Asset Allocation Monthly – Complacent?...
Markets have been volatile, buffeted by the much-anticipated gathering of leading central bankers at Jackson Hole, poor US macroeconomic data,…
15/09/23
Portfolio perspectives
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White paper
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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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White paper
Eurozone commercial real estate reset...
The sharp rise in interest rates over the last year has lowered valuations and led buyers to demand higher yields…
06/09/23
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Article
Generative AI: Creating a valid...
Generative artificial intelligence (Gen AI) has become a big focus. Investors wonder if this technology could usher in a broad…
01/09/23
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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
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Article
Household loans – Offering predictable...
As growth in developed economies slows and higher central bank rates start to bite, investors looking for portfolio diversification and…
21/08/23