Insights hub

Discover our most recent insights, whether individually or by specific topics.

Markets and investing

Discover the major themes, trends and market dynamics that are driving portfolio decisions.

ESG and Sustainable investing

Explore the latest trends, strategies, and developments shaping the landscape of sustainable finance.

Wealth Planning

Explore the forefront of wealth planning with our latest insights.

Beyond markets

In a constantly evolving environment, our insights ensure you stay informed about significant trends.

Our latest insights

Publication disponible uniquement en version anglaise

The case for small-cap equities

vendredi 26 avril 2024

The case for small-cap equities

Market Insights

First thing first, when we talk about small-cap equities (or small caps), it’s important to understand what “cap” refers to. Cap is short for capitalisation, which in turn is short for market capitalisation.

Rester en équilibre

jeudi 18 avril 2024

Rester en équilibre

Market Insights

Les premiers mois de l'année 2024 ont quelque peu surpris les investisseurs. Par exemple, la croissance américaine a résisté, continuant à défier les risques de récession, de sorte que les marchés ont dû réévaluer leurs perspectives pour l'année. Tout comme nous. Investir, c'est trouver le bon équilibre entre la conviction d'une stratégie à long terme et la conscience des opportunités à court terme.

Publication disponible uniquement en version anglaise

Retire in style: four steps for planning new possibilities

mercredi 3 avril 2024

Retire in style: four steps for planning new possibilities

Wealth Planning

Living longer brings the prospect of exciting opportunities in retirement but making the most of them requires careful planning.

Publication disponible uniquement en version anglaise

Sustainability: Seizing the opportunity

jeudi 14 mars 2024

Sustainability: Seizing the opportunity

The way people think about money and investing has changed. Today, your kid’s favorite sneaker brand, in which you might be an investor, must not only produce cool shoes but also use eco-friendly materials and ensure fair wages. That's the ongoing transformation we are witnessing in sustainable finance.

Publication disponible uniquement en version anglaise

Is investing fashionable?

vendredi 1 mars 2024

Is investing fashionable?

As the curtains rise on London Fashion Week, the world's fashionistas eagerly anticipate the unveiling of the latest trends destined to define autumn and winter 2024.

Publication disponible uniquement en version anglaise

Reshoring – The world is not flat anymore

mercredi 21 février 2024

Reshoring – The world is not flat anymore

Thematic Investing

After three decades of globalisation, could reshoring change the global order?