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Morgan Stanley Investment Management
28 juli 2026

Morgan Stanley IM: Is asset allocation entering a new era?

Morgan Stanley’s Schuyler Hooper argues that investors should focus less on countries and sectors…
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Christophe Braun CAPGROUP
Capital Group
30 juni 2026

Capital Group: European equities reconsidered: from headwinds to stable growth

After years of muted expectations, Europe is back on investors’ radar. Not driven by tech hype or…
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Johan DPAM
DPAM
4 juni 2026

DPAM: Can defence earn a strategic place in portfolios?

DPAM’s Johan Van Geeteruyen on why the sector’s future will be determined less by geopolitics and…
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