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investment viewpoints

Building a regime-resistant, long-run allocation in multi asset

December 7, 2023

The fourth edition of our Multi-Asset Research Series (MARS) introduces the regime-parity portfolio: a new approach for risk-based portfolio construction.

investment viewpoints

Building a regime-resistant, long-run allocation in multi asset

investment viewpoints

Webinar | Macro outlook for Asian and emerging market fixed income

December 6, 2023

Fixed-income assets are cheap on a multi-year horizon in Asian and emerging markets such that the risk-reward is asymmetric, offering attractive potential regardless of a bearish or bullish environment for patient investors, in our view.

investment viewpoints

Webinar | Macro outlook for Asian and emerging market fixed income

investment viewpoints

A disruptive festive menu: jellyfish, bean burgers

December 6, 2023

Our industrial food system no longer makes economic or environmental sense. How could our diets change in the future? The answer largely depends on decisions that we make today. We explore different scenarios.

investment viewpoints