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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
6 augustus 2018
Kempen: Boeken en podcasts die inspireren
Floris Oliemans is portfoliomanager van het Kempen Dividend-team. Omdat hij een verwoed lezer én…
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State Street Investment Management
6 augustus 2018
State Street SPDR ETF’s: Strategy Espresso - US Small Caps groeien sterk door
In de editie van deze week, kijken we naar de sterke performance van de US small caps en waarom wij…
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Morgan Stanley Investment Management
6 augustus 2018
Morgan Stanley IM: Review/Outlook: Global Fixed Income Opportunities
Jim Caron provides his review of the second quarter of 2018 and his outlook on market opportunities.
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Capital Group
6 augustus 2018
Capital Group: Vooruitzichten tweede helft 2018
Van QE naar QT, spanningen op handelsgebied en een stijgende volatiliteit. Hoe kunnen beleggers…
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Invesco
1 augustus 2018
Invesco: Is het tijd om ons zorgen te maken over een liquiditeitscrisis?
Kristina Hooper, Invesco’s Chief Global Market Strategist geeft haar commentaar:
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State Street Investment Management
26 juli 2018
State Street SPDR ETF’s: Wat zijn de gevolgen van de S&P 500 sector veranderingen voor beleggers?
Op 24 september 2018 veranderen de GICS voorwaarden, met gevolgen voor 3 sectoren die deel uitmaken…
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Morgan Stanley Investment Management
25 juli 2018
Morgan Stanley IM: The Macro Trends Which Matter
The main trends in asset performance year-todate have been generally weak risky asset returns…
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Van Lanschot Kempen Investment Management
