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Morgan Stanley Investment Management
2 décembre 2024
“The Case For Consumer Staples”
Consumer staples are now at a near 25-year low in terms of relative valuation and at their lowest…
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Storebrand & SKAGEN
2 décembre 2024
SKAGEN Focus: Looking below the radar to find ESG’s future leaders
Why neglected small-caps driving real-world changes can be the big winners of the green transition.
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Fidelity International
28 novembre 2024
Equities 2025: New avenues
A decisive US election, political ructions in Europe, and the first signs of Chinese fiscal action…
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Van Lanschot Kempen Investment Management
26 novembre 2024
Off the Beaten Path: Staying True to Dividend Investing
Over the past few years, we have noticed a remarkable shift: the dividend yield of global dividend...
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Morgan Stanley Investment Management
25 novembre 2024
The BEAT - November 2024
Utilisez The BEAT comme votre ressource efficace pour les marchés de ce mois-ci. Chaque édition vous…
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Storebrand & SKAGEN
25 novembre 2024
Stock market concentration: a SKAGEN perspective
As a dwindling number of stocks drive global equity returns, what are the implications for markets…
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RBC BlueBay Asset Management
19 novembre 2024
RBC BlueBay: Trump 2.0 : les thématiques qui influent sur la dette émergente
Nous discutons des raisons pour lesquelles les marchés émergents ont réagi comme prévu à la victoire...
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Morgan Stanley Investment Management
19 novembre 2024
2024 Midyear Outlook: Hedge Funds
Our hedge fund team discusses their outlook and the opportunities they are seeing for the remainder…
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Capital Group
18 novembre 2024
Capital Group | Marchés actions : la concentration à un point d’inflexion ?
L’hyperconcentration sectorielle du marché actions américain semble proche d’un sommet.
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Invesco
18 novembre 2024
Invesco - Annual Investment Outlook 2025 - 4 December, 2024
Our experts will discuss the state of the global economy; our outlooks for equities, fixed income...
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Storebrand & SKAGEN
18 novembre 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 novembre 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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Van Lanschot Kempen Investment Management
