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PGIM Investments
September 14, 2021
PGIM Investments: Goldilocks conditions return for secular growth
Jennison Associates explains why they believe growth will regain market leadership and technology…
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AXA IM
September 2, 2021
AXA IM: Thematic investing takes centre stage among fund selectors
The popularity of thematic equity investing accelerated in 2020, despite the impact of the pandemic…
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PGIM Investments
August 30, 2021
PGIM Investments: Non-US Equity Benchmarks Hold Few High-Growth Companies
Jennison Associates explains how most international and emerging market benchmarks have relatively…
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Schroders
August 25, 2021
Schroders: Why this is no Taper Tantrum 2 for EM bonds
Schroders: Why this is no Taper Tantrum 2 for EM bonds
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AXA IM
August 24, 2021
AXA IM: Can ESG screening provide a buffer for fixed income investors?
The unprecedented monetary and fiscal stimulus put in place by governments and policymakers…
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PGIM Investments
August 23, 2021
PGIM Investments: Lightweights: Popular Benchmarks Low on Growth Potential
Jennison Associates explains how passive emerging markets equity exposure leads to missing out on…
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AXA IM
August 19, 2021
AXA IM: The race to net zero: A case of ‘when’, not ‘if’
The recent and monumental climate change report from the IPCC gave a stark code red warning to…
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Schroders
August 19, 2021
Schroders : Online seminar Disruption and consumer trends
Schroders invitation : Online seminar Disruption and consumer trends, 7 September 2021
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PGIM Investments
August 16, 2021
PGIM: Global REITs Benefit From the 3Rs: Re-opening, Reflation and Recalibration
PGIM Real Estate shares its views on the current economic environment and outlook for global real…
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AXA IM
August 10, 2021
AXA IM: How active management aims to make the most of Green Bonds
The market for financing linked to environmentally friendly projects and companies has already…
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PGIM Investments
August 9, 2021
PGIM Investments: Pendulum Shifts Back Towards Growth
Jennison Associates’ explain why markets moving past peak reopening phases of the recovery signals…
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Capital Group
August 5, 2021
Capital Group | Dividend growth: The special sauce of long-term investing
Ever heard of the Yield Dogs? Neither had Joyce Gordon when, as a young investment analyst in 1990…
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