Press Room

Based on our long-standing views of the financial benefits of sustainability, we integrate some level of ESG (Environmental, Social, and Governance) factor analysis across all our investment processes, and particularly for our sustainable investment strategies.

The MSCI World (developed countries index) hit an all-time high in mid-July, following an almost uninterrupted 33% rise since its low point at the end of October 2023. Only a correction of around 5% in April 2024 enabled some reactive investors to jump on the bandwagon if they hadn't done so since the last quarter of last year.

The European Central Bank (ECB) has undergone a significant transformation, evolving from a passive observer to a proactive guardian of financial stability in the eurozone. As the ECB normalises its monetary policy after a period of unconventional measures, a key challenge has emerged: managing excess liquidity. This paper explores the ECB's evolving role in addressing this challenge.

With young populations, technological innovation and a focus on sustainability, emerging markets excluding China may offer a lower-risk alternative and better diversification for those investors seeking growth.

In an ever-evolving financial landscape dominated by data-driven decision-making and economic uncertainty, understanding the nuances of fixed income investing is paramount.

While investors are encouraged to consider climate change in their portfolios, to meet regulatory requirements and mitigate climate-related risks, a number of questions remain.

After a correction of 25% between November 2021 and October 2023, European small caps are now trading at lower valuations than large caps, both in terms of discounted cash flows and earnings multiples, which is a historical anomaly.