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Morgan Stanley Investment Management
6 september 2018
Morgan Stanley IM: Sand in the Gears
Trade and tariff rhetoric has weakened business fixed investment and thrown sand into the gears of…
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BNP Paribas Asset Management
6 september 2018
BNP Paribas AM - August sell-off in EM debt – contagion crisis or buying opportunity?
August saw large drawdowns in emerging markets, reminiscent of the trend seen in the second quarter…
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Van Lanschot Kempen Investment Management
3 september 2018
Kempen: Laatcyclisch marktgedrag
Beleggers hebben de afgelopen maanden aardig wat gehad om zich zorgen over te maken. Aanvankelijk…
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BNP Paribas Asset Management
30 augustus 2018
BNP Paribas AM - Infrastructure debt: investors focus on renewable energy
Today when we look at yield, we tend to see it only in absolute terms but when we compare the yield…
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State Street Investment Management
28 augustus 2018
State Street SPDR ETF’s: Is het weer tijd voor waardebeleggen?
In een nieuw onderzoeksrapport bekijken we of het weer tijd is voor waardebeleggen. Hierin wordt de…
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Van Lanschot Kempen Investment Management
28 augustus 2018
Kempen: Samen de reis maken naar duurzaam vastgoed
De gebouwde omgeving is goed voor ongeveer een derde van het energieverbruik en een derde van de CO2…
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BNP Paribas Asset Management
23 augustus 2018
BNP Paribas AM: Emerging market fixed income: an attractive entry level after the correction
Emerging market debt (EM debt) has been the subject of much interest over the last few years, but…
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Morgan Stanley Investment Management
17 augustus 2018
Morgan Stanley IM: It’s All About The Earnings - The Long-Term Earnings
The market is obsessed with earnings, but unfortunately the wrong kind of earnings: the short-term…
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BNP Paribas Asset Management
16 augustus 2018
BNP Paribas AM: Infrastructure debt: powering ahead
Infrastructure debt has become an essential asset allocation component for investors looking to…
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Morgan Stanley Investment Management
13 augustus 2018
Morgan Stanley IM: The End of the World As We Know It?
The MSCI World Index returned 0.4% in USD over the last six months – and in local currency is up 1.3…
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State Street Investment Management
10 augustus 2018
State Street SPDR ETF’s: Sectors to watch financials, health care and energy
In the Q2 reporting season, investors have returned to looking at earnings as a gauge for equity…
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BNP Paribas Asset Management
9 augustus 2018
BNP Paribas AM: Political manoeuvres and the implications for investors
The past few months have been dominated more by politics than economic news. A new government with a…
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Van Lanschot Kempen Investment Management
