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News from our partners
07 December 2021
Carmignac's Note: Tapering in November, business as usual in December
There is an alternative scenario: stickier inflation...
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07 December 2021
Morgan Stanley IM: Supply Chain Squeeze
Something unusual is underfoot: company profit warnings...
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06 December 2021
AXA IM: Investment Strategy outlook 2022: Coping with modest rate increases
As we head towards the second anniversary of the outbreak of...
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01 December 2021
AXA IM: Macroeconomic outlook 2022: Compression, decompression, absorption
2020 was a year of massive compression of economic activity...
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30 November 2021
PGIM Investments: The investment implications of technological disruption
The impending wave of technology-driven disruption in the...
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29 November 2021
Carmignac: A complex continent like Europe requires a differentiating approach
Discover Carmignac Portfolio Patrimoine Europe, a Fund built...
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26 November 2021
UBS AM: Is core real estate pricing overheating?
As we come out of the pandemic there are still considerable...
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Capital Group
26 November 2021
Capital Group | Investors reveal their top ESG roadblocks
As demand for ESG investing grows, the lack of consistent...
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24 November 2021
Carmignac Portfolio Flexible Bond in the spotlight
How can we combine value creation and socially responsible...
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22 November 2021
PGIM Investments: Back to growth realities
Jennison Associates’ , a PGIM Business, Mark Baribeau, CFA...
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19 November 2021
UBS AM: Markets underestimate the sturdiness of economic fundamentals
Investors are underestimating the sturdiness of economic...
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19 November 2021
AXA IM: COP26: Key takeaways for investors
As world leaders gathered in Glasgow in a bid to secure a...
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