Asset managers are increasingly applying sustainability criteria to investments in private markets as they seek to take into account growing…
29/09/23
September was been a difficult month for US stocks and government bonds as markets added to bond’s risk premia partly…
29/09/23
The US Federal Reserve (Fed) kept the key federal funds rate unchanged on 20 September, but retained an unexpectedly hawkish…
28/09/23
The expansion of the BRICS bloc and China’s increasing business in Africa are deepening the renminbi’s internationalisation as China works…
27/09/23
Drug pricing reforms in the US will likely constrain growth for biopharmaceutical manufacturers, placing even greater importance on a company’s…
26/09/23
Investors can help to speed climate mitigation and adaptation measures by allocating more and more actively to the protection of…
25/09/23
Climate change increases the likelihood of weather-related natural disasters. Their occurrence has increased tenfold since the 1960s, resulting in estimated…
22/09/23
Every risk has a price, and in our view, markets are priced for different outcomes. Strikingly, the chart of the…
21/09/23
The sell-off in US (and global) government bond yields, which began after Fitch Ratings downgraded the US default rating as…
21/09/23
What is the best way to actively manage an allocation to large-cap European equities? Valerie Charriere, Deputy Head of European…
18/09/23
