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Morgan Stanley Investment Management
29 augustus 2022
Morgan Stanley IM: The Central Bank Conundrum - Self-Inflicted?
As inflation remains high, central banks may seek further tightening while growth weakens. The…
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Fidelity International
26 augustus 2022
IRA: Muted near-term macro impacts, strong statement on sustainability
US inflation reduction bill will help cut emissions while federal deficit reduction will take time…
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Nordea Asset Management
25 augustus 2022
Nordea AM: Equity bear market rally or something more fundamental?
Is the rally in global equity markets just a bear market rally or something more fundamental? It’s…
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ODDO BHF Asset Management
24 augustus 2022
Voting rights: a way to weigh on climate transition
Over the years, Active Ownership is becoming spready practiced by investors who want to play a role…
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AXA IM
24 augustus 2022
AXA IM : Hoogrentende obligaties – Houdt de opleving aan?
Beleggers in vastrentende waarden hebben een zware eerste helft van 2022 achter de rug, maar wij…
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AXA IM
17 augustus 2022
AXA IM: Building blocks for a low carbon economy
Without transitioning to a low carbon economy, we won’t have sustainable economic growth. There are…
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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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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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