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Asset Class - Equity
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Investable Theme - Navigating Rates
Investable Theme - Transforming Infrastructure
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Embracing Disruption

Trump’s Greenland Tariffs and the Rising Trade War Risk

Trump’s Greenland‑linked tariffs raise risks of EU retaliation, a global trade war, and major economic and market impacts across the US and Europe.

Navigating Rates

Carry on – another strong year for emerging market debt?

Surging interest in emerging market debt, several ratings upgrades and a weak dollar all suggest a possible repeat of last year’s good returns.

Navigating Rates

Six themes for high yield bond investors in 2026

We examine the main trends shaping the environment for high yield bonds this year.

Embracing Disruption

European sovereignty as opportunity

The political landscape across Europe, and the world, is currently undergoing perhaps the most profound changes since the end of the Cold War.

Embracing Disruption

Update on India valuations: an attractive entry point?

In our previous note, we outlined the reasons why we believe India warrants a premium valuation among global equity markets. Since then, India’s relative valuations have fallen to an all-time low. Given this sharp pullback, we want to articulate why we see a potentially compelling entry point for investors.

Transformer les infrastructures

De l’IA à la génération Z – Comment les infrastructures façonnent notre avenir

« Mais à part le système sanitaire, la médecine, l’éducation, la sécurité publique, (...), les routes, l’irrigation et le système de santé publique, qu’est-ce que les Romains ont fait pour nous ? ». Vous souvenez-vous de cette phrase tirée du célèbre film La vie de Brian ? Voilà autant d’exemples d’infrastructures essentielles.

Transformer les infrastructures

L’infrastructure, moteur de notre monde numérique

Avez-vous pris le train de l’IA en marche et utilisé récemment les services de ChatGPT, de DeepSeek ou d’une autre solution d’intelligence artificielle (IA) ? Alors que l’IA continue de révolutionner notre rapport à la société et au travail, et bien que les contours de cette révolution soient encore flous, il apparaît de manière évidente que de nouvelles opportunités se présenteront à mesure que les champs d’application se préciseront.

Navigating Rates

Making European markets great again?

We think the recent reversal in fortunes for European and US markets underlines the importance of a diversified and agile investment approach.

Navigating Rates

Volatility in sovereign bonds: what comes next?

A combination of softer-than-expected US data and an unprecedented fiscal package in Germany have flipped around growth expectations for the US and Europe. Where are the potential opportunities in this environment?