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17 juli 2024
A glimpse into the world of AI
Is AI a bubble? As we approach the second half of 2024, this has become the trillion-dollar question on everyone’s lips. Where are we in this AI-driven tech cycle? In this article we will discuss how AI will fundamentally reshape our work and life and establish whether Generative AI has the legs to turn into a multi-decade technological revolution.
24 juni 2024
Multi-assets—2024 mid-year outlook
For this mid-year outlook, we break down our findings into two key themes: a long-term view of the future, and the more near-term influences of the business cycle. This dual focus helps to shape our strategic positioning and clarifies investment perspectives for the year.
24 juni 2024
Green, Greener, Greenest
We need to limit global warming to 1.5° C but what’s the best way of ensuring that a fixed income portfolio is aligned with this goal?