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Morgan Stanley Investment Management
7 décembre 2021
Morgan Stanley IM: Supply Chain Squeeze
Something unusual is underfoot: company profit warnings caused by a lack of supply, rather than an…
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AXA IM
6 décembre 2021
AXA IM: Investment Strategy outlook 2022: Coping with modest rate increases
As we head towards the second anniversary of the outbreak of the COVID-19 pandemic the disease…
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Fidelity International
3 décembre 2021
Fidelity - Omicron: game-changer or waiting game?
Uncertainty remains over the new variant’s characteristics but it has the potential to be a game…
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Van Lanschot Kempen Investment Management
2 décembre 2021
Kempen: Making sense of ESG data in real assets
Real assets investors hold the key to decarbonisation, and need to consider the carbon footprints of…
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AXA IM
1 décembre 2021
AXA IM: Macroeconomic outlook 2022: Compression, decompression, absorption
2020 was a year of massive compression of economic activity. 2021 was a year of fast decompression…
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Nordea Asset Management
26 novembre 2021
Nordea AM: Perspectives macroéconomiques 2022
Nous nous attendons à une tendance décente du marché des actions développés qui finit par se…
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Capital Group
26 novembre 2021
Capital Group | Les freins à l’investissement ESG
Face à la hausse de la demande d’investissements respectant des critères ESG, l’absence de données…
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Fidelity International
25 novembre 2021
Fidelity - The policy paradox
2021 brought the recovery many had hoped for. Businesses reopened, commuters returned to their desks…
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Van Lanschot Kempen Investment Management
24 novembre 2021
Kempen outlook 2022: Podcast on inflation and Real Assets
Inflation expectations are currently high and, as they have been this way for a while, it might be…
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Fidelity International
22 novembre 2021
Fidelity - Satellite spies take on palm oil deforestation
Deforestation has been high on the agenda at COP26, with many countries signing up to end the…
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AXA IM
19 novembre 2021
AXA IM: COP26: Key takeaways for investors
As world leaders gathered in Glasgow in a bid to secure a more sustainable future for the planet…
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Van Lanschot Kempen Investment Management
17 novembre 2021
Kempen outlook: long-term scenarios for the global economy
What are the possible scenarios for the evolution of the global economy over the next few years? Van…
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![""](https://images.investmentofficer.com/sites/default/files/styles/medium/public/Omicron-%20game-changer%20or%20waiting%20game.jpg?itok=otcs3YAP """")
![""](https://images.investmentofficer.com/sites/default/files/styles/medium/public/The%20policy%20paradox.jpg?itok=2b6prLf_ """")
![""](https://images.investmentofficer.com/sites/default/files/styles/medium/public/satellite%20spies%20take%20on%20palm%20oil%20deforestation.jpg?itok=F6lr7Wcp """")
