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From our partners
La Française
March 11, 2026
CM-AM Convictions USA: an opportunity in the strong US macro environment for the 2026
Written by Valentin Vergnaud, Portfolio Manager, Crédit Mutuel Asset Management
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RBC BlueBay Asset Management
March 10, 2026
Emerging market debt: many sides to the story
The global economic landscape is presenting a constructive yet complex outlook for the asset class.
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Invesco
March 5, 2026
What’s driving the gold price? … and other important questions
Gold recently hit record highs before pulling back. Supportive conditions persist but volatility may...
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La Française
March 4, 2026
La Française: favorable winds for growth
Written by François Rimeu, Senior Strategist, Crédit Mutuel Asset Management
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Janus Henderson
March 3, 2026
Janus Henderson: Global Perspectives: ABS may provide attractive opportunities
In this episode, Portfolio Managers John Kerschner and Nick Childs discuss the asset-backed...
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RBC BlueBay Asset Management
March 2, 2026
‘Ghost GDP’ masks lurking AI risk for labor market and inflation
Does AI-driven 'Ghost GDP' mean growth is failing to translate into consumer spending?
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Van Lanschot Kempen Investment Management
March 2, 2026
Global Small Caps: Unlocking value through governance engagements in Japan
In recent years we have intensified our active ownership approach with Japanese companies, aiming to...
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Rothschild & Co Asset Management
February 27, 2026
In a tense Fixed Income market, where are the opportunities still to be found?
After several years marked by significant rate volatility, the environment is becoming more readable...
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Janus Henderson
February 27, 2026
Janus Henderson: AA and A rated CLOs have offered compelling risk-adjusted returns
Chart to watch: over the past five years, collateralized loan obligations (CLOs) have delivered some...
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Banque de Luxembourg Investments
February 25, 2026
The global economy appears poised to accelerate
Despite disappointing US Gross domestic product growth in the fourth quarter of 2025, the global...
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Van Lanschot Kempen Investment Management
February 24, 2026
The wind of change for equity investors
Over the past decade, ESG has moved from the periphery to the mainstream. Luc Plouvier, senior...
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Janus Henderson
February 19, 2026
Janus Henderson: Fixed Income Q4 Strategy Videos
Watch our latest Fixed Income strategy update videos.
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Our partners
Banque de Luxembourg Investments
Capital Group
Goldman Sachs Asset Management
Invesco
Janus Henderson
La Française
RBC BlueBay Asset Management
Rothschild & Co Asset Management
Van Lanschot Kempen Investment Management
