White papersData centers
Data centers are growing rapidly across the world. How can we manage their sustainability impacts?
White papersInflation trend is falling
“With ongoing inflation swings, central banks will be increasingly data-dependent.”
White papersOpportunities and Challenges of Trump 2.0
Chief Investment Officer Sean Taylor considers the implications of a second Trump administration for emerging markets.
White papersElection Economics
A resounding victory sweeps President (and President-Elect) Trump back to the White House. The substantial-for-modern-times majority in the Senate along with the popular vote means that the second Trump administration has more of a mandate than the first one.
White papersInvestor Concerns and the Pricing of Physical Climate Risk
We study how global equity markets price the physical climate risk associated with tropical cyclones. To assess firms’ exposure to this risk, we use a bottom-up, forward-looking measure of firms’ expected losses to their geolocalized physical assets based on simulated cyclone tracks under different climate scenarios (RCP 2.6, 4.5, and 6.0).
White papersReturn Predictability, Expectations, and Investments: Experimental Evidence
The empirical finance literature documents a puzzling phenomenon: investors tend to adjust their portfolios insufficiently in response to changes in their own forecasts of asset returns. This paper proposes an investment experiment with information treatments to better understand the mechanisms behind this puzzle.
White papersBond yields in Trump 2.0
“The Federal Reserve is continuing its cut-rate path, but it will be increasingly vigilant towards any inflation risks. We expect volatility in bond markets to persist.”
White papersVenture capital landscape
A closer look at key innovation hubs, Swiss Valley and Silicon Canals
White papersESG that thinks not just in years, but in decades
Our investment professionals and environmental, social and governance (ESG) specialists take on topics that matter.
White papersQuick take: Impact of US election results on emerging markets
In the wake of Donald Trump’s victory in the US presidential election, we share some analysis from portfolio manager Kirstie Spence on the impact on emerging markets, focusing on expansionary fiscal policy and potential protectionism/tariffs.
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