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Talking Heads – What’s next for eurozone government bonds?
Portfolio perspectives | Podcast - 15:38 MIN

Talking Heads – What’s next for eurozone government bonds?

Resilient domestic demand and record-high profit margins at cash-rich companies have helped shield the eurozone economy from much of the...

DANIEL MORRIS
| 06.11.2023
Fixed Income Outlook – Slowdown ahead
Portfolio perspectives | White paper - 10 Min

Fixed Income Outlook – Slowdown ahead

US Treasury yields have now reached levels that we believe offer attractive value given that the Federal Open Market Committee...

OLIVIER DE LAROUZIERE
+1 other(s)
| 18.10.2023
Talking Heads – Higher for longer bolsters outlook for money market funds
Portfolio perspectives | Podcast - 10:50 MIN

Talking Heads – Higher for longer bolsters outlook for money market funds

Money market funds have been in favour as central banks tightened monetary policy. Today,  the declared intention among leading central...

THIBAULT MALIN
+1 other(s)
| 02.10.2023
Talking Heads – ‘Time to be serious about climate action financing’
Portfolio perspectives | Podcast - 16:07 MIN

Talking Heads – ‘Time to be serious about climate action financing’

Investors can help to speed climate mitigation and adaptation measures by allocating more and more actively to the protection of...

THIBAUD CLISSON
+1 other(s)
| 25.09.2023
Talking Heads – Picking European stocks that have quality
Portfolio perspectives | Podcast - 16:07 MIN

Talking Heads – Picking European stocks that have quality

What is the best way to actively manage an allocation to large-cap European equities? Valerie Charriere, Deputy Head of European...

VALERIE CHARRIERE
+1 other(s)
| 18.09.2023
Talking Heads – Ongoing tailwinds favour European financials
Portfolio perspectives | Podcast - 15:02 MIN

Talking Heads – Ongoing tailwinds favour European financials

At around 15%, financial stocks account for a significant part of European equity indices. What is the outlook for the...

JEROEN KNOL
+1 other(s)
| 11.09.2023
Eurozone commercial real estate reset creates opportunities for debt investors
Portfolio perspectives | White paper - 5 Min

Eurozone commercial real estate reset creates opportunities for debt investors

The sharp rise in interest rates over the last year has lowered valuations and led buyers to demand higher yields...

Chart of the Week - What's keeping the US economy afloat?
Front of mind | Article - 1 Min

Chart of the Week - What's keeping the US economy afloat?

The challenges faced by the European and US economies have been broadly similar: pandemic-related disruptions, higher inflation, and large increases...

DANIEL MORRIS
| 05.09.2023
EU aims to make green bonds greener
Portfolio perspectives | Article - 3 Min

EU aims to make green bonds greener

Reflecting the growing volume of green bonds, the European Union has agreed a new set of rules known as the...

MALIKA TAKHTAYEVA
| 23.06.2023
Weekly Market Update – Risk premia compress further
WEEKLY
MARKET UPDATE 22.06.2023
Front of mind | Article - 4 Min

Weekly Market Update – Risk premia compress further

Hope springs eternal for investors who seem to sense a more supportive outlook for risk. The S&P 500 index has...

ANDREW CRAIG
| 22.06.2023
PRIIP regulation – Essential aspects and practical implications
Front of mind | Article - 1 Min

PRIIP regulation – Essential aspects and practical implications

In this new paper, we examine key aspects of the European Union's new regulation on Packaged Retail and Insurance-based Investment Products...

Weekly Market Update - It's all about the journey
WEEKLY
MARKET UPDATE 25.05.2023
Front of mind | Article - 2 Min

Weekly Market Update - It's all about the journey

Economic data continues to point in opposing directions, as do markets, with equities seeming to price in a recovery while...

DANIEL MORRIS
| 25.05.2023