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ODDO BHF Asset Management
26 april 2022
ODDO BHF AM: Human capital, a key factor in resilience and differentiation
For ODDO BHF AM, human capital has been a key source of companies’ sustainable growth since the…
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ODDO BHF Asset Management
25 april 2022
ODDO BHF AM: Ecological transition: How to contribute to the positive revolution?
The ecological transition is a necessity. Interview with Nicolas Jacob, Fund manager of the ODDO BHF…
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ODDO BHF Asset Management
25 april 2022
ODDO BHF AM: Monthly Investment Brief: Tomorrow there will still be time
We have entered a bullish cycle in commodities, a phenomenon that will also generate inflation that…
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Van Lanschot Kempen Investment Management
25 april 2022
Kempen Real assets: Transparantie creëren in een ondoorzichtige markt
Inflatie, energiezekerheid en klimaatverandering: thema’s die beleggers zorgen baren. Zijn er…
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PGIM Investments
25 april 2022
PGIM Investments: Een aardverschuiving in de wereldeconomie
Obligatiebeleggers moeten de Oekraïne-crisis en de gevolgen daarvan nauwlettend volgen. Lees hier…
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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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PGIM Investments
20 april 2022
PGIM: ‘blijvend of tijdelijk’ en de fundamentele waarheid in deze discussie
George Patterson, CIO van PGIM Quantitative Solutions, bekijkt vier belangrijke beleggingsthema’s…
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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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Our partners
Baillie Gifford
Banque de Luxembourg Investments
Capital Group
Fidelity International
Franklin Templeton
Invesco
Morgan Stanley Investment Management
Nordea Asset Management
PGIM Investments
RBC BlueBay Asset Management
Schroders
Triodos Investment Management
Van Lanschot Kempen Investment Management
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