Investment Insight – November 2025
Global Activity Continues To Demonstrate Resilience; UK Yields: An Opportunity?; Factors: Essential Guides For Understanding The Market; SFDR 2.0: A Structural Reform
Global Activity Continues To Demonstrate Resilience; UK Yields: An Opportunity?; Factors: Essential Guides For Understanding The Market; SFDR 2.0: A Structural Reform
A Global Economy That Remains Average; Should We Invest In "High Beta" Credit?; Gold, A Strategic Asset In A Fragmented World; Valuing Ecosystems, A Crucial Challenge
A Global Economy Without Clear Trend; Heterogeneous Dynamics In Fixed Income; From Grandeur To Debt : The French Syndrome; Climate Change And Economic Growth
A Wavering Global Economy; Will the Yen's Decline Continue? European Small Caps: Small in Size, Big in Impact; The Correlation Between ESG Ratings and Financial Performance.
The Economy Shows Sign of Resilience; Strategic Caution on Equities; European Banks: Rate Mirage or Genuine Recovery? How Oceans Work.
The global economy slowing... not stalling ; Have tariffs already been forgotten ? ; Sell in May and go away ? Myth or reality ? ; Assets may leave, but problems remain.
Fund Classification The Fund has been classified under Article 6 of the SFDR regulation by the management company. This information was communicated by Letter to Unitholders on May 13, 2025. This decision will take effect on May 23,...
The global economy is slowing down again ; D. Trump’s impact on asset classes ; Make Europe Great Again ! ; Physical climate risks & companies.
Management fees and operating expenses have now been separated for greater transparency. As a result, operating expenses are set at 0.25% for Longchamp Dalton Japan Long Only and 0.45% for Longchamp Dalton India UCITS Fund. Management...