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Van onze partners
ODDO BHF Asset Management
6 juli 2022
ODDO BHF AM: Megatrends : four investment themes for the future
Megatrends develop independently of economic cycles and affect the business models of companies. The…
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Morgan Stanley Investment Management
5 juli 2022
Morgan Stanley: One Step Forward, Two Steps Back
Massive strides have been made in the development and delivery of personalised medicine – but can it…
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AXA IM
4 juli 2022
Climate Change: How investors can help deliver a Just Transition
The concept of a Just Transition is not new. US labour leaders noted the conflict between jobs and…
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Fidelity International
30 juni 2022
Fidelity - Chart Room: Supercharged commodities spell a regime change for investing
Demand for some of the real assets neglected over the course of the pandemic could be set to surge…
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Morgan Stanley Investment Management
28 juni 2022
Morgan Stanley: Why We Currently Own Tesla, and Don't Own Fossil Fuels
John Streur. In this article, Calvert explains why it sees Tesla as a company working to strengthen…
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Fidelity International
24 juni 2022
Fidelity - Equities Outlook June 2022: Recession risks incrementally rising
The debate on whether equity prices had reached a bottom was settled when the US May CPI print…
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Nordea Asset Management
24 juni 2022
Nordea AM: All eyes on inflation-proof infrastructure as prices soar
After nearly a decade of subdued inflation, the Covid-19 pandemic and geopolitical events have…
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Capital Group
24 juni 2022
Capital Group | Outlook for equities: Time to pursue all-weather investing
With economic storm clouds obscuring the outlook for global growth, investors may want to prepare…
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AXA IM
23 juni 2022
AXA IM: Getting past the growing pains of the digital economy
Jeremy Gleeson, Portfolio Manager and head of AXA IM’s Technology investment team explains why…
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Van Lanschot Kempen Investment Management
22 juni 2022
Kempen podcast: ‘Is Infrastructuur ECHT inflatiebestendig?’
Infrastructuur is een van de weinige beleggingscategorien die goed heeft gepresteerd in een periode…
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ODDO BHF Asset Management
20 juni 2022
ODDO BHF AM: Bull & Bear – It's not all about recession
Regardless of the more or less realistic scenarios of the evolution of the conflict in Ukraine, what…
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AXA IM
17 juni 2022
AXA IM: Will humble and nimble Fed policy avoid recession
The outlook for US rates, the Fed’s balance sheet and the economy
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Onze partners
Banque de Luxembourg Investments
Capital Group
Goldman Sachs Asset Management
Invesco
Janus Henderson
La Française
M&G Investments
Nordea Asset Management
RBC BlueBay Asset Management
Rothschild & Co Asset Management
Van Lanschot Kempen Investment Management
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![""](https://images.investmentofficer.com/sites/default/files/styles/medium/public/Equities%20Outlook%20June%202022-%20Recession%20risks%20incrementally%20rising.jpg?itok=dNMIrwda """")
