ESG in Strategic Asset Allocation: The 2023 Update

By: Matthias Schuckardt, Gunnar Friede, Peter Warken, Marco Kleweken, Jason Chen

Inflation: here to stay?

By: Björn Jesch, Martin Moryson

The Long-Term Inflation Prospects

A new boiling point: Oceans heat up

Given all the headlines of new extreme levels of temperature rise on land, one might have overlooked that a similar rise in temperatures is occurring in our oceans.

Solutions to drive Europe’s transformation

By: Johannes Muller, Michael Lewis, Murray Birt, Maria Milina

To address the structural forces holding back European growth and investment returns requires a significant transformation of the European economy.

Changing the flow of global climate finance

Long View Q1: Monetary tightening

By: Jason Chen, Christian Scherrmann, Dirk Schlüter

Transmission of monetary tightening into financial conditions and demand destruction

Direct lending & the European transformation

By: Maria Milina, Murray Birt, Michael Lewis

A financing solution for SMEs to participate in the transition

Earth Day– E-mobility solutions

European Transformation – finally, Europe gets a makeover

Europe is embracing digitalization and renewable energy – This will require substantial investments

Innovative clusters – northern lights, transforming Europe

Largely unnoticed by many investors, innovative clusters are emerging, beyond Europe’s old industrial belts

European small-caps – time to shine

“Big was beautiful” in the U.S. – European stocks chased U.S. big caps for the longest time

Energy efficiency project focused funds

By: Murray Birt, Johannes Heickmann

The hidden cost of water

More work ahead for COP28

By: Michael Lewis

Recap of the World Climate Summit 2022

APAC CIO View

A giant leap into the Year of the Rabbit for China