Latest insights

Beyond the Green Bond?

Research Paper, ESG, SRI, Dany da Fonseca, Vincent Compiègne, Patrick Zeenni
Based on our long-standing views of the financial benefits of sustainability, we integrate some level of ESG (Environmental, Social, and Governance) factor analysis across all our investment processes, and particularly for our sustainable investment strategies.
  • Asset Allocation, Nadège Dufossé

    Is summer volatility inevitable?

    The MSCI World (developed countries index) hit an all-time high in mid-July, following an almost uninterrupted 33% rise since its low point at the end of October 2023. Only a correction of around 5% in April 2024 enabled some reactive investors to jump on the bandwagon if they hadn't done so since the last quarter of last year.
50 results found
  • Research Paper
Show me
  • Topic
  • Theme
  • Publication
  • Author
Show me
  • Topic
  • Theme
  • Publication
from
  • Author
50 results found
  • Research Paper
Research Paper, ESG, SRI, Dany da Fonseca, Vincent Compiègne, Patrick Zeenni

Beyond the Green Bond?

Based on our long-standing views of the financial benefits of sustainability, we integrate some level of ESG (Environmental, Social, and Governance) factor analysis across all our investment processes, and particularly for our sustainable investment strategies.
Astrid Pierard, Alix Chosson, ESG, SRI, Research Paper, Equities, Water

Water risks: How to build water-conscious investment strategies?

In a world grappling with escalating water issues, prioritizing water as a strategic business imperative has never been more critical. The operational and financial impacts of water-related risks have started materializing. Our conviction is that companies must consider and manage water as the long-term strategic and operational risk it can represent.
Research Paper, Fixed Income, Pierre Boyer

The ECB: From Crisis Fighter to Liquidity Maestro?

The European Central Bank (ECB) has undergone a significant transformation, evolving from a passive observer to a proactive guardian of financial stability in the eurozone. As the ECB normalises its monetary policy after a period of unconventional measures, a key challenge has emerged: managing excess liquidity. This paper explores the ECB's evolving role in addressing this challenge.
Bastien Dublanc, Astrid Pierard, Jessica Carlier, ESG, SRI, Equities, Research Paper, Water

PFAS: Genius gone wrong

PFAS have been widely used for decades due to their unique properties in various domestic and industrial applications. They are resistant to water and virtually indestructible. They are also seen as the poison of the century. Where do we stand in terms of regulation? What are the PFAS-related risks? Where are the opportunities?
Charudatta Shende, Nicolas Jullien, Fixed Income, Research Paper

The Big Shrink – How to navigate High Yield markets?

High yield markets are shrinking. Do you know that they have contracted by 25% over the past two years? The ICE BofA BB-B Global High Yield Index has lost $654 million in value. In the meanwhile, investor demand for credit and high yield has rebounded at the end of last year.
Benjamin Chekroun, Research Paper, ESG, SRI

Human Capital Management in European Small and Mid-sized Companies: Analysing the Data

Despite constraints on both their human and financial capital, Small- and Mid-Sized companies (SMIDs) share similar business ambitions with their larger counterparts while competing for the same talent. They need talent to fuel their growth, yet that rapid growth can strain employees. Attracting and retaining talent, while simultaneously maintaining workforce productivity, poses a challenge.

Find it fast

Get information faster with a single click

Get insights straight to your inbox