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Van onze partners
Morgan Stanley Investment Management
24 april 2022
Morgan Stanley IM: Intangibles and Earnings
The shift from tangible to intangible investments has complicated the ability to interpret financial…
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Fidelity International
22 april 2022
Fidelity - Chart Room: US yield curve could steepen further out
Not only are we sceptical of the economic scenarios implied by the current pricing of the medium and…
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Nordea Asset Management
22 april 2022
Nordea AM: Shareowner Power - Using proxy votes for real-world action
When it comes to ESG investing, most people think about excluding “bad” companies from their…
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AXA IM
21 april 2022
AXA IM : Riding out market volatility: Lump sum versus regular investing
The past few years have been a rollercoaster for investors, with financial market volatility at its…
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Capital Group
20 april 2022
Capital Group | Running dry: How water risk can threaten a company’s bottom line
Climate change is forcing investors to evaluate two new types of risk: transition risk and physical…
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Morgan Stanley Investment Management
16 april 2022
Morgan Stanley IM: Managing Portfolios in an Inflationary World
While this year’s sell-off appears to be driven by sentiment rather than earnings, both the war in…
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Fidelity International
15 april 2022
Q2 Outlook: The “Grand Chessboard” reconfigured; stagflation risks intensify
Fidelity International’s investment team sets out the three themes it expects to dominate the second…
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Nordea Asset Management
14 april 2022
Nordea AM: Op zoek naar stabiliteit in tijden van onzekerheid
Nordea 1 – Stable Return Fund heeft van oudsher een superieure waardepropositie geboden ten opzichte…
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Van Lanschot Kempen Investment Management
14 april 2022
Kempen podcast serie over transparantie in Real Assets
Inflatie, energiezekerheid en klimaatverandering: thema’s die beleggers zorgen baren. Zijn er…
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AXA IM
13 april 2022
AXA IM: When it comes to market volatility, sometimes it’s best to stay put
The coronavirus pandemic and the recent escalation of military conflict in Ukraine have caused…
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Morgan Stanley Investment Management
12 april 2022
Morgan Stanley IM: Investing in a deeply uncertain world
In a deeply uncertain world, owning a portfolio of compounders with consistent track records makes…
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Morgan Stanley Investment Management
10 april 2022
Morgan Stanley IM: Emerging Markets Leaders Update – with Vishal Gupta
Vishal Gupta, Emerging Markets Leaders Portfolio Manager, discusses the domestic growth…
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Van Lanschot Kempen Investment Management
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![""](https://images.investmentofficer.com/sites/default/files/styles/medium/public/Q2%20Investment%20Outlook-%20The%20%E2%80%9CGrand%20Chessboard%E2%80%9D%20reconfigured%3B%20stagflation%20risks%20intensify.jpg?itok=7QBKuSAm """")
