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Van onze partners
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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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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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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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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PIMCO
8 december 2023
Sustainable Development Goals at PIMCO
As an important framework, the Sustainable Development Goals seeks to guide companies and investors…
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Capital Group
7 december 2023
Capital Group | Obligaties inzetten als tegenwicht nu de Fed renteverhogingen afbouwt
Als de aandelen stijgen, behoren de obligaties te dalen. Vroeger kon je daar blind op varen, maar de…
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Van Lanschot Kempen Investment Management
