Sacha Bernasconi Sacha Bernasconi

22 years of experience
Portfolio Manager

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. [...]
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. [...]
Yield curves as an investment opportunity
Since the onset of the financial crisis, the world’s largest central banks have been pursuing an expansive monetary policy on an unprecedented level. [...]