Monthly Coffee Break

Asset Allocation, Monthly Coffee Break

Green shoots this Spring

In our opinion, it is time to add cyclicity to the portfolio to benefit from an improving environment.
Equities, Monthly Coffee Break

Investor interest is returning

Global stock markets ended Q1 at an all-time high, fuelled by continued investor optimism. The resilience of the global economy, particularly in the US, has pleasantly surprised many.
Alternative Investments, Monthly Coffee Break

Strong alpha generation across alternative strategies

Markets held up well during March, supported by robust economic indicators coming from the US, manufacturing and services PMIs improving in China and an increasingly dovish stance from the ECB.

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