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From our partners
Goldman Sachs Asset Management
December 1, 2025
When Public Meets Private: The Strategic Role of Alternatives
Private assets have the potential to elevate portfolios through enhanced risk-adjusted returns…
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RBC BlueBay Asset Management
November 28, 2025
Polina’s Perspective: a journey to maturity – reflections from the window seat
Polina Kurdyavko reflects on the challenges and opportunities for emerging market countries.
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Janus Henderson
November 26, 2025
Janus Henderson: Active small cap allocations offer asymmetric returns
While big tech is making headlines in the US, small caps benefit from much high pricing dispersion...
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Goldman Sachs Asset Management
November 24, 2025
Beyond the Beta: Actively Seeking Small-Cap Alpha
Rate cuts, strong earnings, attractive valuations, and dealmaking create a compelling backdrop for…
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Van Lanschot Kempen Investment Management
November 24, 2025
Which infrastructure opportunities emerge from three simultaneous mega-trends?
In this video Ludovico Cappelli highlights three themes that are accelerating through the…
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Janus Henderson
November 20, 2025
Janus Henderson: Webcast: The Future of Fixed Income
Join Janus Henderson's fixed income experts Kareena Moledina, Tom Ross, Ian Bettney, and Thomas...
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Capital Group
November 20, 2025
Capital Group | Fresh breadth? Market concentration in three charts
With the S&P 500 Index near record highs, have we moved past peak dominance for the Magnificent...
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Janus Henderson
November 19, 2025
Janus Henderson: Do AAA CLOs still make sense in a declining rate environment?
Portfolio Managers John Kerschner, Nick Childs, and Jessica Shill discuss why they believe the...
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La Française
November 19, 2025
La Française - discover our November 2025 outlook
The growth momentum remains positive, but market jitters are increasing. After more than 30 days of...
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Van Lanschot Kempen Investment Management
November 17, 2025
Portfolio News Euro Credit: Delivering alignment, deepening sustainability
Passive may dominate euro credit allocations, but many investors are now looking for strategies that...
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Capital Group
November 13, 2025
Capital Group | Five forces that could stimulate the US economy
The US economy has demonstrated surprising resilience in the six months since President Trump...
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La Française
November 13, 2025
Monetary Policy Under Water: The ECB’s Climate Conundrum
What do inflation, sovereign spreads and climate disasters have in common? Increasingly, everything.
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