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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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Goldman Sachs Asset Management
13 april 2022
Goldman Sachs: Green Capex - Capturing the Opportunities
Green Capex is emerging as a powerful secular growth theme for investors as greater capital is…
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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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PGIM Investments
11 april 2022
PGIM Investments: De kansen die elektrische auto’s bieden
Owuraka Koney van Jennison Associates, fundamentale aandelenbeheerder van PGIM, legt uit hoe…
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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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Fidelity International
8 april 2022
Fidelity - Titanium and planes: Ukraine conflict spells hit for global supply chains
Russia’s invasion of Ukraine and new lockdowns in Asia signal more months of disruption for…
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Nordea Asset Management
7 april 2022
Nordea AM: Reverberations from the Russia-Ukraine conflict
Sébastien Galy shares his insights for Q2 of this year as the conflict in Ukraine keeps raging on…
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Van Lanschot Kempen Investment Management
7 april 2022
Kempen Real assets: transparantie creëren in een ondoorzichtige markt
Vragen over grondstoffen, bevolkingsgroei, economische ontwikkeling en veiligheid zijn relevant voor…
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AXA IM
7 april 2022
AXA IM: Inflation was already hot, but the Ukraine war risks making it more durable
While the war in Ukraine has pushed many commodities prices higher, inflation was already about more…
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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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![""](https://images.investmentofficer.com/cdn/ff/3xrvPBVNgViXJ0dH0UlPWD34sxjsDOsx_G5EN90CMLE/1722127439/public/styles/medium/public/Titanium%20and%20planes-%20Ukraine%20conflict%20spells%20new%20hit%20for%20global%20supply%20chains.jpg?itok=_wON5J2B """")
