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Morgan Stanley Investment Management
31 juillet 2023
Precursors to a soft landing | Morgan Stanley
Based on a slowing but resilient labour market and a policy stance that is more accommodative than…
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Fidelity International
28 juillet 2023
Fidelity - Field Notes: How to weigh China’s barbell-shaped consumer recovery
China’s consumers are driving an uneven economic recovery since the pandemic ended, spending on…
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PIMCO
27 juillet 2023
The Global Inflation Outlook
Debt-financed fiscal policy is driving much of today’s high inflation, but as pandemic-era measures…
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Morgan Stanley Investment Management
26 juillet 2023
Fusions-acquisitions : Acheter ou ne pas acheter | Morgan Stanley
Dans le monde des fusions-acquisitions, tous les acquéreurs ne sont pas égaux. L’équipe Actions…
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ODDO BHF Asset Management
25 juillet 2023
ODDO BHF AM : Stratégie d’investissement, nos convictions pour cet été
L’économie mondiale envoie des signaux contradictoires. La croissance économique marque le pas en…
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Fidelity International
21 juillet 2023
Fidelity - Government regulation will drive real change in ESG
One of the strongest messages communicated by our analysts in this year’s ESG Survey is the…
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PIMCO
20 juillet 2023
Bond Market Outlook: Potential for Equity-Like Returns With Less Risk
High-quality fixed income assets may offer the best return potential in more than a decade along…
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Invesco
18 juillet 2023
Invesco: Investing in the AI evolution
An update with James and Tony about generative AI and its implications for society and investors.
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Morgan Stanley Investment Management
17 juillet 2023
Evaluating Alternative Betas | Morgan Stanley
Now that a 40-year period of declining interest rates has abruptly ended, investors are evaluating…
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PIMCO
13 juillet 2023
The Strategic Case for Commodities
With their ability to act as an inflation hedge, diversifier and return enhancer, commodities should…
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Fidelity International
12 juillet 2023
Fidelity - Asia Quarterly Outlook: Ahead of the pack, but behind schedule
Asia continues to be the bright spot in a gloomy global economy, but China’s slower-than-expected…
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Morgan Stanley Investment Management
12 juillet 2023
Underpromise and Overdeliver
Expectations for the month of May were set low for the U.S. economy, but even with all the…
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