portfolios, whil [...]
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Covid-19’s meteoric impact has accelerated a new tech age
Covid-19 has accelerated the inevitable. [...]
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How investors can mitigate a second wave meltdown
As governments across the globe gradually ease lockdown measures, investors are turning their focus to the shape of the economic recovery. [...]
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Our monthly view on asset allocation (May 2020)
The past three months have been truly extraordinary and difficult for just about everyone in the world. [...]
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JANUARY TO APRIL 2020
Hedge Funds have not been in this situation for a long time 
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