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Capital Group
July 22, 2022
Capital Group | Rob Lovelace on all-weather investing
The world has changed. We are living through a pivotal time in history, marked by geopolitical…
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AXA IM
July 18, 2022
AXA IM : Reaching the inflation peak
Just when markets thought US inflation had peaked, it surprised once again to the upside in June. As…
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Capital Group
July 8, 2022
Capital Group | Outlook for bonds: What to know as Fed fears hit markets
The path to higher interest rates is painful, but it should ultimately benefit bond investors over…
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AXA IM
July 7, 2022
AXA IM: Investing in robotics and digital economy: an excellent entry point?
With the recent pull back, valuations have come back quite a lot and we now see very attractive…
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AXA IM
July 4, 2022
Climate Change: How investors can help deliver a Just Transition
The concept of a Just Transition is not new. US labour leaders noted the conflict between jobs and…
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Capital Group
June 24, 2022
Capital Group | Outlook for equities: Time to pursue all-weather investing
With economic storm clouds obscuring the outlook for global growth, investors may want to prepare…
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AXA IM
June 23, 2022
AXA IM: Getting past the growing pains of the digital economy
Jeremy Gleeson, Portfolio Manager and head of AXA IM’s Technology investment team explains why…
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AXA IM
June 17, 2022
AXA IM: Will humble and nimble Fed policy avoid recession
The outlook for US rates, the Fed’s balance sheet and the economy
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Capital Group
June 10, 2022
Capital Group | Pandemic, war and climate change sharpen focus on ESG
While COVID-19 helped accelerate the ESG agenda, the tragic invasion of Ukraine is likely to further…
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AXA IM
June 7, 2022
AXA Investment Managers: Invitation to our Metaverse Expert Talk in Luxembourg
The Metaverse journey has just started, and it already presents a diverse opportunity set of…
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Capital Group
June 2, 2022
Capital Group | Air travel is taking off again
As the global economy gradually emerges from the pandemic, airports around the world are dealing…
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Schroders
June 2, 2022
Schroders: BlueOrchard launches flagship inclusion private equity strategy
The Fund builds on BlueOrchard’s experience and track record of more than 20 years of investing in…
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Schroders
Storebrand & SKAGEN
Van Lanschot Kempen Investment Management