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Accélérer la transition énergétique
Asset Class - Equity
Asset Class - Fixed Income
Asset Class - Multi Asset
Durabilité
Infrastructure
Macro
Matières premières essentielles
Reconstruire l'autonomie euopéenne
Thème Investissable - L'Asie d'aujourd'hui
Thème Investissable - L'ère de la disruption par l'IA
Thème Investissable - Résilience des revenus
Thème Investissable - Une diversification repensée

Macro

ECB in focus: why we’re raising our interest rate forecast

We are adding a fourth rate hike to our forecast for the European Central Bank (ECB) this monetary cycle.

House View in Focus

Power: the race to keep the lights on

AI, electrification and climate adaptation are driving a surge in power demand. Can supply keep pace, and what does this mean for economies and investors?

US investment grade credit: AI propels issuance in 2026

While macro volatility and AI debt issuance headlines created noise, strong fundamentals and elevated rates have created returns.

How we invest sustainably

Footprint and handprint: measuring both sides of a company's impact

Assessing both positive and negative impacts of a company's operations can help investors better identify risks, opportunities and sources of long-term value creation.

Sustainability

Laying the foundations for cleaner construction

Building materials and construction generate nearly 40% of global greenhouse gas emissions. We explore key trends shaping decarbonisation of the sector.

Higher yields in Europe are sending more than one message

Bond yields are rising in Europe driven by global spillover and political uncertainty, but price moves also reflect a resilient eurozone economy, which could favour long-term investors.

Equity

Europe is finally executing

For much of the past decade, investors have been told that Europe had potential. The continent offered attractive valuations, world-class companies and ambitious policy initiatives. Yet potential alone rarely drives equity returns.

The Age of AI Disruption

AI: a credit investor’s perspective on the data centre build-out

The rapid growth of AI is driving an unprecedented build-out of data centre infrastructure, but with scrutiny around the long-term monetisation of AI and a risk of oversupply, we favour a selective approach to AI-linked credit.

Equity

China Technology: five things investors may be missing

Technology in China is undergoing a structural shift. What was once viewed primarily as an internet and e-commerce investment story has evolved into a much broader technology opportunity, with innovation emerging across a growing range of domestic industries.

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