Insights

Physical climate risks will put inflationary pressures on economies and are forcing companies to reckon with the increasing threat these events pose.

We look at the respective periods of outperformance of US and German equities and what we can expect going forward.

Find out our views and positioning on the Fund for the first quarter of 2025.

Combining uncorrelated assets to diversify portfolios allows investors to reduce their exposure to the risks inherent in certain assets and smooth out fluctuations in their portfolio.