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.

Uncovering the pioneering firms leading the fight against ca [...]
Pioneering developments in oncology deliver in both areas: progress in fighting the second leading cause of death globally and access to leading-edge healthcare innovators with growth potential.
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May to August 2018
Since the beginning of the year, the hedge fund industry has successfully navigated a complex environment, while most asset classes have suffered.
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Our monthly view on asset allocation (September 2018)
While the macro backdrop continues to support risky assets, there are visible storm clouds gathering that could precipitate a change in risk appetite. [...]
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September 2018
This summer, financial markets were shaken by an old unpleasant tune.[...]
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August 2018
US GDP growth stayed strong in Q2, rising at 4.1% qoq, the highest pace since 2014.[...]
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Swimming against the current: the long term attractiveness o [...]
Over the last decade, the Norwegian aquaculture industry has enjoyed significant growth, with total industry revenues growing by more than 300%. [...]
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Key Things Investors Should Consider In 2018
Macroeconomic backdrop is supportive of ‘risk-on’. This can quickly change, but for now, a lack of inflation pressure and positive growth should fuel financial markets. [...]
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European Banks and the search for value
European banks remain one of our highest conviction sectors within credit as a number of developments in monetary policy, banking fundamentals and regulatory changes should support positive performanc [...]
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