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Dollarzwakte vergroot risico op stagflatie in VS
Dollarzwakte vergroot risico op stagflatie in VS
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BNP Paribas Asset Management
vandaag
BNP Paribas AM: Tariff escalation, stagflation risk and Fed policy
US stocks dropped by more than 2% on 10 October after US President Donald Trump threatened to impose…
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La Française
Gisteren
Sovereignty, quality and sustainability of agri-food systems: an impossible balance?
The agri-food sector must feed a growing population, protect biodiversity, and ensure healthy...
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Schroders
Gisteren
Is de bullmarkt voor goud al voorbij?
De prijs van goud en goudaandelen is sterk gedaald. James Luke, senior portfolio manager metalen bij...
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Goldman Sachs Asset Management
Gisteren
A Quantitative Competitive Edge in Complex Markets
Complex markets require a competitive edge. We believe quantitative investing powered by data and…
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Van Lanschot Kempen Investment Management
27 oktober 2025
Passive by default: is euro credit sleepwalking through a shifting landscape?
Euro credit is often treated as the quiet corner of portfolios – stable, low maintenance, and easy...
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Candriam
27 oktober 2025
Candriam Global High Yield: Selective, Proven, and Resilient
In an environment shaped by higher-for-longer interest rates and persistent dispersion, the ability…
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PGIM
27 oktober 2025
PGIM: De opkomende markten blijven het goed doen
Ondanks de aanhoudende onzekerheid op de markten hebben opkomende markten sinds eind 2023 sterk...
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State Street Investment Management
24 oktober 2025
Sector Compass Q4 2025: Thema’s en verwachtingen
De spreiding in aandelenrendement tussen regio’s strekt zich ook uit tot sectoren. In Q3 liepen...
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Schroders
24 oktober 2025
Zwakkere dollar daagt Amerikaans exceptionalisme uit
Zwakkere dollar daagt Amerikaans exceptionalisme uit
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Goldman Sachs Asset Management
23 oktober 2025
Quantitative Precision: Seeking to Unlock High Alpha Potential in European Equities
Europe’s fragmented, diverse equity markets may offer a rich source of alpha. Quantitative…
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BNP Paribas Asset Management
23 oktober 2025
BNP Paribas AM: Assessing the reasons for a positive view on equities
What of the dilemma between stretched stock market valuations, which could be a reason to stay clear…
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