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Van Lanschot Kempen Investment Management
1 juin 2022
Kempen Fireside Chat: ‘Impact climate risk on Real Estate valuation’
How does data show that extreme weather events have significant effect on the valuation of real…
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Schroders
1 juin 2022
Schroders: Le taux des obligations monte mais (quand) sera-t-il assez haut ?
Le taux des obligations d’État monte peu à peu et son effet se ressent dans le reste du marché…
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Nordea Asset Management
31 mai 2022
Nordea AM: Les investisseurs doivent se préparer aux rapides changements de MiFID
S’élançant sur la voie du succès et après plusieurs années de croissance explosive, l’industrie a…
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Fidelity International
30 mai 2022
Fidelity - Big brands need to clean up on plastics
The UN’s treaty on global plastics is a big step towards reducing the millions of tons of plastic…
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AXA IM
25 mai 2022
AXA IM: Macrocast - New Shocks, Old Debates
Key points in this article: food inflation poses a challenge for policymakers, the EC proposes to…
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Van Lanschot Kempen Investment Management
25 mai 2022
Kempen Podcast: Impact climate risk on Real Estate valuation
Floodings, wildfires, draught, record high temperatures. Climate change has had a huge impact on…
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ODDO BHF Asset Management
20 mai 2022
ODDO BHF AM Market view : une équation complexe
L’économie mondiale est en proie à plusieurs maux dont la combinaison rend difficile l’orientation à…
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Fidelity International
20 mai 2022
Fidelity - Now and zen: Japan’s quiet rise
Surging inflation may be a scourge elsewhere, but Japan is unruffled. Instead, the world’s third…
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AXA IM
19 mai 2022
AXA IM: Macrocast - Geopolitics beyond Ukraine
The geopolitical bandwidth may seem to be saturated by the Ukraine war, but the world’s widest fault…
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Van Lanschot Kempen Investment Management
17 mai 2022
Kempen Fireside chat ESG data: how to separate the wheat from the chaff?
As ESG data is yet far from perfect, the question is; how to turn data into relevant information…
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Schroders
16 mai 2022
Schroders: Can the Fed bring inflation down without causing a recession?
The task of achieving a soft landing seems particularly challenging at present.
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Fidelity International
13 mai 2022
Fidelity - Corporates weigh the cost of long-term Russia exits
Our latest Fidelity International Analyst Survey points to a new message coming from a substantial…
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