Investment outlook – Handling the...
What to expect for the world economy in 2026? How will the US Federal Reserve respond to a softer labour…
08/01/26
Equity
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Article
European farmland as a strategic...
Global demand for food has continued to grow. However, there are limits to the availability of arable land, soil and…
19/12/25
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Article
Identifying potential equity winners in...
China enters 2026 – the Year of the Horse – on a firm footing after a notable rebound in 2025.…
15/12/25
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Rising AI capital spending will...
Stock market worries over an AI-related bubble have waned recently, leaving the tech-heavy US NASDAQ 100 index less than 2%…
12/12/25
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Article
Multi-asset portfolios - Striking the...
Our latest paper “Multi-Asset Portfolios with Active and Passive Funds: A Robust Portfolio Optimization Framework” introduces a practical and scalable…
10/12/25
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Article
Bubble trouble
Equity markets are rebounding from the latest AI-bubble fear sell-off. While this will almost certainly not be the last time…
03/12/25