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RBC BlueBay Asset Management
9 février 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
7 février 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
6 février 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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PGIM Investments
5 février 2024
PGIM Investments : Des tendances porteuses pour les REIT
Rick Romano chez PGIM Real Estate livre son analyse sur les valorisations, les opérations de M&A et…
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RBC BlueBay Asset Management
1 février 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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Invesco
30 janvier 2024
Invesco - Private credit 2024 investment outlook
Experts from our direct lending, bank loans and distressed credit teams share their views on the…
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Schroders
29 janvier 2024
Schroders : Flexible approaches needed as fresh opportunities arise
Schroders : Flexible approaches needed as fresh opportunities arise
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PGIM Investments
29 janvier 2024
PGIM Investments : Surfer sur la déferlante de l’IA
Jennison Associates, filiale de PGIM, explique sa conviction qu’un cycle d’investissement axé sur l…
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RBC BlueBay Asset Management
24 janvier 2024
Braving the cold
…while the market direction becomes hazier for now.
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Schroders
22 janvier 2024
Schroders : Is China set to export deflation – and trade tensions – once again?
Schroders : Is China set to export deflation – and trade tensions – once again?
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PGIM Investments
22 janvier 2024
PGIM : Se préparer à une hausse des spreads des obligations à haut rendement
Après deux ans de hausse des taux d’intérêt, Jonathan Butler, de PGIM Fixed Income, estime qu’il…
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RBC BlueBay Asset Management
17 janvier 2024
EM Equity Outlook report 2024
We are pleased to share with you our RBC Emerging Markets Equity Outlook for 2024.
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Van Lanschot Kempen Investment Management