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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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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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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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Capital Group
2 september 2022
Capital Group | Is the US economy already in recession?
Is the US economy in recession or not? That’s the question on the minds of many investors as US…
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PGIM Investments
1 september 2022
PGIM Investments: Groeiaandelen lijken te herstellen tijdens vertraging
Een piek in de inflatie heeft de centrale banken ertoe gedwongen de rente flink te verhogen. In hun…
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PGIM Investments
29 augustus 2022
PGIM Investments: Flexibele alternatieven bieden spreiding in onzekere tijden
PGIM Wadhwani legt uit waarom flexibele alfa-benaderingen met lage correlaties met aandelen en…
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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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