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Schroders
3 mei 2022
Schroders: Energiecrisis versnelt transitie naar een duurzaam stelsel
De huidige energiecrisis zet geen rem op de aanpak van het klimaatprobleem, maar zorgt juist voor…
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Capital Group
2 mei 2022
Capital Group | Decarbonisation of the aviation industry
Despite efforts across the aviation industry to reduce CO2 emissions, the path to net zero…
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Fidelity International
28 april 2022
Fidelity - Equities Outlook April 2022: Stagflationary trends in motion
The first quarter has been challenging. Most importantly, the tragic events in Ukraine are an…
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AXA IM
27 april 2022
AXA IM: Macrocast - Macron 2.0
E. Macron’s second mandate will likely start with the prolongation of the Keynesian/interventionist…
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ODDO BHF Asset Management
26 april 2022
ODDO BHF AM: Human capital, a key factor in resilience and differentiation
For ODDO BHF AM, human capital has been a key source of companies’ sustainable growth since the…
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ODDO BHF Asset Management
25 april 2022
ODDO BHF AM: Ecological transition: How to contribute to the positive revolution?
The ecological transition is a necessity. Interview with Nicolas Jacob, Fund manager of the ODDO BHF…
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ODDO BHF Asset Management
25 april 2022
ODDO BHF AM: Monthly Investment Brief: Tomorrow there will still be time
We have entered a bullish cycle in commodities, a phenomenon that will also generate inflation that…
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Van Lanschot Kempen Investment Management
25 april 2022
Kempen Real assets: Transparantie creëren in een ondoorzichtige markt
Inflatie, energiezekerheid en klimaatverandering: thema’s die beleggers zorgen baren. Zijn er…
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Morgan Stanley Investment Management
24 april 2022
Morgan Stanley IM: Intangibles and Earnings
The shift from tangible to intangible investments has complicated the ability to interpret financial…
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Fidelity International
22 april 2022
Fidelity - Chart Room: US yield curve could steepen further out
Not only are we sceptical of the economic scenarios implied by the current pricing of the medium and…
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Nordea Asset Management
22 april 2022
Nordea AM: Shareowner Power - Using proxy votes for real-world action
When it comes to ESG investing, most people think about excluding “bad” companies from their…
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AXA IM
21 april 2022
AXA IM : Riding out market volatility: Lump sum versus regular investing
The past few years have been a rollercoaster for investors, with financial market volatility at its…
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RBC BlueBay Asset Management
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Schroders
Van Lanschot Kempen Investment Management
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