Informe técnico

Our Quality Growth team outlines an approach to building resilient portfolios that can also deliver attractive growth. The team seeks to identify companies with superior profitability, predictable earnings growth, and appropriate valuations. They classify quality companies into three categories: Leaders, Defenders, and Opportunistic, while balancing growth and stability.

Factor concentration is back in focus. This paper revisits portable alpha for today’s macro regime, showing how a select set of fixed income strategies with orthogonal return drivers may improve portfolio outcomes without changing the underlying beta.

Since their introduction in 2013, AT1 bonds have acted as a valuable kicker for many fixed income funds, having consistently delivered excess return over more mainstream credit markets such as high yield bonds over the medium term.

Despite the global ESG backlash, companies are continuing to work toward sustainability goals. The Conviction Equities Boutique’s Engagement Report captures the trends emerging for their dialogues and explains the team’s approach.

The European asset-backed securities (ABS) market, once among the most substantial in global fixed income, has remained subdued since the global financial crisis due to a decade of restrictive regulation.

La influencia política sobre la política monetaria puede debilitar la estabilidad económica a largo plazo, afectando la confianza de los inversores, los mercados de bonos y la economía en general. Este artículo analiza diferentes escenarios que van desde la ausencia de influencia hasta una erosión leve de la independencia de la Reserva Federal de EE. UU., e incluso una interferencia política total.

Los marcos ESG han afrontado un creciente rechazo político y escepticismo y algunos inversores han cuestionado la viabilidad de los objetivos climáticos en las actuales condiciones políticas y económicas. Creemos que, incluso en tiempos turbulentos, la transición a una economía baja en emisiones de carbono ha venido para quedarse. Lea el último Informe de impacto para obtener más perspectivas al respecto.

Collateralised loan obligations, or CLOs, have become an increasingly popular asset class within global fixed income.

Are traditional factors falling behind? In this Expl(AI)ning Quanta Byte, we explore how AI can breathe new life into factor investing. Discover the concept of AI-powered factors—a smarter, more adaptive approach that turns static models into predictive engines.

Factor investing has long explained market behavior, but its flaws—timing dependencies, rigid linearity, and backward-looking assumptions—limit predictive power. Can AI overcome these? This Expl(AI)ning episode dissects factor evolution, their pitfalls, and how machine learning enables dynamic models. Dive into quantitative investing’s future.

Descubra cómo nuestro equipo de Impact Investing navega por los cambios económicos y la incertidumbre política para ayudar a impulsar el cambio sostenible. En nuestro sexto “Informe de impacto” anual, revelamos nuestras estrategias, metodologías y resultados en inversiones en soluciones de bajas emisiones de carbono e infraestructuras inteligentes.

Over the past decade, private credit has grown from a $400bn niche industry into a $1.6tr market that competes with more traditional asset classes for significant investor allocations.