Multi-asset (58)

Are tech stocks now bond proxies?
Equities

Are tech stocks now bond proxies?

There's never a quiet time for US technology stocks, it seems. The latest issue has been a very...

By Lars Kreckel

17 Jan 2022

3 min read

Growing pains, roaring 20s, or stagflation? Revisiting our scenarios
Christopher Teschmacher
Investment strategy

Growing pains, roaring 20s, or stagflation? Revisiting our scenarios

With inflation continuing to rise and central banks beginning to act , we update our macro scenar...
By Christopher Teschmacher
19 Nov 2021
4 min read
From the new normal to the new Norman
Christopher Jeffery
Fixed income

From the new normal to the new Norman

Inflation fighting is back. Is unemployment set to spike as a result? From the pound’s exchange...
By Christopher Jeffery
28 Oct 2021
7 min read
Stand aside, economists; send me a meteorologist
Christopher Jeffery
Investment strategy

Stand aside, economists; send me a meteorologist

The largest central banks may expect the inflation storm to pass, but they can’t predict the...
By Christopher Jeffery
08 Oct 2021
3 min read
Our ARP philosophy: simple, liquid, transparent and diversifying
Investment strategy

Our ARP philosophy: simple, liquid, transparent and diversifying

If you’re looking to harvest an alternative risk premium (ARP), we believe you need to make sure...

By Willem Klijnstra

15 Jun 2021

5 min read

It’s all about the data
Emiel van den Heiligenberg
Investment strategy

It’s all about the data

Data analysis has transformed the worlds of sports and investments alike. It is crucial in managi...
By Emiel van den Heiligenberg
07 Jun 2021
5 min read
A day in the life of a fund manager in lockdown
Justin Onuekwusi
Investment strategy

A day in the life of a fund manager in lockdown

What does a fund manager do during lockdown?  
By Justin Onuekwusi
14 Apr 2021
5 min read
Standing up economic, market data via alternative sources
John Roe
Economics

Standing up economic, market data via alternative sources

Unconventional datasets can help us challenge conventional thinking about economic and market...
By John Roe
01 Apr 2021
2 min read