ETF Watch August 2025
July was another strong month for UCITS ETF inflows (+€25.3 billion), driven once again by equities (+€21.6 billion). Global equity…
08/08/25
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Insights 1758
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White paper
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Article
Monthly Market Viewpoint Waiting for the slowdown
Is the US economic slowdown finally arriving? Like Vladmir and Estragon in En attendant Godot, some investors see the recent…
07/08/25
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Article
Weekly Market Update Do you remember what happened last August?
Investors found some relief in July, with trade tensions easing, reports of a good earnings season, signs that the global…
07/08/25
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Graph
Graph of the Week What is going on in the US labour market?
Former Federal Reserve Chair Alan Greenspan saw the percentage of people out of work because they quit their jobs voluntarily…
06/08/25
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Article
Summer reading ABC From value to failure and from Musk to monks
Using the letters of the alphabet to describe an event or a person can be an amusing pastime. What would…
06/08/25
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Podcast
Talking Heads Setting a course for investing in the rest of 2025
With the second half of the year now well underway, what are the prospects for the major economies and financial…
06/08/25
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Article
In Conversation Unlocking opportunities in private equity
Despite a challenging market, private equity still has much to offer – especially to investors with access to the most…
06/08/25
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Video
Which way will the wind blow?
After a first half fraught with many challenges, what will steady investor nerves, if anything? Will the resilience of the…
04/08/25
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Article
Covid, AI, tariffs: An equity strategy holding its ground even in abnormal times
In this new paper, we show how a low-risk equity strategy has performed during the Covid crisis, the Magnificent 71…
04/08/25
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Graph
Graph of the week - Relative value at work
At a time when spreads on US investment-grade corporate bonds are at record lows, US agency mortgage-backed securities (MBS) offer…
01/08/25