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  • 11.11.2020

    Absolute return: Aim for high Sharpe ratios

    Institutional Money (10.11.2020) - Traditional financial theory posits that investors in balanced portfolios, typically weighted 60/40 in favour of equities, would expect to realise capital gains and growth from their equity allocation, whereas their fixed income allocation would offer income and protection. 

  • 23.10.2020

    Podcast - No election rally for the dollar

    Our Global Head of Forex Strategy, Peter Kinsella, shares his thoughts on the forthcoming US presidential election.

  • 15.10.2020

    The draw of the booming fintech sector

    Martin Moeller, Portfolio Manager of our newly launched strategy, shares his view on why global fintech equities are an interesting investment right now.

  • 24.09.2020

    Positive event risks for gold

    Finanz und Wirtschaft (19.09.2020) - Since early August, gold prices have traded in a tight range, between 1900 and 2000 per ounce.

  • 15.09.2020

    La dette privée – l’ultime refuge de rendement

    La pandémie a provoqué un ralentissement économique plus sévère que lors de la crise financière mondiale, et la réponse des gouvernements et des banques centrales a été inédite, sur le plan budgétaire comme monétaire.

  • 07.09.2020

    AT1s look attractive for investors today

    Institutional Money (04.09.2020) - AT1s having benefited from the last decade’s banking reforms, the potential for attractive returns in this asset class could grow considerably in a stabilisation scenario.

  • 21.08.2020

    Does private education generate positive impact?

    Environmental Finance (14.08) - There is a strong argument for saying that private education has no place in impact investing because education is a basic public good that should be freely accessible to all. 

  • 21.08.2020

    Family office wealth more spread between Asia’s two hubs than before

    There have been concerns about a possible exodus of wealth from Hong Kong following the enactment of the National Security Law. 

  • 13.08.2020

    Spreads: contained for virus, tightening for yields

    Since the height of the Covid-19 crisis in March 2020, risk assets have seen a significant rebound, with credit spreads reverting to more normalised, albeit still elevated, levels.

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