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From our partners
Van Lanschot Kempen Investment Management
today
Where are the opportunities for value investors in 2026?
After mixed results in 2025, where are the opportunities for value investors in 2026? Luc Plouvier…
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Janus Henderson
January 22, 2026
Janus Henderson: Capturing yield, safety and diversification through BBB CLOs
Portfolio Manager Denis Struc and EMEA Client Portfolio Manager Lead Kareena Moledina explore how...
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Banque de Luxembourg Investments
January 22, 2026
Perspectives first half-year 2026
Twice a year, our fund managers analyse trends in the global economy and financial markets. Read the...
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Invesco
January 21, 2026
Break market concentration with global stocks
Investors have traditionally leaned on global stocks to unlock value through diversification across…
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RBC BlueBay Asset Management
January 19, 2026
Europe is structurally falling behind in the global economy
US growth continues to show strength, in contrast to depressed sentiment in Europe
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Schroders
January 19, 2026
EMD: emerging markets benefit from global shift
EMD: emerging markets benefit from global shift
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Van Lanschot Kempen Investment Management
January 19, 2026
2026 Perspective: Farmland Strategy
Following a year of transition in 2025, our Farmland strategy is evolving. Arif Saad, Head of…
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Capital Group
January 15, 2026
Capital Group | Stock market outlook: Three investment strategies for 2026
Has the AI boom reached bubble territory? Have markets overcome the risks of policy uncertainty? Can...
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Janus Henderson
January 14, 2026
Janus Henderson: European Securitised Credit: Broadening horizons in 2026
Portfolio Manager Ian Bettney highlights how regulatory alignment and global issuance trends are...
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Schroders
January 14, 2026
Schroders : AI economic scenarios: revolutionary growth, or recessionary bubble?
AI economic scenarios: revolutionary growth, or recessionary bubble?
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La Française
January 12, 2026
La Française: Discover our convictions for 2026
Written by François Rimeu, Senior Strategist, Crédit Mutuel Asset Management
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Van Lanschot Kempen Investment Management
January 12, 2026
2026 Perspectives: Global High Dividend Strategy
Market volatility in 2025 reinforced the importance of quality and consistency in portfolio…
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