20 May 2022

DPAM - Angle - May 2022

 

Aligning impact and values

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FUNDS

REPORTING

Monthly factsheets and manager comments

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SUSTAINABILITY

REPORTS

Quarterly (Q1-2022) reporting on sustainability

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INFLATION DYNAMICS IN A VOLATILE ERA

The inflation dynamic in the post-covid recovery has become very complex. Large economic volatility combined with unprecedented monetary and fiscal stimuli made accurate short-term forecasting difficult. Watch our latest webinar where our experts exchange views on how to navigate the current environment.

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MAXIMUM DRAWDOWN

Let’s revisit post WWII metrics to get a broader reading of market risk. What if we fall into an inflationary era that impacts expected returns?

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DEMOCRACY ESG

The War in Ukraine is a daily reminder of how precious freedom and democracy are, and how essential security is. Paradoxically, it is in this context that ESG investments are seemingly going through an identity crisis. How to align impact and values?

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