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L&G
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Duration: friend or foe?
The case for dynamism in unconstrained bond portfolios
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Van Lanschot Kempen Investment Management
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2026 Perspectief: Global Infrastructuur Strategie
Infrastructuurmarkten blijven zich ontwikkelen te midden van veranderende mondiale thema’s. Jags…
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BNP Paribas Asset Management
29 december 2025
BNP Paribas AM: Currently, the US job market is in ‘low-hire, low-fire’ mode
While the latest data on job creation in the US may not be as weak as it appears at first sight (see…
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L&G
29 december 2025
A bird in the hand: why dividends matter
Dividends can potentially provide a valuable source of stability in periods of volatility, and may…
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Candriam
23 december 2025
Candriam: Europe’s strategic autonomy: emerging reality or political mirage?
Why Europe’s autonomy agenda is becoming a powerful catalyst for new investment cycles and sector…
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BNP Paribas Asset Management
22 december 2025
BNP Paribas AM: European farmland as a strategic sustainable investment
Global demand for food has continued to grow. However, there are limits to the availability of…
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L&G
22 december 2025
Agentic AI: the next frontier in artificial intelligence for investors?
AI is transforming industries at scale, and agentic AI could accelerate this trend. Learn how to…
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Pictet Asset Management
19 december 2025
Pictet AM: De markt voor longevity
De wereldwijde demografische verschuiving – langere levens en minder kinderen – is niet alleen een...
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Schroders
19 december 2025
Schroders: Renteverhogingen te snel en te fors ingeprijsd
In Azië, Europa en binnen het zogeheten dollar-blok zijn markten overgestapt van het inprijzen van...
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Candriam
18 december 2025
Candriam: The Fed under attack
Over the years, central bank independence has become the norm: it is seen as a safeguard against…
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State Street Investment Management
18 december 2025
A reacceleration for smaller US equities?
A reacceleration for smaller US equities?
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L&G
17 december 2025
2026 global outlook: Risk and reward amid an AI revolution
We devote much of our outlook to tackling key questions for investors raised by this period of…
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