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Investment Outlook 2023 – Investing in an age of transformation
PORTFOLIO PERSPECTIVES | White paper - 27 Min

Investment Outlook 2023 – Investing in an age of transformation

In our 2023 Investment Outlook, we seek to guide investors at a pivotal moment for the global economy. Surging inflation...

European infrastructure debt – Navigating new challenges
PORTFOLIO PERSPECTIVES | Blog - 3 Min

European infrastructure debt – Navigating new challenges

Infrastructure debt's resilience as an asset class was demonstrated during the pandemic. However, new challenges have arisen. A key concern...

Talking heads – As an alternative, consider a direct small lending portfolio
PORTFOLIO PERSPECTIVES | Audio - 2 Min

Talking heads – As an alternative, consider a direct small lending portfolio

Investors shell-shocked by the fallout from high inflation, rising interest rates and slowing economies and looking to alternative markets for...

TONKO GAST
+1 other(s)
| 03.10.2022
How can investors aid pandemic resilience?
FORWARD THINKING | Blog - 4 Min

How can investors aid pandemic resilience?

Covid-19 taught us important lessons on pandemic preparedness. How can we plan for the future, and how can investors help...

ALEXANDER BERNHARDT
+1 other(s)
| 09.09.2022
Talking heads - A grim macroeconomic outlook for Europe
PORTFOLIO PERSPECTIVES | Audio - 2 Min

Talking heads - A grim macroeconomic outlook for Europe

The summer has seen a sharp deterioration in prospects for the the euro area economy. The cost of living crisis...

ANAIS BOUSSIE
+1 other(s)
| 06.09.2022
Talking heads - The shock-absorbing nature of infrastructure debt
PORTFOLIO PERSPECTIVES | Audio - 2 Min

Talking heads - The shock-absorbing nature of infrastructure debt

As a broad asset class underlying the full spectrum of economic activity and a non-cyclical slant, infrastructure debt has attributes...

STEPHANIE PASSET
+1 other(s)
| 29.08.2022
Can private markets help investors ride the inflation wave?
PORTFOLIO PERSPECTIVES | Blog - 2 Min

Can private markets help investors ride the inflation wave?

Demographics, repetitive bouts of fiscal stimulus, and deglobalisation are among the factors pointing to prolonged higher inflation. Can private markets...

LAURENT GUEUNIER
| 17.08.2022
To reach net zero, overhaul the built environment
FORWARD THINKING | Blog - 4 Min

To reach net zero, overhaul the built environment

Buildings account for over a third of global energy-related CO2 emissions. Focusing on reducing these – both operational and embodied...

NICOLAS TOUPIN
| 16.08.2022
Talking heads – An attractive, defensive investment: real estate debt
PORTFOLIO PERSPECTIVES | Audio - 2 Min

Talking heads – An attractive, defensive investment: real estate debt

Investors looking for alternatives to under-pressure equities and bonds, or just diversification, should consider real estate debt. Loans to finance...

CHRISTOPHE MONTCERISIER
+1 other(s)
| 04.07.2022
Talking heads – There is resilience in asset-backed securities
PORTFOLIO PERSPECTIVES | Audio - 2 Min

Talking heads – There is resilience in asset-backed securities

Asset-backed securities backed by loans and other credits, from car loans to lending to corporations, face the same challenges as...

DAVID FAVIER
| 27.06.2022
Four questions on impact investing
FRONT OF MIND | Blog - 4 Min

Four questions on impact investing

Impact investing has been described as the new frontier for socially responsible investing. The strategy, targeting a financial return and...

BERENICE LASFARGUES
+1 other(s)
| 15.06.2022
Talking heads – Shortlisting listed real estate
PORTFOLIO PERSPECTIVES | Audio - 2 Min

Talking heads – Shortlisting listed real estate

In an investment environment laden with challenges from rising interest rates to a possible global slowdown, listed real estate comes...

CLAIRE MéHU
+1 other(s)
| 30.05.2022