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PGIM Investments
19 september 2022
PGIM Investments: Is het weer tijd voor groeiaandelen?
Jennison Associates is van mening dat het groeipotentieel voor langdurige groeiaandelen ondanks de…
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Morgan Stanley Investment Management
19 september 2022
Morgan Stanley IM: Proxy Voting - Nudging Progress
Proxy voting is both a privilege and a responsibility. With increased attention paid to it by…
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Fidelity International
16 september 2022
Fidelity - Equities Outlook September 2022: Global sentiment continues to erode
Hard landing our base case
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Nordea Asset Management
15 september 2022
Nordea AM: Uitsluiten lost het klimaatprobleem niet op
Er is momenteel een grote transitie naar een groenere wereld gaande. Er wordt dan ook hard gewerkt…
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AXA IM
15 september 2022
AXA IM: The relationship between net zero and rising global temperatures
Human activities are the cause of the rising concentration of greenhouse gases (GHG) in the…
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PGIM Investments
12 september 2022
PGIM Investments: Een dynamisch liquide alternatief om onzekerheid te trotseren
Een wereldwijde macrostrategie kan in onzekere tijden voordelig uitpakken door de inzet van diverse…
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Morgan Stanley Investment Management
12 september 2022
Morgan Stanley IM: Markets Are Down, but Earnings Are Not…Yet
After the worst start to a year in more than 50 years, the market’s earnings look distinctly…
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Fidelity International
9 september 2022
Fidelity - ECB hawks rule, for now
While guidance remains hawkish on further interest rate hikes into 2023, implementing such a path…
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AXA IM
8 september 2022
AXA IM: How different inflation paths may impact inflation strategies
When inflation might peak should continue to be a hot debate into the end of the year - and…
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Morgan Stanley Investment Management
6 september 2022
Morgan Stanley IM: Bear Market Rally?
Evidence suggest that the recent strength in developed markets may just be a bear market rally with…
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PGIM Investments
5 september 2022
PGIM: ESG binnen obligaties is bijzonder complex. Waar moeten beleggers op letten?
De vraag naar ESG-obligaties is sterk en neemt toe. De overwegingen die bij de keuze voor deze…
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Fidelity International
2 september 2022
Fidelity - Chart Room: What can governments do about Europe’s soaring energy bills?
How might governments in Europe seek to interrupt the price mechanism - and what will it mean if…
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Schroders
Triodos Investment Management
Van Lanschot Kempen Investment Management
