Multi-asset (59)

Are we on the cusp of another Roaring Twenties?
Investment strategy

Are we on the cusp of another Roaring Twenties?

Even though we're only a few weeks into the new year, investors have already seen some significan...

By Sonja Laud

20 Jan 2022

3 min read

Countdown to 2022: starter for 10
Christopher Teschmacher
Investment strategy

Countdown to 2022: starter for 10

2021 was another year full of twists and turns, so what will 2022 bring? As we hastily forge our...
By Christopher Teschmacher
22 Dec 2021
5 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
Skin in the game: does it matter?
Investment strategy

Skin in the game: does it matter?

In April, the Securities and Exchange Board of India (SEBI) took a bold step: mandating that key...

By Emiel van den Heiligenberg

20 Jul 2021

4 min read

Our ARP philosophy: simple, liquid, transparent and diversifying
Willem Klijnstra
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