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Update on US Liberation Day

Asset Allocation
Since his return to the White House, Trump has announced a series of country or sectoral tariff increases. If we combine all the measures announced before 2 April (20% on China, 25% on Canada and Mexico with exemption for goods that comply with the USMCA , 25% on steel and aluminum and 25% on automobiles and parts), the average tariff rate on US imports was on course to reach 11% from 2.5% end of 2024.
  • Fixed Income, Charudatta Shende

    Credit Markets: Don’t get “Carry-ed” away

    Navigating fixed income markets can be a daunting task for those unfamiliar with their intricacies. A multitude of factors – fundamentals, valuations and technicals – can impact a wide range of instruments – sovereigns (developed & emerging), corporates (investment grade and high yield) –, contributing to a highly complex financial landscape.
  • Asset Allocation, Macro

    Update on ReArm Europe

    Released last September, former ECB President Mario Draghi’s report urged the EU to revive and boost its competitiveness. At the end of January, the European Commission presented the Competitiveness Compass to allow Europe to revive economic growth and secure prosperity.
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  • Circular Economy
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  • Circular Economy
ESG, SRI, Circular Economy

Beyond Fossil Fuels: Why Green Investments Are Still the Future

After a challenging period for green investing, marked by rising interest rates, supply chain issues, and overcapacity, companies committed to building a sustainable world could remain an attractive long-term option for investors seeking both financial returns and positive impact.
Circular Economy, ESG, SRI, Research Paper

Investing in the Circular Economy. We are all plastic now.

Perhaps like us, you are a bit frightened about all the news stories and the statistics – the plastic ‘eighth continent’ in the Pacific Ocean, using our natural resources more rapidly than they can be replaced.

Re-sourcing our planet

David Czupryna, Bastien Dublanc and Tanguy Cornet describe how an ESG (Environmental, Social, Governance) investment strategy on the theme of the circular economy can contribute to a more sustainable economy along with a long-term financial performance objective.
Circular Economy, Research Paper, ESG, SRI

Circular Economy: Paradise Restored?

The surge in interest in the circular economy issues of climate change, renewables and recycling, has given birth to entire new industries. In this paper, we look at the reasons for the move from the linear to circular economic model, what it would involve, and the opportunities this revolutionary market change presents for investors.

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