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
Equity
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Article
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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
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White paper
Asset Allocation Monthly – No...
Different asset markets are offering unusually disparate prospective levels of risk-reward, with bonds looking more attractive than stocks for the…
11/08/23
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Podcast
Talking Heads – Using behavioural...
The study of behavioural finance and its findings on the limitations to rational decision making helps explain the role of…
03/07/23