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Storebrand & SKAGEN
18 november 2024
A tale of two markets
On a recent trip to China and India, we were struck by the stark contrast between the two economies…
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Storebrand & SKAGEN
14 november 2024
SKAGEN m2: More gain, less pain for global listed real estate?
With many property markets improving and delivering positive returns in 2024, investors are…
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Morgan Stanley Investment Management
12 november 2024
Look to Emerging Markets When Rates Fall Again (Video)
Co-head of emerging market debt Brad Godfrey shares the potential diversification, income and return…
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Invesco
7 november 2024
Invesco Global Systematic Investing Study 2024
Explore the rapidly advancing systematic investing space.
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Storebrand & SKAGEN
5 november 2024
SKAGEN Focus: Is the outlook brighter for small and mid-cap companies?
Bargain prices and an improving economic environment look favourable for smaller companies to…
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Morgan Stanley Investment Management
5 november 2024
Have Glory Days Passed You By? Maybe Not.
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market…
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Van Lanschot Kempen Investment Management
5 november 2024
Dividendrendementen dalen - maar niet als je weet waar je moet zoeken
De Global Dividend-categorie, een gevestigde categorie van meer dan 50 fondsen gericht op…
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Capital Group
31 oktober 2024
Capital Group | Welkom in de Benjamin Button-economie
In de film The Curious Case of Benjamin Button uit 2008 wordt de hoofdpersoon, steeds jonger en...
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Nordea Asset Management
31 oktober 2024
US Elections 2024: Insights from NAM’s Boutiques
With the U.S. elections approaching, a tight race between Kamala Harris and Donald Trump is emerging…
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Morgan Stanley Investment Management
29 oktober 2024
The BEAT - October 2024
Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and…
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Storebrand & SKAGEN
29 oktober 2024
Double whammy: Decarbonisation and de-risking in developing economies
Equity and the principle of “common but differentiated responsibilities.., in the light of different…
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Banque de Luxembourg Investments
24 oktober 2024
Perspectives Q4/2024
Elk kwartaal analyseren onze fondsbeheerders de ontwikkelingen in de wereldeconomie en de financiële...
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Storebrand & SKAGEN
Triodos Investment Management
Van Lanschot Kempen Investment Management