A new fork in the road?

As stock markets around the world become ever more expensive, real estate is looking increasingly attractive. So far 2021 has been a story of recovery.

Mainstream indices are a poor reference point for investors in China

The shock to the Eurozone job market in 2020 was considerable. Hardest hit were southern countries, young people and women.

The disruption of global supply chains has been a wakeup call for the European Union. For years, the principle of an open and free Single Market has led to a massive transfer of industrial production and outsourcing mainly to Asia.

Direct-to-consumer, data and the behavioural economy

Lockdown measures imposed during the COVID-19 pandemic have highlighted the importance of digital connectivity. Tim Perry looks at the investment opportunities and challenges associated with European economies transitioning from copper to faster fibre broadband networks.

Meeting the needs of a whole new customer base.

During the initial outbreak of COVID-19, we published a report on the underlying long-term trends supporting data infrastructure. Since then, much about the world as we knew it has changed.

"Do weak oil prices explain the ESG outperformance, considering that many ESG strategies were underweight the energy sector? Being underweight in an underperforming sector clearly played a role, but not one big enough to explain the ESG outperformance."