- German elections: Investment views
German elections: Investment views
Thursday 28 September 2017
Research / Market
"The prospects for the German economy will not change dramatically, although there will be a moderate fiscal stimulus."
Understanding the Momentum Risk Premium
Momentum risk premium is one of the most important alternative risk premia. Since it is considered a market anomaly, it is not always well understood. Many publications on this topic are therefore based on backtesting and empirical results. However, some academic studies have developed a theoretical framework that allows us to understand the behavior of such strategies.
Opportunities ahead in Asia EMs, despite increasing geopolitical tensions
"EM Asian economies outlook has been improving and it’s expected to mildly improve further. We closely monitor geopolitical risk in the region."
The food challenge: How can one achieve greater transparency?
What do we really eat? What information do labels give us? Do they tell us everything? Are companies really being transparent?