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Fidelity International
28 juli 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 juli 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 juli 2023
Mergers and Acquisitions: To Buy Or Not To Buy | Morgan Stanley
In the world of M&A, not all acquirers are equal. The International Equity Team is cautious of M&A…
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ODDO BHF Asset Management
25 juli 2023
ODDO BHF AM : Investment strategy, our convictions for this summer
The global economy is sending out mixed signals. Economic growth is slowing in China, but this could…
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Nordea Asset Management
21 juli 2023
Nordea AM : Investors unite to confront the menace of methane
If the world has any chance of slowing the excessive rate of global warming, urgent action must be…
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Fidelity International
21 juli 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 juli 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 juli 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 juli 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 juli 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 juli 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 juli 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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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
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