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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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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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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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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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RBC BlueBay Asset Management
17 janvier 2024
2024 Market View: Global Investment Grade
Andrzej Skiba, Head of US Fixed Income, Senior Portfolio Manager, shares his thoughts on 2023 and…
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Schroders
12 janvier 2024
Will Suez shipping disruption derail hopes for rate cuts?
Will Suez shipping disruption derail hopes for rate cuts?
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AXA IM
20 décembre 2023
AXA IM: Outlook 2024
For 2024 we expect lower growth, lower inflation and limited interest rate easing.
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Van Lanschot Kempen Investment Management
