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PGIM Investments
16 augustus 2022
PGIM Investments: kredietmarkten geven de voorkeur aan alpha boven bèta
PGIM Fixed Income bespreekt waarom het team terughoudend is op korte termijn, maar optimistischer is…
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Morgan Stanley Investment Management
15 augustus 2022
Morgan Stanley IM: Engagement Report - International Equity Team
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG…
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AXA IM
11 augustus 2022
AXA IM: De wereld voeden en tegelijk onze planeet beschermen
De wereldbevolking bereikte in 2022 de kaap van 7 miljard en zal naar verwachting doorgroeien naar 8…
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PGIM Investments
11 augustus 2022
PGIM Investments: recessierisico verspreidt zich als een olievlek
Na de afstraffing van de markt in de eerste helft van het jaar lijkt de nabije toekomst voor…
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PGIM Investments
9 augustus 2022
PGIM: Beleggingsthema’s voor de tweede helft van 2022: De grote evenwichtsoefening
De vermogensbeheerders van PGIM nemen de belangrijkste beleggingstrends onder de loep en beoordelen…
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ODDO BHF Asset Management
8 augustus 2022
ODDO BHF AM: Artificial intelligence in bear markets
The equity markets, especially the US technology stocks, have just recorded heavy losses. What…
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Morgan Stanley Investment Management
8 augustus 2022
Morgan Stanley IM: Fear and Hope: Soft vs Hard Landings
Markets continue to be buffeted by high levels of volatility driven by shifting fears of recession…
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Capital Group
5 augustus 2022
Capital Group | Braving bear markets: 5 lessons from seasoned investors
Stock markets around the world have entered bear territory but “Declines create opportunities for…
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Schroders
4 augustus 2022
Schroders: Beleggen in ‘klimaatleiders' is minder risicovol
Beleggen in bedrijven die bezig zijn hun CO2-uitstoot te verlagen, is minder riskant zodra de…
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Nordea Asset Management
4 augustus 2022
Nordea AM: Infrastructure’s irreplaceable role in the global ESG revolution
Infrastructure is uniquely positioned to lead and financially benefit from global sustainability…
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Morgan Stanley Investment Management
28 juli 2022
Morgan Stanley IM: Shrinkflation
If you’ve noticed your rolls of paper towels getting slimmer, and beverage cans getting smaller, you…
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ODDO BHF Asset Management
26 juli 2022
ODDO BHF AM: It’s all about timing
After a cataclysmic first half of the year, and with the economic outlook in developed countries…
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Schroders
Triodos Investment Management
Van Lanschot Kempen Investment Management