Chart of the Week -...
September was been a difficult month for US stocks and government bonds as markets added to bond’s risk premia partly…
29/09/23
Equity
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Article
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Podcast
Talking Heads – ‘Time to...
Investors can help to speed climate mitigation and adaptation measures by allocating more and more actively to the protection of…
25/09/23
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Article
Chart of the Week -...
Every risk has a price, and in our view, markets are priced for different outcomes. Strikingly, the chart of the…
21/09/23
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Podcast
Talking Heads – Picking European...
What is the best way to actively manage an allocation to large-cap European equities? Valerie Charriere, Deputy Head of European…
18/09/23
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Podcast
Talking Heads – Ongoing tailwinds...
At around 15%, financial stocks account for a significant part of European equity indices. What is the outlook for the…
11/09/23
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Podcast
Talking Heads – Taking a...
Within the thematic investing approach, climate-focused strategies allow investors to invest in companies with a climate-friendly strategy and so do…
29/08/23