SERIES
Our latest Market Perspective, Strategy blog and Video-podcast reflect on the current macroeconomic environment and what it means for our clients' portfolios.
Our German Volkswirtschaftlicher Blog comments on latest economic data and events.
Explaining our current positioning by asset class, region and sector, our Mosaique Views publication is primarily for Clients and sets out the reasons for our latest tactical asset allocation. Click here to read a short exert from our Chief Investment Officer and Global Investment Strategist.
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Our Monthly Market Summary covers the key events across the major regions and asset classes to give a compact yet comprehensive review of the past month.
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Our Investment Views offer striking and unique perspectives on current affairs, global trends and asset classes. Bringing together our own proprietary research and external experts, we bring you closer to topics that matter.
Our thematic insights series explores the mega-trends which are shaping consumer behaviour and disrupting the way businesses operate. From cybersecurity to subscription models, a resurgent Asia to artificial intelligence, we explore the drivers behind these trends and what they mean for investors.
In this series we lift the lid on businesses we invest in and the long-term trends which they help to shape. With exclusive access to company senior management, investor relations and senior advisers, we bring you our latest insights into our investible universe.
In this series dedicated to responsible investing, we bring together thought leadership, analysis and explanations on the topics shaping environmental, social and governance investing and why these factors matter when managing your wealth.
In the 8th edition of Mosaique Insights, we take a closer look at the myriad of factors at play in the world economy right now as well as behavioural finance. To make sense of recent geo-political events, this edition features guest interviews on the topics of sanctions in times of war and a look at Europe's energy conundrum.
In this series we explore the world of private markets. We offer insights why private market investments are attractive, explain main characteristics of this asset class, provide market updates and interview fund managers about their offering and investment approach.
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