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Partners
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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PGIM Investments
25 april 2022
PGIM Investments: Een aardverschuiving in de wereldeconomie
Obligatiebeleggers moeten de Oekraïne-crisis en de gevolgen daarvan nauwlettend volgen. Lees hier…
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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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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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PGIM Investments
20 april 2022
PGIM: ‘blijvend of tijdelijk’ en de fundamentele waarheid in deze discussie
George Patterson, CIO van PGIM Quantitative Solutions, bekijkt vier belangrijke beleggingsthema’s…
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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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Onze partners
Baillie Gifford
Banque de Luxembourg Investments
Capital Group
Fidelity International
Franklin Templeton
Invesco
Janus Henderson
Nordea Asset Management
PGIM Investments
RBC BlueBay Asset Management
Schroders
Storebrand & SKAGEN
Triodos Investment Management
Van Lanschot Kempen Investment Management
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