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Equity
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There are four thematic areas that we think will drive the equity markets in sustainability-related investments in 2024: first of...
5 December 2023
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Market Views
Credit
Global Credit
Over the last few months of 2023, the market’s attention has shifted from central banks and the fight against inflation...
29 November 2023
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Market Views
Credit
Global Credit
Davide Serra (Founder and CEO, Algebris Investments) on what is happening in the markets: from the slowdown of Asia’s “growth...
13 November 2023
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Market Views
Credit
Global Credit
In the latest instalment dedicated to Responsible Investing, we discuss how to identify opportunities in the world of credit with...
11 October 2023
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Market Views
Credit
Global Credit
In China, the economy is slowing down. This has global repercussions and the engine of the European economy, Germany, has...
26 September 2023
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Market Views
Credit
Global Credit
In the first half of 2020 we predicted that inflation would rise. Today we believe that rates at 4% in...
24 July 2023
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Market Views
Credit
Global Credit
Inflation on its way down, more stable interest rates and a slowing economy (albeit not a recession): this provides a...
19 July 2023
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Market Views
Equity
Global Equity
We are living in an era of transition, characterised by the increase in relevance of non-financial risks that can, however,...
12 July 2023
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Market Views
How can we evaluate if an investment is responsible from an environmental standpoint? What impact can a company have on...
1 June 2023
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Market Views
The global economy is slowing down. What does this mean for markets and investments? In Asia, China’s reopening is proceeding...
30 May 2023
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Market Views
While the US banking crisis seems now contained, it is likely small and medium-sized US banks will experience a new...
17 April 2023
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Market Views
Responsible investing, green transition, ESG: what exactly do they mean? What rules must the players in the sector follow and...
13 April 2023
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