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Real Estate Private Debt: Time to Act?

Fabrice Sauzeau, Absolute Return, Fixed Income, Private Debt, Research Paper, Real Estate
Has commercial real estate reached its inflection point? With little transaction activity, price and index data are generated with a lag. Market prices can change much more rapidly than they can be aggregated and reported. Investors must rely on fundamental analysis and experience more than data to time the recovery.
  • Macro, Inflation, Emile Gagna

    Euro zone: labour market still tight

    As in the United States, the labour market is tight in the eurozone. However, the nature of the tensions is quite different.
  • ESG, SRI, Climate Action

    Scope 3 emissions data: Handle with care

    In the vast subject of the challenges and difficulties of climate analysis from an investor's point of view, scope 3 emissions emerge insistently as one of the main stumbling blocks.
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  • Circular Economy
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  • Circular Economy
Circular Economy, David Czupryna, ESG, SRI, Research Paper

Investing in the Circular Economy. We are all plastic now.

Perhaps like us, you are a bit frightened about all the news stories and the statistics – the plastic ‘eighth continent’ in the Pacific Ocean, using our natural resources more rapidly than they can be replaced.
Q&A, Circular Economy, David Czupryna, Bastien Dublanc

Re-sourcing our planet

David Czupryna, Lead Fund Manager and Bastien Dublanc, Senior Fund Manager, describe how an ESG (Environmental, Social, Governance) investment strategy on the theme of the circular economy can contribute to a more sustainable economy along with a long-term fi nancial performance objective.
Circular Economy, Research Paper, ESG, SRI

Circular Economy: Paradise Restored?

The surge in interest in the circular economy issues of climate change, renewables and recycling, has given birth to entire new industries. In this paper, we look at the reasons for the move from the linear to circular economic model, what it would involve, and the opportunities this revolutionary market change presents for investors.

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