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Morgan Stanley Investment Management
25 december 2023
Where Do We Go From Here? Neutral May Be the New Defensive
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market…
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Van Lanschot Kempen Investment Management
20 december 2023
Ondernemend Duurzaam: Best practice levert ook wat op
Verduurzaming is niet alleen een taak of een vinkje, maar levert bedrijven ook echt iets op. Dat is…
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Nordea Asset Management
20 december 2023
Nordea AM: Economic Outlook for Emerging Markets 2024
We are optimistic and see a high level of structural growth potential in India, Brazil and Mexico…
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AXA IM
20 december 2023
AXA IM: Outlook 2024
For 2024 we expect lower growth, lower inflation and limited interest rate easing.
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Schroders
18 december 2023
Schroders Vooruitzichten 2024: private assets in het tijdperk van de 3D-reset
Schroders Vooruitzichten 2024: private assets in het tijdperk van de 3D-reset
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PGIM Investments
18 december 2023
PGIM Investments: een nieuwe kijk op koolstofarme economieën
Het bereiken van een koolstofarme economie met een hoge levensstandaard is sterk afhankelijk van het…
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Morgan Stanley Investment Management
18 december 2023
Fed’s Making a List, Checking it Twice for a Policy Rate That’s Naughty or Nice?
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market…
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RBC BlueBay Asset Management
17 december 2023
Little to prompt early policy changes
And a government making things up as it goes along.
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RBC BlueBay Asset Management
17 december 2023
2024 Market View: Global Investment Grade
Andrzej Skiba, Head of US Fixed Income, Senior Portfolio Manager, shares his thoughts on 2023 and…
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Nordea Asset Management
15 december 2023
Nordea AM: 2024 Market Outlook for Multi Assets
Longer term, current bond valuations are attractive and that makes expected returns for Multi Assets…
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ODDO BHF Asset Management
15 december 2023
2024 Capital Market Outlook
Growth prospects? Higher yields? What about our equity market exposure for 2024?
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Schroders
15 december 2023
Schroders Outlook 2024: Obligaties in het tijdperk van de 3D Reset
Schroders Outlook 2024: Obligaties in het tijdperk van de 3D Reset
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Our partners
Baillie Gifford
Banque de Luxembourg Investments
Capital Group
Fidelity International
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Invesco
Morgan Stanley Investment Management
Nordea Asset Management
PGIM Investments
RBC BlueBay Asset Management
Schroders
Triodos Investment Management
Van Lanschot Kempen Investment Management