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  • Equities, Ken Van Weyenberg

    Reshoring: A Catalyst for Smart Manufacturing

    Global manufacturers are navigating a highly challenging environment marked by tariffs, trade conflicts and new alliances, supply chain disruptions, and rising geopolitical tensions.
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Equities, Ken Van Weyenberg

Reshoring: A Catalyst for Smart Manufacturing

Global manufacturers are navigating a highly challenging environment marked by tariffs, trade conflicts and new alliances, supply chain disruptions, and rising geopolitical tensions.
ESG, SRI, Healthcare, Servaas Michielssens, Linden Thomson

Time to Re-engage with Healthcare?

Healthcare share prices tend to reflect some trepidation leading up to and shortly after the US presidential elections, yet for the last five elections the sector outperformed in the 12 months following the election.
Equities, Geoffroy Goenen, Jean-Baptiste Sergeant

Let’s not neglect European equities!

Since the US presidential elections, US equities have been on an uptrend driven by a certain optimism, as the expectation of tax cuts and deregulation have fuelled the hope of accelerated corporate earnings growth.
Outlook 2025, Steeve Brument, Bertrand Dardenne

M&A: Triple Trends for 2025?

As we head into 2025, the stars seem to be aligning for a revival of mergers and acquisitions, creating a fertile environment for investors seeking new opportunities. Merger arbitrage strategies attempt to capitalize on M&A activity by using a structured approach returns.
Outlook 2025, Alix Chosson, Tanguy Cornet

2025: the swan song for global climate action?

2024 concluded as another annus horribilis for climate action, with COP29 blowing “hot air”, reinforced geopolitical tensions overshadowing the climate crisis, and the re-election of Donald Trump in the U.S. We only have a couple of years left before spending the totality of the +1.5°C carbon budget. How will the recent political changes and global geopolitical tensions impact the transition?

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Research Paper, ESG, SRI, Fixed Income, Dany da Fonseca, Vincent Compiègne, Patrick Zeenni

Beyond the Green Bond?

Ready for change?
Research Paper, Johann Mauchand, Alternative Investments, Asset Allocation

Alternative strategies: Is 40/30/30 the new 60/40?

2022 was a landmark year for monetary policy, with Central banks shifting priority from supporting growth to taming inflation.
Research Paper, Maïa Ferrand, ESG, SRI

Investing in Natural Capital: Challenges and Opportunities

Defined as the “stock of renewable and non-renewable natural resources (e.g.,plants, animals, air, water, soils, minerals) that combine to yield a flow of benefits to people” by the Natural Capital Coalition, natural capital is at the source of everything that surrounds us.
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