Future Health - Transition to Home: The New Hub of Healthcare
20th January 2021 Home-based health players provide a multitude of healthcare services to chronically ill patients directly at home. COVID-19 revealed several shortcomings in the healthcare system, particularly hospitals and skilled nursing facilities as the central hubs of care delivery.
Three Avenues of Reflecting Climate Change in Portfolios
13th January 2021 Given the long-term economic impact, climate change is becoming recognized as a significant risk in investment portfolios. We provide a framework on how to integrate climate change into investment decisions.
1st December 2020 The COVID pandemic and resulting restrictions are set to weigh on the global economy over the winter months. Yet the breakthrough to an effective vaccine, sets the stage for a broader global economic recovery in 2021, which will be supported by generous fiscal transfers and monetary accommodation.
Monitoring the rebound in inflation
22nd January 2021 Financial markets are once again in a Goldilocks-scenario: expansionary fiscal policy and high household savings trigger expectations of a strong rebound in economic growth once COVID-related restrictions can be lifted.