01/02/2022
•
ESG Thema
ESG Thema #7 - ESG Corporate Disclosure: Towards more demanding and harmonized reporting
The 21st century company is not only a company that must maximize financial profitability. In addition to ensuring profitability, it must also ensure that the ecosystem in which it operates is preserved.
28/01/2022
•
Central Banks
Economy & Markets
25-26 January FOMC review : giving the all clear for March hike
Overall, the statement was largely consistent with investor and market expectations.
27/01/2022
•
Asset Allocation
Retirement
Choice Overload participation and asset Allocation in French savings Plans
This paper employs administrative data from one of the largest plan providers in France to investigate the role of plan and default characteristics in affecting whether employees participate in the plan and whether they accept its default investment option.
27/01/2022
•
Investment Outlook
Global Investment Views - February 2022
January has seen strong gyrations in markets, with nominal and real yields rising sharply, driving a strong shift from growth to value in equities.
26/01/2022
•
ESG
The wheels of a Circular Economy go round and round
Our economy is based on the exploitation of natural resources and on the belief that these natural resources are infinite. We are now at a turning point where we are realizing the finiteness of our world and the fragility of the ecosystems we live by.
20/01/2022
•
ESG
The wheels of a Circular Economy go round and round - N°5 The fashion industry: making circular the “new look” of fashion
Over the past two decades, a concept called ‘fast fashion’ inherently changed the fashion industry. Between 2000 and 2014, clothing production has doubled while 50% of it is discarded within the year.
18/01/2022
•
Shifts & Narratives
Central Banks
Shifts & Narratives #13 - Money and psychology of inflation: an investor view
Understanding the linkage between money velocity, psychology of inflation in the regime shift, and consequence for investors.
18/01/2022
•
Central Banks
Economy & Markets
Money and its velocity matter: the great comeback of the quantity equation of money in an era of regime shift
Understanding the linkage between money velocity, psychology of inflation in the regime shift, and consequence for investors.
13/01/2022
•
Geopolitics
Emerging Markets
Kazakhstan: low impact for asset prices, but a wakeup call for geopolitical risk
Understanding recent turmoil in Kazakhstan and its evolution, as well as the implications on its economy and potential geopolitical consequences in the region.