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Fidelity International
4 december 2024
Fixed Income 2025: Rates make return journey
After navigating an interest rate hiking cycle, fixed income investors face a completely different…
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Morgan Stanley Investment Management
2 december 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 december 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 november 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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Morgan Stanley Investment Management
26 november 2024
The BEAT - November 2024
Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and…
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Van Lanschot Kempen Investment Management
26 november 2024
Buiten de gebaande paden: Trouw blijven aan dividendbeleggen
De afgelopen jaren hebben we een verschuiving gezien: het dividendrendement van wereldwijde...
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Storebrand & SKAGEN
25 november 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 november 2024
RBC BlueBay: Trump 2.0: de thema's die de groeimarktschulden aansturen
We bespreken waarom de opkomende markten zoals verwacht reageerden op de verbluffende overwinning...
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Morgan Stanley Investment Management
19 november 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 november 2024
Capital Group | Heeft de concentratie van de aandelenmarkt een omslagpunt bereikt?
De overconcentratie op de Amerikaanse aandelenmarkt zou weleens bijna op zijn hoogtepunt kunnen zijn...
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Invesco
18 november 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 november 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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Van Lanschot Kempen Investment Management
