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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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ODDO BHF Asset Management
12 juli 2023
ODDO BHF AM : Artificial Intelligence: ready for liftoff
Artificial intelligence has accelerated robustly as an investment theme for the last few months…
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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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Invesco
11 juli 2023
Invesco's 2023 Mid-year Investment Outlook
We believe we’re at or near policy peak, that disinflation is underway, and that a relatively brief…
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Schroders
10 juli 2023
Schroders: AI versnelt de vraag naar datacenters
Schroders: AI versnelt de vraag naar datacenters en biedt grote kansen voor beleggers
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Capital Group
10 juli 2023
Capital Group | Vooruitzichten 2023 | De nieuwe realiteit voor beleggers
We zijn halverwege 2023 en hebben duidelijk te maken veel onzekerheid en grote veranderingen. De…
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Nordea Asset Management
7 juli 2023
Nordea AM : High Yield: Increasing Regulation Expected
Following the total write-down of Credit Suisse’s AT1 bonds, both regulation and volatility are…
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Fidelity International
7 juli 2023
Fidelity - Rise of artificial intelligence underlines role of ESG analysis
Society is calling for protection against the threats posed by AI. Incorporating AI considerations…
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