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    Who is benefiting from the equity rally?
    global perspectives Asset Managment
    global perspectives Asset Managment Institutional Consultants DB DC Insurance Official institutions Investment strategies Multi-asset All roads Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

    Who is benefiting from the equity rally?

    Equity markets rallied in July. Some re-risking may be prudent, but sentiment continues to drive markets, warranting caution.

    Che aspetto avrà un mondo con energia quasi a costo zero?
    investment viewpoints Asset Managment
    investment viewpoints Asset Managment Institutional Consultants DB DC Insurance Official institutions Investment strategies Equities Climate Transition Themes Sustainability Circular economy Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

    Che aspetto avrà un mondo con energia quasi a costo zero?

    L’energia rinnovabile sta diventando più conveniente. Quale impatto potrebbe avere su altri settori che assistono già a riduzioni dei costi?

    The slippery slope
    global perspectives Asset Managment
    global perspectives Asset Managment Institutional Consultants DB DC Insurance Official institutions Investment strategies Multi-asset All roads Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

    The slippery slope

    An inverted yield curve is considered to be a good indicator of recession, but history suggests this may not be as clear cut when inflation is persistently high.

    Il nuovo premio: materie prime per la tecnologia pulita
    investment viewpoints Asset Managment
    investment viewpoints Asset Managment Institutional Consultants DB DC Insurance Official institutions Investment strategies Equities Climate Transition Themes Sustainability Net Zero Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

    Il nuovo premio: materie prime per la tecnologia pulita

    Mentre il mondo cerca di ridurre la dipendenza dai combustibili fossili, agli investitori interessati agli investimenti in ambito climatico si presenta un’opportunità trascurata nel settore delle materie prime fondamentali per la tecnologia pulita. 

    Il valore della natura, il potere delle alghe e il lusso ecologico
    global perspectives Asset Managment
    global perspectives Asset Managment Institutional Consultants DB DC Insurance Official institutions Themes Sustainability Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers Biodiversity

    Il valore della natura, il potere delle alghe e il lusso ecologico

    Quali notizie hanno guidato l'agenda della sostenibilità a luglio? Abbiamo analizzato gli avvenimenti macroeconomici, aziendali e finanziari che gli investitori sostenibili devono conoscere.

    Vento in poppa per la transizione allo zero netto
    LOIM tube Asset Managment
    LOIM tube Asset Managment Institutional Consultants DB DC Insurance Official institutions Investment strategies Equities Climate Transition Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

    Vento in poppa per la transizione allo zero netto

    Paul Udall, Portfolio Manager della nostra strategia Climate Transition, ha partecipato al podcast ESG Out Loud di ESG Clarity per discutere del crescente impulso dato al processo di transizione verso lo zero netto. 

    Protezione dei dati e sé quantificato
    white papers Asset Managment
    white papers Asset Managment Institutional Consultants DB DC Insurance Official institutions Investment strategies Equities Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers Global HealthTech

    Protezione dei dati e sé quantificato

    La nostra strategia Global HealthTech sfrutta la tendenza del sé quantificato scommettendo su società che stanno digitalizzando il settore sanitario.

    Declining growth regime: here we go
    global perspectives Asset Managment
    global perspectives Asset Managment Institutional Consultants DB DC Insurance Official institutions Investment strategies Multi-asset All roads Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

    Declining growth regime: here we go

    While sentiment continues to drive markets, the risks around a period of declining growth are being added to existing central bank risk.