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Schroders
26 augustus 2024
Schroders: Vijf duurzaamheidsrisico's die de markten kunnen beïnvloeden
Schroders: Vijf duurzaamheidsrisico's die de markten kunnen beïnvloeden
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Capital Group
22 augustus 2024
Capital Group | Vijf visies op instortende markten
Doordat de wereldwijde aandelenmarkten in de eerste paar dagen van augustus onder zware verkoopdruk...
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Morgan Stanley Investment Management
20 augustus 2024
The BEAT for August - Our Key Themes and Top Ideas
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market…
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Invesco
20 augustus 2024
Invesco | Paul Jackson's Uncommon Truths
In Uncommon Truths, Invesco experts Paul Jackson and Andras Vig’s provide a regular in-depth look at...
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Franklin Templeton
20 augustus 2024
Following the curves: AI trendlines and the case for long-term growth
The evolution of GenAI will bring revolutionary change that will enable innovation, accelerate...
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Morgan Stanley Investment Management
19 augustus 2024
Which One Is It? Equity Issuance and Retirement
Consilient Research considers the phenomenon of companies that both issue and retire shares around…
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Franklin Templeton
16 augustus 2024
The 2024 US presidential election’s potential impact on the energy transition
US policies supporting the energy transition could change depending on who wins the November...
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Schroders
14 augustus 2024
Schroders: Hoe inspelen op een overwinning of nederlaag van Trump?
De Amerikaanse aandelenmarkt steeg met 24% in het jaar na de verkiezingsoverwinning van Trump in...
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RBC BlueBay Asset Management
13 augustus 2024
RBC BlueBay - Going where the value is
Laurence Bensafi examines the stories behind the current valuations of four emerging market...
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Morgan Stanley Investment Management
12 augustus 2024
Roller Coaster Continues as Elections Generate Volatility
June was a mixed month for fixed income. Lower US yields were supported by weaker-than-expected…
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Banque de Luxembourg Investments
9 augustus 2024
The US consumer is once again the strong link in a generally weak global economy
In the second quarter, the American consumer was once again the strong link in a generally weak...
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RBC BlueBay Asset Management
8 augustus 2024
RBC BlueBay - Emerging markets private credit: why now?
Changes in the banking sector and market dislocation have created opportunities for private credit...
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Baillie Gifford
Banque de Luxembourg Investments
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Invesco
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RBC BlueBay Asset Management
Schroders
Van Lanschot Kempen Investment Management
