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Fidelity International
9 september 2022
Fidelity - ECB hawks rule, for now
While guidance remains hawkish on further interest rate hikes into 2023, implementing such a path…
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AXA IM
8 september 2022
AXA IM: How different inflation paths may impact inflation strategies
When inflation might peak should continue to be a hot debate into the end of the year - and…
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Morgan Stanley Investment Management
6 september 2022
Morgan Stanley IM: Bear Market Rally?
Evidence suggest that the recent strength in developed markets may just be a bear market rally with…
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Fidelity International
2 september 2022
Fidelity - Chart Room: What can governments do about Europe’s soaring energy bills?
How might governments in Europe seek to interrupt the price mechanism - and what will it mean if…
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Capital Group
2 september 2022
Capital Group | Is the US economy already in recession?
Is the US economy in recession or not? That’s the question on the minds of many investors as US…
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Morgan Stanley Investment Management
29 augustus 2022
Morgan Stanley IM: The Central Bank Conundrum - Self-Inflicted?
As inflation remains high, central banks may seek further tightening while growth weakens. The…
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Fidelity International
26 augustus 2022
IRA: Muted near-term macro impacts, strong statement on sustainability
US inflation reduction bill will help cut emissions while federal deficit reduction will take time…
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Nordea Asset Management
25 augustus 2022
Nordea AM: Equity bear market rally or something more fundamental?
Is the rally in global equity markets just a bear market rally or something more fundamental? It’s…
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ODDO BHF Asset Management
24 augustus 2022
Voting rights: a way to weigh on climate transition
Over the years, Active Ownership is becoming spready practiced by investors who want to play a role…
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AXA IM
24 augustus 2022
AXA IM : Hoogrentende obligaties – Houdt de opleving aan?
Beleggers in vastrentende waarden hebben een zware eerste helft van 2022 achter de rug, maar wij…
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AXA IM
17 augustus 2022
AXA IM: Building blocks for a low carbon economy
Without transitioning to a low carbon economy, we won’t have sustainable economic growth. There are…
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Morgan Stanley Investment Management
15 augustus 2022
Morgan Stanley IM: Engagement Report - International Equity Team
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG…
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RBC BlueBay Asset Management
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Van Lanschot Kempen Investment Management
