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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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Schroders
8 augustus 2024
Schroders: Na de sell-off, wat moeten we verwachten van de aandelenmarkten?
Schroders: Na de sell-off, wat moeten we verwachten van de aandelenmarkten?
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Morgan Stanley Investment Management
7 augustus 2024
Independent Thinking
While active versus passive is a well-worn debate, it needn’t be an either/or decision. We would…
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Franklin Templeton
6 augustus 2024
Listed infrastructure: Seizing opportunities amid global change
As we navigate an era of rapid technological advancement and increasing emphasis on sustainability…
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RBC BlueBay Asset Management
1 augustus 2024
RBC BlueBay - How fixed income markets can make a positive impact
Why investing through a sustainability lens can help performance and aid the transition towards a...
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Onze partners
Baillie Gifford
Banque de Luxembourg Investments
Capital Group
Goldman Sachs Asset Management
Invesco
Janus Henderson
La Française
Nordea Asset Management
RBC BlueBay Asset Management
Schroders
Van Lanschot Kempen Investment Management
