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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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Market Views
Financials
The past week has seen increasing concern about the health of the banking sector. Following the rescue of Credit Suisse,...
24 March 2023
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Market Views
Within Asia, the resilience of Europe was underestimated, and capital is now being redeployed in European assets, which is a...
7 March 2023
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Market Views
Credit
Global Credit
2022 was a year of significant events that were very challenging for investors, all happening within a relatively short period...
2 March 2023
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