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News
China’s pivot: steering through turbulence to sustainability
The shift toward a more sustainable growth model presents long-term opportunities in Chinese assets, but it also calls for increased selectivity in the short term to cope with the economic slowdown.
News
DPP wins Taiwan elections: key take-aways for investors
A geopolitical understanding of the Taiwan elections and its impact on markets.
News
Jobs and inflation on market’s radar
Amid a large consensus that the rate hike cycle has ended, markets are now trying to assess the timing of the next rate cuts.
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Year-end rally turning uncertain in 2024
Resilient US growth and slowing inflation led the markets higher in 2023 but recent market movements show the challenges that lie ahead.
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Emerging Markets charts and views: Winners and losers in a pivotal year for Emerging Markets
Stay ahead in finance with insights on 2024 EM outlook: EM Growth Premium, monetary policy trends, Asia's resilience, and geopolitical risks.
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Cross Asset Investment Strategy - January 2024
Find the latest edition of our monthly publication. The focus is on the fiscal consolidation in the Eurozone.
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Cross Asset Investment Strategy - February 2024
Discover why Japan equity remained a top performer in 2023 & explore insights into macroeconomics, geopolitics & strategy in finance.
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Cross Asset Investment Strategy - March 2024
Delve into the complexities of monetary policies, geopolitical uncertainties, and investment strategies shaping the financial landscape in 2024.
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Cross Asset Investment Strategy - May 2024
Find the latest edition of our monthly publication. The focus is on the IMF meeting: short-term resilience, but no reacceleration in the mid term.
News
Institutional investors’ approaches to responsible investing
Discover how institutional investors navigate responsible investing in finance. Explore insights from qualitative interviews and academic literature.

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