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AXA IM
17 juni 2022
AXA IM: Will humble and nimble Fed policy avoid recession
The outlook for US rates, the Fed’s balance sheet and the economy
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Fidelity International
16 juni 2022
Fidelity - Time to be selective
The post-covid market rally was driven by a juxtaposition of ‘reflation’ and ‘stagnation’ narratives…
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Morgan Stanley Investment Management
13 juni 2022
Morgan Stanley IM: Shining a Sustainability Light on the Darker Side of Big Tech
The Global Balanced Risk Control team discusses the potential social consequences of pervasive data…
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Nordea Asset Management
10 juni 2022
Nordea AM: Engagement sleutel tot betekenisvolle ESG-impact
Hoewel de steeds sneller om zich heen grijpende klimaatcrisis zorgwekkend blijft, zijn er veel…
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AXA IM
10 juni 2022
AXA IM: AI en blockchain kunnen oplossing bieden voor supply chain problemen
Toeleveringsketens worden steeds kwetsbaarder en onverzekerde risico’s kunnen leiden tot…
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Capital Group
10 juni 2022
Capital Group | Pandemic, war and climate change sharpen focus on ESG
While COVID-19 helped accelerate the ESG agenda, the tragic invasion of Ukraine is likely to further…
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Fidelity International
9 juni 2022
Fidelity - ECB: Too much too soon could be a riskier strategy
The European Central Bank lays out its tightening path.
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Morgan Stanley Investment Management
9 juni 2022
Morgan Stanley IM: Finding Bright Spots Amongst Dark Clouds
As monetary policy tightens, we share our thoughts on the investment implications and discuss…
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Van Lanschot Kempen Investment Management
8 juni 2022
Kempen podcast over de impact van klimaatrisico op de waardering van vastgoed
Het gesprek van vandaag gaat in op hoe extreme weersomstandigheden een significant effect hebben op…
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Schroders
7 juni 2022
Schroders: BlueOrchard launches flagship inclusion private equity strategy
The Fund builds on BlueOrchard’s experience and track record of more than 20 years of investing in…
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ODDO BHF Asset Management
6 juni 2022
ODDO BHF AM: Stock selection in times of uncertainty
What stocks to focus on in times of high inflation and political uncertainty: Tilo Wannow, fund…
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Fidelity International
3 juni 2022
Fidelity - Chart Room: Valuations look more reasonable but there may be more to come
After another vibrant earnings season and a series of stock market corrections, price-to-earnings…
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Schroders
Van Lanschot Kempen Investment Management
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![""](https://images.investmentofficer.com/cdn/ff/1FqZnXiglmBSLI2yrMvkMtrPgFu8oGuTEOf6pa2CC9s/1722127399/public/styles/medium/public/Chart%20Room-%20Valuations%20look%20more%20reasonable%20but%20there%20may%20be%20more%20to%20come.jpg?itok=u-MmoFXR """")
