NEWSROOM

  • Research

    As long as Central Bank music plays

    With a full global economic recovery priced for 2021, there is little room for disappointments.

  • Research

    Money Monitor - July 2020

    July was a positive month for European ETFs flows, with €13.3bn of inflows, mainly in Equity ETFs. 2020 is a record year for ESG ETFs,

  • Research

    CTAs add diversification to your portfolio

    Risk assets continued to climb higher in June, despite mounting risks posed by Covid-19 infections in Southern and Western U.S. states such as Florida, Texas, California and Arizona. Our stance is fairly constructive on risk assets, with a preference for EMU equities considering that analysts and economists still err on the side of caution.

  • Research

    Risk Arb to benefit from gradual deal flow normalization

    Market concerns over the economic impact of rising Covid-19 infections in the U.S. remain vivid. Yet, the MSCI World is on track to end July in positive territory, up +3.5% month-to-date as we go to press. In our view, the environment remains challenging, and finding assets to diversify portfolios is an issue as Treasury yields are close to record lows. 

  • Research

    ETF Money Monitor - June 2020

    ESG ETFs saw record inflows in June, gathering €3.7bn. There were also steady inflows across most other asset classes.

  • Research

    How are active managers navigating Chinese markets euphoria?

    The gradual recovery of Chinese equities strongly accelerated since the end of June. Both onshore and offshore Chinese equity indices are up around +15% in July.