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Morgan Stanley Investment Management
13 januari 2025
The long-term case for health care
After unwinding COVID distortions, the health care sector has significantly underperformed the…
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Pictet Asset Management
9 januari 2025
Pictet AM Barometer: vasthouden aan aandelen
Hoewel de rally van vorig jaar de waardering voor aandelen tot een hoog niveau heeft getild, denken...
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Schroders
9 januari 2025
Private equity presteert beter dan beursgenoteerde aandelen tijdens grote crises
Private equity heeft tijdens de belangrijkste crises van de afgelopen 25 jaar consistent beter...
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BlackRock
8 januari 2025
Wat gaat er in 2025 gebeuren in de private markten?
De veerkracht waar de private markten in 2024 blijk van gaven, schept goede vooruitzichten voor...
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Rothschild & Co Asset Management
6 januari 2025
Fund update: R-co Thematic Blockchain Global Equity - December 2024
In November, investment into digital asset products reached record levels. Since the start of the…
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BNP Paribas Asset Management
6 januari 2025
BNP Paribas AM: Will the price of silver follow gold higher?
Gold has shone on the financial markets in 2024. Is investing in gold still relevant after such a…
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Morgan Stanley Investment Management
6 januari 2025
Riding the Rollercoaster
The Broad Markets Fixed Income Team explores the implications of the U.S. elections for bond…
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PGIM Investments
6 januari 2025
PGIM Investments: een baken voor het navigeren door markten in 2025
Elk nieuw jaar brengt nieuwe kansen en uitdagingen wanneer veranderende omstandigheden de risico’s...
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State Street SPDR ETF’s
31 december 2024
Factoring in Cash Flow: the Rise of Quality Aristocrats
Factoring in Cash Flow: the Rise of Quality Aristocrats
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OBAM Investment Management
30 december 2024
OBAM: Trumponomics 2.0: volatiliteit verzekerd
Siegfried Kok van OBAM Investment management schetst de beleggingskansen en uitdagingen die het…
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BNP Paribas Asset Management
30 december 2024
BNP Paribas AM: The case for US growth stocks
We expect large growth stocks to continue to outperform other asset classes and the broader US…
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Rothschild & Co Asset Management
30 december 2024
Monthly Macro Insights - December 2024
While global growth has proved resilient to policy tightening, significant divergences have emerged…
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