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Middle East Conflict

Asset Allocation, Geopolitics
Coordinated U.S. and Israeli strikes against Iran began on Saturday 28 February, while Iranian retaliation has spread across the region. Without any clearly stated intentions or objectives on the part of the United States of America, these events give rise to numerous hypotheses and uncertainties for the region in the coming months, as well as risks for investors.
  • Equities, AI, Felix Demaeght

    Software: Will AI trigger a SaaSpocalypse?

    Artificial Intelligence agents are moving beyond assistance and into execution. The emergence of AI agents such as Claude Cowork has intensified a debate among investors: could parts of the SaaS ecosystem risk structural disintermediation?
  • Research Paper, Lucia Meloni, Emma Miguel Unzue, ESG, SRI

    Brand Values: Unravelling Luxury Goods Risks

    If brand value is image, reputation, and a track record of quality, the higher the price of the product, the more important that image is for pricing and profit. And the more susceptible to negative news which might affect that image.
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  • ESG, SRI
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  • ESG, SRI
Research Paper, Lucia Meloni, Emma Miguel Unzue, ESG, SRI

Brand Values: Unravelling Luxury Goods Risks

If brand value is image, reputation, and a track record of quality, the higher the price of the product, the more important that image is for pricing and profit. And the more susceptible to negative news which might affect that image.
Research Paper, ESG, SRI, Marie Niemczyk, Benjamin Manent-Manent

The Forest We Ate: How Agriculture Consumes Biodiversity

The loss of biodiversity has financial and investment implications. While not-for-profits and investors such as ourselves are straining to actually quantify our risks, the qualitative indicators are mounting.
Research Paper, Alix Chosson, Elouan Heurard, ESG, SRI, Biodiversity

Can We Assess Companies’ Ecological Debt? And How?

While, according to the World Economic Forum, half of the global GDP is dependent on nature, biodiversity is experiencing an extinction that challenges the resilience of our economies. Deterioration of air, water and soil quality, decline in ecosystem services such as pollination: the physical impacts of this loss of biodiversity are already putting our economies under pressure.
Healthcare, ESG, SRI

Why healthcare, why now?

On Tuesday, September 30, the pharmaceutical industry issued its first formal response to President Trump’s recent letter on drug pricing, announcing a deal between Pfizer and the US administration.

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