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July 24, 2023
In the first half of 2020 we predicted that inflation would rise. Today we believe that rates at 4% in...
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Inflation on its way down, more stable interest rates and a slowing economy (albeit not a recession): this provides a...
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July 12, 2023
We are living in an era of transition, characterised by the increase in relevance of non-financial risks that can, however,...
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June 1, 2023
How can we evaluate if an investment is responsible from an environmental standpoint? What impact can a company have on...
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May 30, 2023
The global economy is slowing down. What does this mean for markets and investments? In Asia, China’s reopening is proceeding...
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April 17, 2023
While the US banking crisis seems now contained, it is likely small and medium-sized US banks will experience a new...
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April 13, 2023
Responsible investing, green transition, ESG: what exactly do they mean? What rules must the players in the sector follow and...
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March 24, 2023
The past week has seen increasing concern about the health of the banking sector. Following the rescue of Credit Suisse,...
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March 7, 2023
Within Asia, the resilience of Europe was underestimated, and capital is now being redeployed in European assets, which is a...
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March 2, 2023
2022 was a year of significant events that were very challenging for investors, all happening within a relatively short period...
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February 22, 2023
Banks lost half of their revenue from interest and now these revenues are expected to go up by 20 to...
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February 15, 2023
Inflation peaked de facto over the last months of 2022. So, what do we think will happen throughout the rest...
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