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Morgan Stanley Investment Management
7 december 2021
Morgan Stanley IM: Supply Chain Squeeze
Something unusual is underfoot: company profit warnings caused by a lack of supply, rather than an…
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AXA IM
6 december 2021
AXA IM: Investment Strategy outlook 2022: Coping with modest rate increases
As we head towards the second anniversary of the outbreak of the COVID-19 pandemic the disease…
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Fidelity International
3 december 2021
Fidelity - Omicron: game-changer or waiting game?
Uncertainty remains over the new variant’s characteristics but it has the potential to be a game…
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Van Lanschot Kempen Investment Management
2 december 2021
Kempen: Waarop te letten bij de analyse van ESG-gegevens voor Real Assets?
De sleutel tot decarbonisatie ligt in de handen van beleggers in Real Assets: zij moeten alert zijn…
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AXA IM
1 december 2021
AXA IM: Macroeconomic outlook 2022: Compression, decompression, absorption
2020 was a year of massive compression of economic activity. 2021 was a year of fast decompression…
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Schroders
29 november 2021
Schroders: Leidt ESG tot een hoger rendement?
Veel beleggers willen tegenwoordig meer dan alleen impact van hun ESG-portefeuilles.
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Schroders
29 november 2021
Schroders: Ook belegger wint met duurzamer voedsel en water
De sterke groei van de wereldbevolking legt de zwakke plekken bloot van ons voedsel- en watersysteem…
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Nordea Asset Management
26 november 2021
Nordea AM: Macro-economische Outlook 2022
De macro-economische Outlook voor 2022 kan worden bekeken in termen van groei en inflatie of van…
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Capital Group
26 november 2021
Capital Group | Investors reveal their top ESG roadblocks
As demand for ESG investing grows, the lack of consistent and robust data remains among the biggest…
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Fidelity International
25 november 2021
Fidelity - The policy paradox
2021 brought the recovery many had hoped for. Businesses reopened, commuters returned to their desks…
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Schroders
25 november 2021
Schroders: Wat betekent COP26 voor beleggers in klimaatverandering ?
De uitkomst van COP26 kwam voor sommigen als een teleurstelling. Vanuit beleggingsoogpunt was COP26…
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Van Lanschot Kempen Investment Management
24 november 2021
Kempen Outlook 2022: Podcast over inflatie en Real Assets
De inflatie is momenteel hoog en houdt langer aan dan verwacht. Maar Van Lanschot Kempen denkt niet…
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Schroders
Triodos Investment Management
Van Lanschot Kempen Investment Management
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