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AXA IM
25 mei 2022
AXA IM: Macrocast - New Shocks, Old Debates
Key points in this article: food inflation poses a challenge for policymakers, the EC proposes to…
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Van Lanschot Kempen Investment Management
25 mei 2022
Kempen Podcast: impact klimaatrisico op de waardering van vastgoed
Overstromingen, bosbranden, extreme droogte, recordhoge temperaturen. Klimaatverandering heeft een…
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ODDO BHF Asset Management
20 mei 2022
ODDO BHF AM Market view: a complex equation
The global economy is plagued by a number of ailments, the combination of which makes it difficult…
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Fidelity International
20 mei 2022
Fidelity - Now and zen: Japan’s quiet rise
Surging inflation may be a scourge elsewhere, but Japan is unruffled. Instead, the world’s third…
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AXA IM
19 mei 2022
AXA IM: Macrocast - Geopolitics beyond Ukraine
The geopolitical bandwidth may seem to be saturated by the Ukraine war, but the world’s widest fault…
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Van Lanschot Kempen Investment Management
17 mei 2022
Kempen Fireside chat ESG data: hoe het kaf van het koren scheiden?
ESG data is zeker niet altijd perfect; hoe zet je data om in relevante informatie? Hoe ontwikkel je…
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Schroders
16 mei 2022
Schroders: Can the Fed bring inflation down without causing a recession?
The task of achieving a soft landing seems particularly challenging at present.
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Fidelity International
13 mei 2022
Fidelity - Corporates weigh the cost of long-term Russia exits
Our latest Fidelity International Analyst Survey points to a new message coming from a substantial…
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Nordea Asset Management
13 mei 2022
Nordea AM: Responsible Investment strategies
NAM’s Responsible Investment flagship solutions include both our ESG STARS family and our ESG…
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Capital Group
13 mei 2022
Capital Group | When volatility is rising, boring is beautiful
This is one of the most complex environments for investing we have seen in years. Hence, looking to…
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AXA IM
12 mei 2022
AXA IM: A word with our expert on green bonds
Provided they are carefully selected, green bonds have major advantages for a responsible investor…
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Morgan Stanley Investment Management
11 mei 2022
Morgan Stanley IM: Opportunity Optimum
Welcome to Opportunity Optimum, a writing series in which the Global Opportunity team discusses how…
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Van Lanschot Kempen Investment Management