Latest insights

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

PFAS: Genius gone wrong

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?
34 results found
  • Alternative Investments
Show me
  • Topic
  • Theme
  • Publication
  • Author
Show me
  • Topic
  • Theme
  • Publication
from
  • Author
34 results found
  • Alternative Investments
Alternative Investments, Monthly Coffee Break

Shift to risk-off

After five months of gains, equities finished down in April in a relatively volatile market. Although the EPS beat/raise has been high, markets focused more on top-down factors than micro news-flow.
Alternative Investments

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.
Alternative Investments

“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.

Find it fast

Get information faster with a single click

Get insights straight to your inbox