Investing for tomorrow

Despite this wealth of information – or perhaps because of too much information? – maybe you are still uncertain.  We can help you organize and develop your views, in a 20-minute video. Our economists and strategists will try to clarify the economic and financial risks.

25 years of experience in ESG, 25 years of experience in Emerging Markets Equities, and over 15 years of putting it all together. Doubling the Drivers of Performance : Historically, Emerging Markets have been the drivers of global growth. Times are changing - deglobalisation is the new trend – but EMs still are responsible for more than half of our global economic growth.

As we reach the halfway point in the year, global growth forecasts continue to be revised downwards and headwinds remain significant…

Every day we are reminded of the sweeping impact of climate change. As a responsible investor, we have a key role to play in financing the transition towards a low-carbon economy ….we have a role in financing a transition that takes place in a just and equal way … and we can help control climate change.

Recent rises in inflation -- to levels not seen in decades -- have negatively affected returns across most asset classes. Rate rises have been some of the steepest seen in many decades. In the current environment, as we move further into resolute central bank tightening, we may see a considerable cooling down in global economies.

Since the beginning of the year, the European market – like its peers - has suffered a severe correction. Market participants are watching out for the low point, the green light that will allow the market to reposition itself for the long term.