ESG
COP28: final countdown on climate ambitions
As the COP28 kicks off at the end of the month in Dubai, we are paying close attention to this highly anticipated event, albeit mixed expectations.
Latest insights
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ESG, OncologyAdvances in Healthcare and Oncology: A Pink October Perspective
In this month of pink October, we found important to take a look of the situation of breast cancer as well as advances and breakthroughs in research, and the financial environment for healthcare and oncology investment . -
Money Market, Fixed Income, Pierre BoyerMoney Matters Again
Remember money market strategies? They’re back! Once the latest rate hike is incorporated, money market strategies can offer yields above 4%! A record path and close to a record return in money market strategies since 2001. Money market strategies have regained their popularity as central banks have hiked rates in their fight against inflation.
193 results found
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Monthly Coffee Break
Monthly Coffee Break, Fixed Income
Another upward move in US Treasury yields
Global equities fell for a third consecutive month in October and gold rallied against a backdrop of geopolitical risks, an under-pressure earnings season and a rising rates environment.
Monthly Coffee Break, Absolute Return
Market dispersion generates opportunities for alternative strategies
Central bank tightening monetary measures continue to progressively slow the economic growth rate of most regions around the world.
Monthly Coffee Break, Asset Allocation
Tail risks fade, uncertainty remains
We acknowledge that several tail risks have receded over the past few weeks, bringing relief to financial markets.
Monthly Coffee Break, Equities
Third month of decline
European equity markets continued their decline in October, for the third month in a row, as bond yields rose sharply.
Monthly Coffee Break, Fixed Income
US 10Y yields surged to their highest level since 2007
September was another bruising month for investors in US and Euro rates. The US 10Y jumped higher than at any point in the past 16 years.
Monthly Coffee Break, Absolute Return
A cautious note to end the summer
Economic fundamentals did not dramatically change over the summer.
Monthly Coffee Break, Equities
Global equities continued to decline in September
European equity markets continued to decline in September, after reaching a 2023 high at the end of July.
Monthly Coffee Break, Asset Allocation
Rising uncertainty
Our asset allocation has turned more cautious as several risks have started to materialise.