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PIMCO
14 december 2023
Value Returns to Fixed Income Markets
Group CIO Dan Ivascyn discusses how the volatility of the past two years has set the stage for bonds…
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Morgan Stanley Investment Management
11 december 2023
Executive pay: “Show me the incentive and I will show you the outcome”
Bruno Paulson As long-term investors, we want our companies’ pay plans to encourage longer-term…
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PIMCO
8 december 2023
Sustainable Development Goals at PIMCO
As an important framework, the Sustainable Development Goals seeks to guide companies and investors…
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Capital Group
7 december 2023
Capital Group | Obligaties inzetten als tegenwicht nu de Fed renteverhogingen afbouwt
Als de aandelen stijgen, behoren de obligaties te dalen. Vroeger kon je daar blind op varen, maar de…
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Van Lanschot Kempen Investment Management
5 december 2023
Ondernemend Duurzaam: de pandemie, de fabrieken en de CEO
In deze editie van Ondernemend Duurzaam geven wij voorbeelden van hoe onze portefeuillemanagers in…
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Morgan Stanley Investment Management
4 december 2023
Is the Fed losing patience?
Jim Caron With bond yields near 5%, US GDP coming in at 4.9% in 3Q and volatility increasing, we…
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ODDO BHF Asset Management
4 december 2023
FIXED INCOME INVESTING at a turning point
With central banks’ monetary tightening cycle probably having reached a pivot, investors may be…
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ODDO BHF Asset Management
1 december 2023
ODDO BHF Global Target 2028
Download the documentation of the fund
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PIMCO
30 november 2023
PIMCO Outlook: Prime Time for Bonds
In our 2024 outlook, bonds emerge as a standout asset class, offering strong prospects, resilience…
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Morgan Stanley Investment Management
27 november 2023
Another October Shocker: Déjà Vu?
Fixed Income Team Fixed income markets remain challenging, making it difficult to have a high degree…
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Van Lanschot Kempen Investment Management
22 november 2023
Whitepaper: Real Estate Social Investment Framework
Wanneer we ‘ESG’ noemen en analyseren, wordt de “S”(het sociale component) vaak genegeerd. Wij zijn…
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Nordea Asset Management
21 november 2023
Nordea AM : Negotiating today’s bitter-sweet credit conundrum
High yield is understandably a primary area of focus for investors today, as yields on sub…
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Van Lanschot Kempen Investment Management
