Insights
2024 Sustainability Report
Other Insights
Recap 2019, Outlook 2020
Candice Bangsund, Vice President and Portfolio Manager, Global Asset Allocation provides a recap of 2019 financial market developments as well as an outlook for 2020.
Impact Investing
François Bourdon, Global Chief Investment Officer, describes impact investing, which types of investors might allocate funds to it, and why impact-friendly companies may impress in the long run.
Saudi Aramco – IPO of the Largest Company in the World
In this commentary, the team discusses the upcoming IPO of Saudi Aramco, which may become the largest publicly listed company in the world, and how this affects the Middle East region, which remains the most underinvested Emerging Market globally by foreign investors.
Learn more Saudi Aramco – IPO of the Largest Company in the World
10-Year US Real Rates on Verge of Sending Important Signal
On Friday, the real yield on a 10-year US Treasury Inflation Protected Security (TIPS) is poised to break through important overhead resistance and make a new high since recovering from its collapse back in August…
Learn more 10-Year US Real Rates on Verge of Sending Important Signal
The Emerging Markets Consumer
In our latest whitepaper the Global Emerging Markets Team discusses private consumption and its importance as the largest component of most economies, be that developed or emerging.
Strategy Commentaries
Please note that strategy commentaries can now be found on their respective strategy pages under Documents.
Equity strategies
Fixed Income strategies