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Capital Group
20 april 2022
Capital Group | Running dry: How water risk can threaten a company’s bottom line
Climate change is forcing investors to evaluate two new types of risk: transition risk and physical…
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Morgan Stanley Investment Management
16 april 2022
Morgan Stanley IM: Managing Portfolios in an Inflationary World
While this year’s sell-off appears to be driven by sentiment rather than earnings, both the war in…
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Fidelity International
15 april 2022
Q2 Outlook: The “Grand Chessboard” reconfigured; stagflation risks intensify
Fidelity International’s investment team sets out the three themes it expects to dominate the second…
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Nordea Asset Management
14 april 2022
Nordea AM: Op zoek naar stabiliteit in tijden van onzekerheid
Nordea 1 – Stable Return Fund heeft van oudsher een superieure waardepropositie geboden ten opzichte…
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Van Lanschot Kempen Investment Management
14 april 2022
Kempen podcast serie over transparantie in Real Assets
Inflatie, energiezekerheid en klimaatverandering: thema’s die beleggers zorgen baren. Zijn er…
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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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Baillie Gifford
Banque de Luxembourg Investments
Capital Group
Goldman Sachs Asset Management
Invesco
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Nordea Asset Management
RBC BlueBay Asset Management
Rothschild & Co Asset Management
Schroders
Van Lanschot Kempen Investment Management
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![""](https://images.investmentofficer.com/cdn/ff/3xrvPBVNgViXJ0dH0UlPWD34sxjsDOsx_G5EN90CMLE/1722127439/public/styles/medium/public/Titanium%20and%20planes-%20Ukraine%20conflict%20spells%20new%20hit%20for%20global%20supply%20chains.jpg?itok=_wON5J2B """")
