Latest insights

Once upon a time, mankind invented PFAS (per- and polyfluoroalkyl substances).

PFAS: Genius gone wrong

Bastien Dublanc, Astrid Pierard, Jessica Carlier, ESG, SRI, Equities, Research Paper, Water
PFAS have been widely used for decades due to their unique properties in various domestic and industrial applications. They are resistant to water and virtually indestructible. They are also seen as the poison of the century. Where do we stand in terms of regulation? What are the PFAS-related risks? Where are the opportunities?
  • 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?
71 results found
  • Equities
Show me
  • Topic
  • Theme
  • Publication
  • Author
Show me
  • Topic
  • Theme
  • Publication
from
  • Author
71 results found
  • Equities
Bastien Dublanc, Astrid Pierard, Jessica Carlier, ESG, SRI, Equities, Research Paper, Water

PFAS: Genius gone wrong

PFAS have been widely used for decades due to their unique properties in various domestic and industrial applications. They are resistant to water and virtually indestructible. They are also seen as the poison of the century. Where do we stand in terms of regulation? What are the PFAS-related risks? Where are the opportunities?
Equities, Monthly Coffee Break

Shock to the system

Since the last committee on March 11th, European markets have fallen sharply, due to Donald Trump’s announcements regarding US tariffs on April 2nd.
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.
Equities

Europe at the forefront

“Uncertainty” was probably the most important driver behind the stock market’s behaviour over the past four weeks.
Equities

A positive start to the year

In January, European equities closed the month higher, outperforming the US and narrowing part of the valuation gap between the two sides of the Atlantic. In addition to attractive valuation multiples, the eurozone has benefited from improving macro data (the composite PMI edged into expansionary territory at 50.2 in January and retail sales have risen for five consecutive months) and the ongoing rate-cutting cycle from the European Central Bank (ECB), while the Fed has decided to pause rate cuts.
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.
Equities

Waiting for Trump 2.0

European equity markets ended the last month of the year on a positive note. The positive market trend was mainly driven by rate cuts and slowing inflation over the course of 2024.
Equities

A positive market response to the US elections results

In November, European equities closed the month up. Excluding the UK, however, European equities fell marginally due to a combination of concerns about US trade policy and earnings warnings from the automotive and consumer goods sectors. Consumer weakness in China and within domestic markets was cited as the cause in both cases. A strong Financials performance supported UK equities (+2.5%).

Find it fast

Get information faster with a single click

Get insights straight to your inbox