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Human Capital Management in European Small and Mid-sized Companies: Analysing the Data

Benjamin Chekroun, Research Paper, ESG, SRI
Despite constraints on both their human and financial capital, Small- and Mid-Sized companies (SMIDs) share similar business ambitions with their larger counterparts while competing for the same talent. They need talent to fuel their growth, yet that rapid growth can strain employees. Attracting and retaining talent, while simultaneously maintaining workforce productivity, poses a challenge.
  • ESG, SRI, David Czupryna, Circular Economy, Article

    Beyond Fossil Fuels: Why Green Investments Are Still the Future

    After a challenging period for green investing, marked by rising interest rates, supply chain issues, and overcapacity, companies committed to building a sustainable world could remain an attractive long-term option for investors seeking both financial returns and positive impact.
  • Asset Allocation, Equities, Nadège Dufossé, Thibaut Dorlet

    Japan : Make or break

    Japanese equities have enjoyed a positive run since the start of the year (+20.8% performance to 27 Mar 2024 ), with the Nikkei recently hitting all-time highs, surpassing the peak of the 1989 bubble .
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  • Alternative Investments
Alternative Investments, Monthly Coffee Break

“Should I stay or should I go”

Since the market has incorporated the fact that there would be fewer rate cuts by the Federal Reserve and they would probably come later than expected at the end of 2023, core equity indices have continued to perform well in Northern America and Western Europe.
Fabrice Sauzeau, Alternative Investments, Fixed Income, Private Debt, Research Paper, Real Estate

Real Estate Private Debt: Time to Act?

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.
Alternative Investments

All the yield in the world

Although the Federal Reserve slightly opened the door to rate cuts during the last quarter of 2023, the latest economic data points were solid, leading the Fed to indicate that rate cuts may come later rather than sooner.
Research Paper, Johann Mauchand, Alternative Investments, Asset Allocation

Alternative strategies: Is 40/30/30 the new 60/40?

2022 was a landmark year for monetary policy, with Central banks shifting priority from supporting growth to taming inflation.
Alternative Investments

“Start me up!”

Like the Rolling Stones during a concert, the dovish stance from the Fed had the effect to “spread out the oil, the gasoline” on a market that was already anticipating a brighter future.
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