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RBC BlueBay Asset Management
February 27, 2024
An invidious market
But who’s laughing all the way to the bank?
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Capital Group
February 23, 2024
Capital Group | What’s right with the world?
A daily diet of negative news can lead even the most experienced investors to lose conviction in…
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Invesco
February 21, 2024
Invesco - Why invest in the emerging markets without China?
Emerging markets ex China are offering investors substantial opportunities, helping them diversify…
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RBC BlueBay Asset Management
February 21, 2024
Re-engaging with European investment grade
2022 was a disastrous year for bond markets. Then, 2023 produced a rollercoaster ride before…
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Schroders
February 21, 2024
Schroders : Scared of investing when the stock market is at an all-time high?
Schroders : Scared of investing when the stock market is at an all-time high?
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RBC BlueBay Asset Management
February 15, 2024
RBC BlueBay AM: Running hot
And that’s not just global temperatures!
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RBC BlueBay Asset Management
February 9, 2024
China: growth trajectory paused or broken?
Our year kicked off with a trip to Beijing, Shenzhen and Hong Kong, and as always, we were…
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Schroders
February 9, 2024
Schroders : How do stocks, bonds and cash perform when the Fed starts cutting rates?
Schroders : How do stocks, bonds and cash perform when the Fed starts cutting rates?
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Capital Group
February 8, 2024
Capital Group | Rob Lovelace on what’s in store for 2024
As we embark on a new year, the challenges ahead are well defined.
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Schroders
February 7, 2024
Schroders : Climate change and higher inflation affect 30-year return forecasts
Schroders : Climate change and higher inflation affect 30-year return forecasts
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Invesco
February 6, 2024
Invesco: What’s the outlook for private credit, private equity and real assets?
In each new edition, we look at the outlook for private market assets. In particular, we focus on…
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RBC BlueBay Asset Management
February 1, 2024
Emerging markets and climate transition: progress, challenges and opportunities
In 2022, we wrote about emerging markets (“EM”) being a key piece in the climate puzzle.
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Van Lanschot Kempen Investment Management