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From our partners
Van Lanschot Kempen Investment Management
Yesterday
How data is reshaping infrastructure
Infrastructure is shifting because the data coming from real systems is changing. What was once a...
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Banque de Luxembourg Investments
March 17, 2026
The Great Monetary Illusion: Why equity markets soar in a fragile world
Many investors today look at global equity indices and wonder how markets have risen so sharply over...
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Janus Henderson
March 13, 2026
Janus Henderson: Securitised & CLO ETFs Webcast
Register for our upcoming webcast with John Kerschner, Global Head of Securitised Products, to...
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Schroders
March 12, 2026
The value of not over-reacting to geopolitical turmoil
The value of not over-reacting to geopolitical turmoil
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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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Schroders
March 11, 2026
Managing the unmanageable: a long-term approach to geopolitical risk
Managing the unmanageable: a long-term approach to geopolitical risk
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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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Our partners
Baillie Gifford
Banque de Luxembourg Investments
Capital Group
Goldman Sachs Asset Management
Invesco
Janus Henderson
La Française
RBC BlueBay Asset Management
Rothschild & Co Asset Management
Schroders
Van Lanschot Kempen Investment Management
