ESG, Climate Action
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
-
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.
29 results found
-
Research Paper
Lucia Meloni, Hien Nguyen, Vincent Compiègne, ESG, SRI, Research Paper
Corporate governance in emerging markets: what’s behind the curtain ?
There are several examples of emerging markets where corporate governance standards and ESG disclosure have evolved in recent years, among which China, India, South Korea, Taiwan…
Research Paper, Asset Allocation, Olivier Clapt
Asset allocation: Agility tips
Ever wondered what to do with your portfolio allocation: leave it untouched through market ups and downs, or rebalance? When precisely? What’s the right balance? Our Quant research team has laid out the facts clearly for you in this study.
Research Paper, Absolute Return, Johann Mauchand, Steeve Brument
CTAs throughout the business cycle : a form of economic rationality?
With the onset of the inflationary cycle and the change in central bank monetary policy, markets have entered a new paradigm, leaving investors uncertain as to the direction that markets will take next, and the timing of the transition into the next phase of the economic cycle.
Article, Research Paper, ESG, Marouane Bouchriha
Green Innovations: Biofuels
The Russian invasion of Ukraine has been yet another wake-up call for our need for energy independence. While Europe's reliance on Russian gas was evident, Russia is also one of the largest oil producers, exporting half of its production to Europe before February 2022.
Article, Research Paper, ESG, Cemre Aksu, Lucia Meloni
The State of pay: ESG metrics in executive remuneration
Publicly-traded companises have begun to incorporate ESG performance metrics into their executives’ compensation packages as part of efforts to increase transparency on their accountability vis-à-vis shareholders.
Johan Van Der Biest, Equities, Research Paper, Article
Planet Metaverse: Searching for a place to land?
The Metaverse. The substitution of reality with the imagined – transporting the participant literally into a whole new world – will become possible for all kinds of products and services.
ESG, Kroum Sourov, Sovereign Sustainability, Research Paper, Wim Van Hyfte
Sustainability in the age of the grey swan
Grey swan is an event that is possible and known, potentially extremely significant but considered not very likely to happen.
CTA, Absolute Return, Asset Allocation, Johann Mauchand, Research Paper, Steeve Brument
Smile! CTA convexity is not lost…
If the smile measures how the portfolio value reacts to changes in the underlying markets, then maybe we should measure the smiles – and this is what our investment team has been doing.