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Our Investment Insights
Our truly diversified and international team of Chief Investment Officers and experts share a house view around the key trends shaping our present and future.
Monthly Outlook
Stay informed: Our view on markets, macro trends and investment strategy, through the eyes of our Chief Investment Officers and Group Investment Strategy department.
Download the latest edition here: August 2023 Monthly Outlook>
Thematic Compass: Seven themes for the future of investing
Macrotrend focus: What are we expecting going forward? We are increasingly convinced that a valuable investment strategy should combine a traditional selection of assets with an approach that takes into consideration long-term “real life” structural changes. Despite the events of the last two years, there are key trends, or key themes, which are either emerging or which have been exacerbated by the pandemic or geopolitical tensions. In particular, we have identified seven macrotrends that we believe to be paramount in our investment choices.
Monthly Outlook
- PDF | July 2023 (3.13mb)
- PDF | June 2023 (2.98mb)
- PDF | May 2023 (3.72mb)
- PDF | April 2023 (3.16mb)
- PDF | February 2023 (1.05mb)
- PDF | Yearly Outlook 2023 (1005.17kb)
- PDF | November 2022 (2.99mb)