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Analysis

Paolo Berrutti

02 April 2019 • By Pablo Berrutti • 1 min read

ESG by new means, to new ends

As shareholders question ESG practices more than ever before, we spoke to our clients about how they are thinking about ESG when managing their funds....

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Paolo Berrutti

Why emerging market debt’s positive start to 2019 can be sustained

After a challenging 2018 in which emerging market debt logged negative full year total returns, 2019 has begun with an eye-catching recovery. In th...

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Paolo Berrutti

Fed actions speak louder than words

The Fed’s overarching goal is to protect and extend the economy recovery. That is as it should be. Recently, however, the Fed has also shown more in...

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Paolo Berrutti

6 key drivers of outperformance

When it comes to equity markets, it appears active US large cap managers in particular seem to struggle to outperform comparative passive strategies a...

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Paolo Berrutti

Millennial engagement crucial for adviser practices

An ongoing challenge for advisers is finding a way to combine the old-school financial products and services that have suited clients for decades with...

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Paolo Berrutti

A sustainable future for farmland investing

Institutional interest in farmland investments is rising around the world as several trends combine to boost the appeal of the sector.  At this ti...

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Paolo Berrutti

Does the yield curve really predict recessions?

During last year’s fourth quarter market sell-off, several metrics were setting off alarm bells about the future state of the US economy. None more ...

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Paolo Berrutti

Opportunities in lower carbon world

The Reserve Bank of Australia has raised climate change as a key risk for the economy, but it has also talked about the benefits to natural gas export...

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Paolo Berrutti

Is owning wealth management more trouble than it’s worth?

With the four major banks distancing themselves from wealth management, all eyes will be on the remaining institutions to see who can make a viable as...

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Paolo Berrutti

Alice in Financeland

ABCDs, COCOcds, Airbag Swaps and Christmas Trees, plus the exotic-sounding Quadruple Witches and Zebras – these are just some of the bewildering arr...

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