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RBC BlueBay Asset Management
17 januari 2024
EM Equity Outlook report 2024
We are pleased to share with you our RBC Emerging Markets Equity Outlook for 2024.
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Morgan Stanley Investment Management
15 januari 2024
GLP-1: The Weight of Speculation
Nic Sochovsky, Helena Miles GLP-1 agonists have been heralded as game changers in treating obesity…
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PGIM Investments
15 januari 2024
PGIM Investments: Onbenutte kansen voor CO2 reductie zijn eindelijk binnen bereik
Jennison Associates, de fundamentele vermogensbeheerder van PGIM, ziet scope 4 als een essentiële…
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Schroders
12 januari 2024
Boort verstoring Suez-scheepvaart hoop op renteverlagingen de grond in?
Boort verstoring Suez-scheepvaart hoop op renteverlagingen de grond in?
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Morgan Stanley Investment Management
8 januari 2024
Whiplash!
Fixed Income Team November was a bond market for the history books. Now, the question is, where to…
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PGIM Investments
8 januari 2024
PGIM Investments: Voornaamste trends voor 2024
Terwijl veerkracht en afnemende inflatie grote economische thema’s blijven, zorgen verhoogde…
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Nordea Asset Management
4 januari 2024
Nordea AM: Global Fixed Income Outlook 2024
Major central banks have finally moved into a genuine data-dependent mode, meaning that the pattern…
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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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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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Schroders
Triodos Investment Management
Van Lanschot Kempen Investment Management
