Newsletter: The Crypto Comeback- Q4 2023 Quarterly update for institutional investors

      Click here to subscribe to our newsletter – Thursday 23 November 2023 – Q4 2023 Crypto Room: […]

While 2022 witnessed a sustained decline in crypto-assets, casting doubt on their appeal as an asset class, 2023 could mark […]

      Click here to subscribe to our newsletter – Thursday 26 October 2023 – Q4 2023 Macro Realities: […]

Higher for Longer: Even prior to the outbreak of the Israeli-Palestinian conflict, markets appeared to have already embraced a “higher […]

  Click here to subscribe to our newsletter – Thursday 21 September 2023 – The Thematic Compass – Q3 2023 […]

August wasn’t July While performance across all themes was positive in July, with 21 themes outperforming the MSCI ACWI, August […]

Join our newsletter to get the latest news dedicated to portfolio construction delivered directly in your inbox.

  Click here to subscribe to our newsletter – Thursday 31 August 2023 – The ESG Break – Q3 2023 […]

Can we further discuss an ESG factor in light of its underperformance in 2022? How have ESG indices performed year to date in 2023, and what factors contributed to their performance? How has this influenced fund flows? Did the trend of transitioning to environmentally friendly portfolios persist in 2023?

How Factors Performed in the 12 Months Following the End of the Last 7 Fed Rate Hike Cycles? How did […]