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Schroders
December 17, 2024
Schroders’ private markets outlook 2025
Schroders’ private markets outlook 2025
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Fidelity International
December 16, 2024
Private Assets 2025: Time to diversify
Investors would do well to counterbalance their public holdings by increasing exposure to private…
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Schroders
December 12, 2024
Schroders’ Fixed income outlook 2025
Schroders’ Fixed income outlook 2025
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Schroders
December 10, 2024
Schroders’ global equities outlook 2025
Schroders’ global equities outlook 2025
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Fidelity International
December 9, 2024
Multi Asset 2025: Late cycle with a twist
An air of uncertainty still surrounds expectations heading into 2025. In circumstances like these…
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Banque de Luxembourg Investments
December 6, 2024
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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RBC BlueBay Asset Management
Schroders
Storebrand & SKAGEN
Van Lanschot Kempen Investment Management
