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Schroders
12 januari 2024
Boort verstoring Suez-scheepvaart hoop op renteverlagingen de grond in?
Boort verstoring Suez-scheepvaart hoop op renteverlagingen de grond in?
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Morgan Stanley Investment Management
8 januari 2024
Whiplash!
Fixed Income Team November was a bond market for the history books. Now, the question is, where to…
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Nordea Asset Management
4 januari 2024
Nordea AM: Global Fixed Income Outlook 2024
Major central banks have finally moved into a genuine data-dependent mode, meaning that the pattern…
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Morgan Stanley Investment Management
25 december 2023
Where Do We Go From Here? Neutral May Be the New Defensive
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market…
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Van Lanschot Kempen Investment Management
20 december 2023
Ondernemend Duurzaam: Best practice levert ook wat op
Verduurzaming is niet alleen een taak of een vinkje, maar levert bedrijven ook echt iets op. Dat is…
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Nordea Asset Management
20 december 2023
Nordea AM: Economic Outlook for Emerging Markets 2024
We are optimistic and see a high level of structural growth potential in India, Brazil and Mexico…
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AXA IM
20 december 2023
AXA IM: Outlook 2024
For 2024 we expect lower growth, lower inflation and limited interest rate easing.
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Morgan Stanley Investment Management
18 december 2023
Fed’s Making a List, Checking it Twice for a Policy Rate That’s Naughty or Nice?
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market…
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Schroders
18 december 2023
Schroders Vooruitzichten 2024: private assets in het tijdperk van de 3D-reset
Schroders Vooruitzichten 2024: private assets in het tijdperk van de 3D-reset
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RBC BlueBay Asset Management
17 december 2023
Little to prompt early policy changes
And a government making things up as it goes along.
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RBC BlueBay Asset Management
17 december 2023
2024 Market View: Global Investment Grade
Andrzej Skiba, Head of US Fixed Income, Senior Portfolio Manager, shares his thoughts on 2023 and…
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Nordea Asset Management
15 december 2023
Nordea AM: 2024 Market Outlook for Multi Assets
Longer term, current bond valuations are attractive and that makes expected returns for Multi Assets…
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RBC BlueBay Asset Management
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Schroders
Van Lanschot Kempen Investment Management
![Schroders perspectives 2024 : Les actifs privés à l’ère du "3D Reset"](https://images.investmentofficer.com/cdn/ff/HIJr_e9hoBauz_oDu-aTNXirzewp7HHZSZvnEiYjEfk/1720512672/public/styles/medium/public/private-assets-q%26a.jpg?itok=1zJcq4H5 "Schroders perspectives 2024 : Les actifs privés à l’ère du "3D Reset"")
