Long-term asset allocation – A resilient world
In the 2026 edition of our Long-term asset allocation study, we present our expectations for returns over five, 10- and…
14/05/26
Location Paris
In the 2026 edition of our Long-term asset allocation study, we present our expectations for returns over five, 10- and…
14/05/26
Target date funds – often the default investment choice in retirement plans – promise a simple solution: start with a…
26/11/25
How much has changed for long-term investors with Donald Trump’s re-election as US president. His administration is remaking the global…
15/08/25
We expect the economy to ‘normalise’ over the coming years and revert to a situation of under-consumption and under-investment, pushing…
12/03/24
What a difference a year makes. At the start of 2022, the US S&P 500 index was trading at 22x…
22/02/23