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AXA IM
13 april 2022
AXA IM: When it comes to market volatility, sometimes it’s best to stay put
The coronavirus pandemic and the recent escalation of military conflict in Ukraine have caused…
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Morgan Stanley Investment Management
12 april 2022
Morgan Stanley IM: Investing in a deeply uncertain world
In a deeply uncertain world, owning a portfolio of compounders with consistent track records makes…
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Morgan Stanley Investment Management
10 april 2022
Morgan Stanley IM: Emerging Markets Leaders Update – with Vishal Gupta
Vishal Gupta, Emerging Markets Leaders Portfolio Manager, discusses the domestic growth…
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Fidelity International
8 april 2022
Fidelity - Titanium and planes: Ukraine conflict spells hit for global supply chains
Russia’s invasion of Ukraine and new lockdowns in Asia signal more months of disruption for…
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Nordea Asset Management
7 april 2022
Nordea AM: Reverberations from the Russia-Ukraine conflict
Sébastien Galy shares his insights for Q2 of this year as the conflict in Ukraine keeps raging on…
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Van Lanschot Kempen Investment Management
7 april 2022
Kempen Real assets: transparantie creëren in een ondoorzichtige markt
Vragen over grondstoffen, bevolkingsgroei, economische ontwikkeling en veiligheid zijn relevant voor…
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AXA IM
7 april 2022
AXA IM: Inflation was already hot, but the Ukraine war risks making it more durable
While the war in Ukraine has pushed many commodities prices higher, inflation was already about more…
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ODDO BHF Asset Management
6 april 2022
ODDO BHF AM: Ukraine war: which impacts?
We are living through some trying times. The scenes of war at the gates of Europe are disturbing…
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Invesco
6 april 2022
Invesco - De focus van het volgende decennium zal veiligheid zijn
Veiligheid is een toenemend aandachtsgebied voor overheden wereldwijd. Wat kan dit betekenen voor de…
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Schroders
5 april 2022
Schroders: Impact van Oekraïne-crisis op Europese aandelen
Vanuit beleggingsoogpunt zijn de aandelen van de eurozone sinds de invasie van Rusland in Oekraïne…
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Capital Group
1 april 2022
Capital Group | Why we think the Fed is still behind the curve
The Fed faces the challenge of taming inflation even as a commodities shock in the wake of Russia’s…
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Fidelity International
1 april 2022
Fidelity - Ukraine war raises social and ethical dilemmas for companies and investors
Is selling clothing and food to Russians fulfilling their human rights or funding a war? This is…
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Onze partners
Baillie Gifford
Banque de Luxembourg Investments
Capital Group
Goldman Sachs Asset Management
Invesco
Janus Henderson
La Française
Nordea Asset Management
RBC BlueBay Asset Management
Schroders
Van Lanschot Kempen Investment Management