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RBC BlueBay Asset Management
July 8, 2024
RBC BlueBay: Age concern
Chief Investment Officer, Mark Dowding presents his weekly views on the macro economy
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Banque de Luxembourg Investments
July 3, 2024
The global economy continues to grow at a sluggish pace
In the US, pockets of weakness are emerging here and there, but are not yet spreading systematically...
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Franklin Templeton
July 1, 2024
Franklin Templeton Global Investment Management Survey
The Franklin Templeton Institute surveyed portfolio managers across all our asset classes: equity…
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Invesco
June 27, 2024
Paul Jackson's Quarterly Global Asset Allocation Portfolio Outlook | Q3 2024
Paul Jackson, Global Head of Asset Allocation Research, EMEA, provides insights into various...
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Van Lanschot Kempen Investment Management
June 27, 2024
Video update: What about the small cap premium?
Small caps are currently trading at a discount to large caps, why is this? With many influencing...
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RBC BlueBay Asset Management
June 27, 2024
RBC BlueBay - Perspectives on climate change and nature
RBC BlueBay's Responsible Investment team present their thoughts on why nature is so important to...
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RBC BlueBay Asset Management
June 24, 2024
RBC BlueBay - Persian Gulf: a moment under the sun
Polina Kurdyavko, Head of BlueBay Emerging Markets, witness some positive changes within the...
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Schroders
June 20, 2024
Power-hungry AI applications are demanding a significant expansion
Artificial intelligence (AI) is driving a major increase in the demand for energy.
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Van Lanschot Kempen Investment Management
June 20, 2024
The evolution of Japanese small caps
Despite the Japanese stock market already breaking long-standing record highs this year, we believe...
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Capital Group
June 20, 2024
Capital Group | Stock market outlook: Three themes for a broadening market
After a strong rally in the first half of the year, stocks appear to be headed into the second half...
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RBC BlueBay Asset Management
June 17, 2024
RBC Bluebay - Structured in more detail: key themes and market outlook.
Sid Chhabra looks at the current opportunities and concerns in Securitized Credit markets.
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Banque de Luxembourg Investments
June 17, 2024
Increasing signs of a slowdown in the US economy
Global economic growth remains low. Even if the lead in economic growth in absolute terms still lies…
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Van Lanschot Kempen Investment Management
