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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.
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:
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.
Download it here:
Monthly Outlook
- PDF | November 2022 (2.99mb)
- PDF | September 2022 (3.04mb)
- PDF | July 2022 (3.21mb)
- PDF | June 2022 (3.23mb)
- PDF | May 2022 (1.61mb)
- PDF | March 2022 (1005.95kb)
- PDF | February 2022 (1.80mb)
Chartbook
- PDF | June 2022 (1000.69kb)