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Banque de Luxembourg Investments
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The divide between a robust US economy and a faltering world economy continues
In the US, activity indices in the service sector continued to improve last month, reaching levels...
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Fidelity International
December 4, 2024
Fixed Income 2025: Rates make return journey
After navigating an interest rate hiking cycle, fixed income investors face a completely different…
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Storebrand & SKAGEN
December 2, 2024
SKAGEN Focus: Looking below the radar to find ESG’s future leaders
Why neglected small-caps driving real-world changes can be the big winners of the green transition.
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Fidelity International
November 28, 2024
Equities 2025: New avenues
A decisive US election, political ructions in Europe, and the first signs of Chinese fiscal action…
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Van Lanschot Kempen Investment Management
November 26, 2024
Off the Beaten Path: Staying True to Dividend Investing
Over the past few years, we have noticed a remarkable shift: the dividend yield of global dividend...
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Storebrand & SKAGEN
November 25, 2024
Stock market concentration: a SKAGEN perspective
As a dwindling number of stocks drive global equity returns, what are the implications for markets…
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RBC BlueBay Asset Management
November 19, 2024
RBC BlueBay - Trump 2.0: the themes driving EM Debt
We discuss why emerging markets reacted as expected to Trump’s stunning win.
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Capital Group
November 18, 2024
Capital Group | Has stock market concentration reached a tipping point?
Hyperconcentration in the US stock market may be nearing a peak.
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Invesco
November 18, 2024
Invesco - Annual Investment Outlook 2025 - 4 December, 2024
Our experts will discuss the state of the global economy; our outlooks for equities, fixed income...
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Storebrand & SKAGEN
November 18, 2024
A tale of two markets
On a recent trip to China and India, we were struck by the stark contrast between the two economies…
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Storebrand & SKAGEN
November 14, 2024
SKAGEN m2: More gain, less pain for global listed real estate?
With many property markets improving and delivering positive returns in 2024, investors are…
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Invesco
November 7, 2024
Invesco Global Systematic Investing Study 2024
Explore the rapidly advancing systematic investing space.
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