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  • 155bn€

    Assets under management as at 31 December 2024

  • 25

    years of ESG experience

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Fixed Income, Adapt to thrive

Adapt to thrive in the Fixed Income Jungle

Over a decade ago negative rates started looming, creating an unprecedented environment. Well the Fixed Income space is definitely the opposite, a lush jungle dominated by the canopy, aka the AAA-AA ratings, covering an Investment Grade A to BBB ratings understory, down to the High Yield BB and lower ratings forest floor.
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  • US elections, Asset Allocation, Macro, Florence Pisani, Emile Gagna

    Trump’s Economic Policy

    The election of Donald Trump, coupled with the Republican Party's control of both houses of Congress, has resulted in a new political landscape in the United States. What key decisions must the new administration make? What impact will these decisions have on the macroeconomic environment, financial markets and investors?
  • ESG, SRI, Equities, Fixed Income

    The complexities of investing in defence

    According to the Institute for Economics & Peace, there are 56 active conflicts in the world, the greatest number since the end of World War II. Increasingly complex geopolitics and ReArm Europe are keeping investors on our toes, analytically.
  • Asset Allocation

    Update on US Liberation Day

    Since his return to the White House, Trump has announced a series of country or sectoral tariff increases. If we combine all the measures announced before 2 April (20% on China, 25% on Canada and Mexico with exemption for goods that comply with the USMCA , 25% on steel and aluminum and 25% on automobiles and parts), the average tariff rate on US imports was on course to reach 11% from 2.5% end of 2024.
  • Fixed Income, Charudatta Shende

    Credit Markets: Don’t get “Carry-ed” away

    Navigating fixed income markets can be a daunting task for those unfamiliar with their intricacies. A multitude of factors – fundamentals, valuations and technicals – can impact a wide range of instruments – sovereigns (developed & emerging), corporates (investment grade and high yield) –, contributing to a highly complex financial landscape.
  • Asset Allocation, Macro

    Update on ReArm Europe

    Released last September, former ECB President Mario Draghi’s report urged the EU to revive and boost its competitiveness. At the end of January, the European Commission presented the Competitiveness Compass to allow Europe to revive economic growth and secure prosperity.
  • Nadège Dufossé, Asset Allocation

    Can US Exceptionalism Endure?

    For the past decade, US stock markets have largely dominated the rest of the world, thanks to strong momentum in the technology sector and a favorable macroeconomic environment. Paradoxically, since the election of Donald Trump, this trend has reversed and the US market seems to have temporarily lost this leadership role.
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