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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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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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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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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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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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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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PIMCO
14 december 2023
Value Returns to Fixed Income Markets
Group CIO Dan Ivascyn discusses how the volatility of the past two years has set the stage for bonds…
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Schroders
13 december 2023
Schroders Outlook 2024 - Wereldwijde en thematische aandelen
Schroders Outlook 2024 - Wereldwijde en thematische aandelen
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Morgan Stanley Investment Management
11 december 2023
Executive pay: “Show me the incentive and I will show you the outcome”
Bruno Paulson As long-term investors, we want our companies’ pay plans to encourage longer-term…
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Our partners
Baillie Gifford
Banque de Luxembourg Investments
Capital Group
Fidelity International
Franklin Templeton
Invesco
Morgan Stanley Investment Management
Nordea Asset Management
PGIM Investments
RBC BlueBay Asset Management
Schroders
Triodos Investment Management
Van Lanschot Kempen Investment Management