Recovery (55)

Taking stock of our bullish view
Investment strategy

Taking stock of our bullish view

Taking a step back from day-to-day market movements, we have reflected on our team's overall...

By Emiel van den Heiligenberg

14 Feb 2022

3 min read

2022 outlook: Turning point
Sonja Laud
Investment strategy

2022 outlook: Turning point

Expect profound changes in 2022 and beyond that will create both risks and opportunities for...
By Sonja Laud
10 Dec 2021
3 min read
Omicron and the lessons of pandemics past
Investment strategy

Omicron and the lessons of pandemics past

Evidence from the Russian and Spanish flus may shine a light on the trajectory of the pandemic an...
By Simon BellChristopher Jeffery
10 Dec 2021
3 min read
Omicron and markets: what we are watching
Lars Kreckel
Investment strategy

Omicron and markets: what we are watching

We will be focusing on three key questions around the spread of a new variant of COVID-19.  
By Lars Kreckel
29 Nov 2021
2 min read
What three worries?
Economics

What three worries?

Our biggest fears about the current economic outlook.

By Tim Drayson

01 Sep 2021

2 min read

Assessing the cycle beyond Delta
Tim Drayson
Economics

Assessing the cycle beyond Delta

The US economic cycle is progressing rapidly but, despite the recent surge in inflation and...
By Tim Drayson
10 Aug 2021
3 min read
The Delta variant’s spread and the implications for risk assets
Emiel van den Heiligenberg
Investment strategy

The Delta variant’s spread and the implications for risk assets

The measures that China may take to contain the COVID-19 variant could disrupt global growth....
By Emiel van den Heiligenberg
06 Aug 2021
4 min read
Cycle kilter, qu’est-ce que c’est?
Investment strategy

Cycle kilter, qu’est-ce que c’est?

With the US having emerged from its pandemic-induced recession in record time, we review our...
By Josh LoganChristopher Teschmacher
28 Jul 2021
4 min read