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Morgan Stanley Investment Management
31 juli 2023
Precursors to a soft landing | Morgan Stanley
Based on a slowing but resilient labour market and a policy stance that is more accommodative than…
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Fidelity International
28 juli 2023
Fidelity - Field Notes: How to weigh China’s barbell-shaped consumer recovery
China’s consumers are driving an uneven economic recovery since the pandemic ended, spending on…
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PIMCO
27 juli 2023
The Global Inflation Outlook
Debt-financed fiscal policy is driving much of today’s high inflation, but as pandemic-era measures…
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Morgan Stanley Investment Management
26 juli 2023
Mergers and Acquisitions: To Buy Or Not To Buy | Morgan Stanley
In the world of M&A, not all acquirers are equal. The International Equity Team is cautious of M&A…
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ODDO BHF Asset Management
25 juli 2023
ODDO BHF AM : Investment strategy, our convictions for this summer
The global economy is sending out mixed signals. Economic growth is slowing in China, but this could…
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PGIM Investments
24 juli 2023
PGIM Investments: “Grote reset” biedt grote kansen voor REIT's
Rick Romano, CFA, van PGIM Real Estate legt uit waarom de huidige omstandigheden beleggers een…
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Nordea Asset Management
21 juli 2023
Nordea AM : Investors unite to confront the menace of methane
If the world has any chance of slowing the excessive rate of global warming, urgent action must be…
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Fidelity International
21 juli 2023
Fidelity - Government regulation will drive real change in ESG
One of the strongest messages communicated by our analysts in this year’s ESG Survey is the…
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PIMCO
20 juli 2023
Bond Market Outlook: Potential for Equity-Like Returns With Less Risk
High-quality fixed income assets may offer the best return potential in more than a decade along…
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PGIM Investments
20 juli 2023
PGIM Investments: Kredietspreiding vergroot actief alfapotentieel
PGIM Fixed Income Senior Portfolio Manager Michael Collins, CFA, leidt beleggers in vastrentende…
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Invesco
18 juli 2023
Invesco: Investing in the AI evolution
An update with James and Tony about generative AI and its implications for society and investors.
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Morgan Stanley Investment Management
17 juli 2023
Evaluating Alternative Betas | Morgan Stanley
Now that a 40-year period of declining interest rates has abruptly ended, investors are evaluating…
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Invesco
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Schroders
Storebrand & SKAGEN
Triodos Investment Management
Van Lanschot Kempen Investment Management
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