Die Konturen einer neuen Handelswelt

rolling fields and hills at sunset

Die kurzfristigen Bewegungen bei Aktien und Währungen haben die Märkte in einen Schockzustand versetzt und Investoren bemühen sich nun, die Zollnachrichten einzuordnen und das relative Wirtschaftswachstum sowie Gewinnschätzungen und den Marktzugang neu zu bewerten. Obwohl der Zollüberhang nicht verschwunden ist, sind wir dem Anfang vom Ende bereits viel näher. Die totale Marktunsicherheit wurde nun zumindest […]

Sustainable Global Equity Annual Report, 2024

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Fast reading Investment review, 2024 Engagement overview Thematic focus: Financial inclusion (and why it’s a source of prosperity for all) Key holding examples: AIA Group, Mastercard, ICIC Bank Engagement case study: Credicorp Read More Watch now Listen now Read More Watch now Listen now Read More Watch now Listen now Sustainable Global Equity, Annual Report […]

German spending bill bolsters Europe rebound

market snapshot

GenAI heralds potential revolution in productivity

Fast reading Productivity growth in advanced economies has declined to less than 1% in the aftermath of the 2008-09 financial crisis. In recent years, productivity growth in emerging economies has also been falling. Advancements in microchip technology, a rollout of cloud computing capabilities, and an increased awareness about the importance of data have the potential […]

360°, H1 2025:

Is the market pricing in a ‘Trump tantrum’ of its own?

Fiorino: Elementary

A sculpture depicting an ancient animal

Solving the eurozone bank mystery

Not all banking partnerships are created equal

Looking directly up at the skyline of the financial district in central London

In a recent webinar with IPE, Patrick Marshall, Head of Direct Lending, and Kevin Roche, Director, outlined  our differentiated approach to bank partnerships, as well as the pros and cons that different partnerships can provide. Watch the highlights below: Read More Watch now Listen now Read More Watch now Listen now Read More Watch now […]

European stocks soar on Ukraine peace hopes

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Market snapshot

Aktienausblick 2025: Globale Emerging Markets

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Beflügelt von Megatrends

Italian banks in focus: Key takeaways from our engagement trip to Milan

Image taken from below looking up at the skylight of the Galleria Vittorio Emanuele II in Milan, Italy

The Corporate Sustainability Reporting Directive (CSRD) – is it fit-for-purpose? Companies are racing to finalise their first CSRD-aligned disclosures. However, issuers across several sectors have told us that compliance is neither easy nor cheap; it requires significant upfront costs to establish the necessary IT systems, hire dedicated full-time equivalents (FTEs), and achieve a cultural shift […]