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PGIM Investments
25 avril 2022
PGIM Investments : Un glissement tectonique dans l'économie mondiale
Les investisseurs obligataires doivent suivre de près la crise ukrainienne et ses implications…
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Morgan Stanley Investment Management
24 avril 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 avril 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 avril 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 avril 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 avril 2022
Capital Group | Le stress hydrique: menace pour la santé financière des entreprises
Le dérèglement climatique met les investisseurs face à deux nouveaux types de risque. Le stress…
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PGIM Investments
20 avril 2022
PGIM Investments : La vérité au sujet du débat inflation permanente ou transitoire
George Patterson, directeur des investissements de PGIM Quantitative Solutions, analyse quatre…
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Morgan Stanley Investment Management
16 avril 2022
Morgan Stanley IM: La gestion de portefeuilles dans un environnement inflationniste
Bien que les corrections intervenues cette année semblent être motivées par le contexte plutôt que…
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Fidelity International
15 avril 2022
Q2 Outlook: The “Grand Chessboard” reconfigured; stagflation risks intensify
Fidelity International’s investment team sets out the three themes it expects to dominate the second…
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Nordea Asset Management
14 avril 2022
Nordea AM: Rechercher la stabilité face à l’incertitude
Nordea 1 – Stable Return Fund a historiquement offert une proposition de valeur supérieure à celle…
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Van Lanschot Kempen Investment Management
14 avril 2022
Kempen podcast series Clarity on Real Assets
Inflation, energy security, climate change: current themes that have investors worried. What are the…
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AXA IM
13 avril 2022
AXA IM: When it comes to market volatility, sometimes it’s best to stay put
The coronavirus pandemic and the recent escalation of military conflict in Ukraine have caused…
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Triodos Investment Management
Van Lanschot Kempen Investment Management
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