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Goldman Sachs Asset Management
August 20, 2025
Mapping the Evolution: Hedge Funds in A New Market Regime
A conducive environment for alpha generation has made hedge fund returns more valuable and possible…
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Banque de Luxembourg Investments
August 20, 2025
Perspectives 2/2025
Twice a year, our fund managers analyse trends in the global economy and financial markets. Read the...
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RBC BlueBay Asset Management
August 15, 2025
RBC BlueBay: Emerging markets return to favour
What has driven the outperformance of emerging markets?
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Janus Henderson
August 13, 2025
Janus Henderson: Video: Q2 Strategy Update - Global Smaller Companies
Richard Brown, Client Portfolio Manager, gives the Q2 strategy update for the Janus Henderson…
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Goldman Sachs Asset Management
August 8, 2025
Income Generation: Seeking Steady Streams in Unstable Times
We believe the appeal of stable income is growing in a world of macro uncertainty, policy…
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Banque de Luxembourg Investments
August 4, 2025
The global economy is bumping along
The global economy is bumping along, awaiting the impact of recent fiscal support measures announced...
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Schroders
August 1, 2025
What would stagflation mean for equity investors?
According to Duncan Lamont, CFA Head of Strategic Research at Schroders, history suggests that in an...
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Baillie Gifford
July 31, 2025
Sustainable fashion can deliver strong returns
How many pairs of jeans do you own? Did you buy them new, or did you go to a second-hand store to…
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Capital Group
July 31, 2025
Capital Group | Tariff resilience: What makes some companies stand strong?
As the 90-day pause on country-specific tariffs ends, a strategic focus on which companies are built...
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Goldman Sachs Asset Management
July 23, 2025
How Active ETFs Can Help Investors Fine-Tune Portfolio Construction
Active ETFs deliver the advantages of active management and the ETF wrapper. Thanks to this unique…
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RBC BlueBay Asset Management
July 21, 2025
RBC BlueBay: A 'cold' moment for Trump
Trump piles pressure on Powell, bond market already priced in new Fed chair.
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Janus Henderson
July 21, 2025
Janus Henderson: Trump’s Pharma tariff threat: implications for European CLOs
Healthcare is the largest sector within the Collateralised Loan Obligation (CLO) universe. Portfolio...
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Van Lanschot Kempen Investment Management
