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Barings
10 december 2024
Three Reasons to Consider European Real Estate Debt
The European real estate market is at the beginning of a new property cycle. Although the landscape...
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Triodos Investment Management
10 december 2024
Structurele uitdagingen bieden grote impactkansen in 2025
De wereld balanceert op de rand van economische, ecologische en sociale omslagpunten. Deze ‘game…
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Candriam
10 december 2024
Candriam: COP16: too little, too late.
COP16: too little, too late.
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Nikko Asset Management
9 december 2024
Japan equity outlook 2025
Continuing change in corporate Japan to benefit equities and attract investments
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Fidelity International
9 december 2024
Multi Asset 2025: Late cycle with a twist
An air of uncertainty still surrounds expectations heading into 2025. In circumstances like these…
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PGIM
9 december 2024
PGIM: stijgend REIT-optimisme bij dalende rente
In het derde kwartaal van 2024 veerden REIT's op dankzij de langverwachte renteknip van de Fed in...
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Morgan Stanley Investment Management
4 december 2024
Equity Market Commentary - November 2024
In his November TAKE, Senior Portfolio Manager Andrew Slimmon discusses his post-election thoughts…
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Fidelity International
4 december 2024
Fixed Income 2025: Rates make return journey
After navigating an interest rate hiking cycle, fixed income investors face a completely different…
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Morgan Stanley Investment Management
2 december 2024
“The Case For Consumer Staples”
Consumer staples are now at a near 25-year low in terms of relative valuation and at their lowest…
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PGIM
2 december 2024
PGIM: Fundselectors bespreken de belangrijkste trends op de markten
Toonaangevende fundselectors kwamen samen met PGIM Investments voor een gesprek over de...
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Fidelity International
28 november 2024
Equities 2025: New avenues
A decisive US election, political ructions in Europe, and the first signs of Chinese fiscal action…
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BlackRock
27 november 2024
Salomons inzichten?
Roelof Salomons is beleggingsstrateeg bij BlackRock Nederland. In zijn nieuwsbrief ‘Salomons inSight...
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Van Lanschot Kempen Investment Management
