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Follow the trends

15th January 2021   There are times when it is rewarding for the investor to go against the flow and take a contrarian position. As a general rule, however, it is more advantageous to follow trends...

Our Macro and Markets Forecast for 2021

10th December 2020   We are prepared for some nastic economic data in the winter months, but warmer weather and the rollout of the COVID vaccines will change the macro picture substantially starting from Q2 2021.

Three Avenues of Reflecting Climate Change in Portfolios

13th January 2021   Given the long-term economic impact, climate change is becoming recognized as a significant risk in investment portfolios. We provide a framework on how to integrate climate change into investment decisions.

Outlook 2021

1st December 2020   The COVID pandemic and resulting restrictions are set to weigh on the global economy over the winter months. Yet the breakthrough to an effective vaccine, sets the stage for a broader global economic recovery in 2021, which will be supported by generous fiscal transfers and monetary accommodation.

The Climate Transition: High Noon for Investors

4th January 2020   "We only have 7 years left until global warming reaches 1.5°C." This is the sober, albeit abridged, conclusion of the scientific studies of the Intergovernmental Panel on Climate Change (IPCC).

Our new macro and market forecasts including a new US-fiscal package

15th January 2021   December seems to be a long time ago considering what has happened since first we presented our forecasts for this year and next.