original ideas | made clear
By: Michael Lewis
By: Michael Lewis, Ian Bigelow
By: Robert Bush
"One must change one’s tactics every ten years if one wishes to maintain one’s superiority" - Napolean Bonaparte
By: Michael Lewis, Steffen Kutscher
Quarterly highlight: The elusive “Peak Oil” scenario
"Any time you take a chance you better be sure the rewards are worth the risk" - Stanley Kubrick
By: Jason Chen, Stephen Cianci
How have markets historically reacted to new Fed chairs?
By: Johannes Muller, Robert Bush
Be greedy when others are fearful, and fearful when others are greedy
(De)carbonization stocktake, and how the clean energy transition meets the great energy expansion
By: Dr. Sebastian Kring
A Practitioner’s Perspective
By: Jason Chen, Dirk Schlüter
How sensitive are forecasts to prices?
By: Lukas Ahnert, Murray Birt, Frederike Bauer, Jay Joshi
Investing in a ‘brave’ new world
By: Simon Wallace, Ronen Ribak
Transforming real estate and the key to unlocking value
By: Jason Chen, Dirk Schlüter, Ajay Chaurasia
By: Maria Milina, Elke Speidel-Walz
India’s economic outlook remains attractive, and the recent market pullback creates an entry opportunity for investors
By: Michael Lewis, Jay Joshi, Murray Birt, Maria Milina
Transformation guided by a northern light
By: Jason Chen, Christian Scherrmann, Dirk Schlüter
The return outlook for the next decade
By: Maria Milina
How investors could take advantage of the already big and exponentially growing AI market
By: Maria Milina, Michael Lewis, Murray Birt, Dirk Schlüter, Richard Marshall, Ruben Bos
The investment routes to express European Transformation
Comparing the impact on traditional and ESG equity indices
By: Jason Chen
Evaluating the use of European high yield within an investment portfolio
By: Maria Milina, Jason Chen
Artificial Intelligence (“AI”) is reshaping our world, with the potential to add trillions to global economic growth. In this paper, we explore the opportunities for investors to capture transformative opportunities of AI.
By: Maria Milina, Robert Bush, Jason Chen, Johannes Muller
So, is it fair to say that ETFs are typically thought of as passive for good reason?
By: Jason Chen, James Kole
How the price and yield relationship is impacted for issuer callable bonds
By: Siena Golan, Murray Birt
European developments create cross-asset class investment opportunities
Evaluating the use of high yield within an investment portfolio
