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Schroders
1 juillet 2022
Schroders: Les matières premières vont-elles connaître un nouveau super cycle ?
Les prix des matières premières ne cessent d’augmenter et les perturbations de la demande et de l…
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Fidelity International
30 juin 2022
Fidelity - Chart Room: Supercharged commodities spell a regime change for investing
Demand for some of the real assets neglected over the course of the pandemic could be set to surge…
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Morgan Stanley Investment Management
28 juin 2022
Morgan Stanley: Why We Currently Own Tesla, and Don't Own Fossil Fuels
John Streur. In this article, Calvert explains why it sees Tesla as a company working to strengthen…
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Fidelity International
24 juin 2022
Fidelity - Equities Outlook June 2022: Recession risks incrementally rising
The debate on whether equity prices had reached a bottom was settled when the US May CPI print…
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Nordea Asset Management
24 juin 2022
Nordea AM: All eyes on inflation-proof infrastructure as prices soar
After nearly a decade of subdued inflation, the Covid-19 pandemic and geopolitical events have…
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Capital Group
24 juin 2022
Capital Group | Il est temps pour un portefeuille actions «toutes saisons»
Alors que les perspectives de croissance mondiale s’assombrissent, les investisseurs cherchent sans…
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AXA IM
23 juin 2022
AXA IM: Getting past the growing pains of the digital economy
Jeremy Gleeson, Portfolio Manager and head of AXA IM’s Technology investment team explains why…
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Van Lanschot Kempen Investment Management
22 juin 2022
Kempen podcast: ‘Is Infrastructure really inflation proof?'
Infrastructure is providing inflation protection, but let’s dig into one of the few strategies while…
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Schroders
21 juin 2022
Schroders: 3 raisons au retour en grâce des obligations
Beau fixe sur les marchés obligataires. Des ventes massives combinées aux circonstances économiques…
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ODDO BHF Asset Management
20 juin 2022
ODDO BHF AM: Bull & bear – tout n’est pas une question de récession
Indépendamment des scénarios plus ou moins réalistes de l’évolution du conflit en Ukraine, quels…
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AXA IM
17 juin 2022
AXA IM : Will humble and nimble Fed policy avoid recession
The outlook for US rates, the Fed’s balance sheet and the economy
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Fidelity International
16 juin 2022
Fidelity - Time to be selective
The post-covid market rally was driven by a juxtaposition of ‘reflation’ and ‘stagnation’ narratives…
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