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BNP Paribas Asset Management
21 juni 2018
BNP Paribas AM: When the QE music stops, US MBS will still be dancing
When leading central banks stop playing the monetary policy tunes that many financial markets have…
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Van Lanschot Kempen Investment Management
19 juni 2018
Kempen: Geopolitieke (ont)spanning
“Ik wens u boeiende tijden toe”, zo luidt een Chinees gezegde. Wel, boeiend is de afgelopen periode…
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BNP Paribas Asset Management
14 juni 2018
BNP Paribas AM: Green bonds: investments generating environmental and ecological benefits
The Green Bond Principles define a green bond as any debt instrument whose funds are meant to…
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Invesco
13 juni 2018
Invesco: Hoe verder na G7?
Handel staat central, nu lange termijn allianties onder druk staan.
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Morgan Stanley Investment Management
12 juni 2018
Morgan Stanley IM: Emerging Markets: Don't Judge a Book by its Aggregates
A recent Bloomberg article quoting economist Carmen Reinhart has raised concerns about the health of…
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Van Lanschot Kempen Investment Management
12 juni 2018
Kempen: Pensioen opbouwen met bakstenen en cement
Darya Frolova onderzocht de voordelen van het combineren van beursgenoteerd en niet-beursgenoteerd…
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BNP Paribas Asset Management
7 juni 2018
BNP Paribas AM: Natural capital: thinking beyond carbon in sustainable investing
Valuing capital, be it cash, machinery or even human, is a mainstream practice, but viewing the…
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State Street Investment Management
6 juni 2018
State Street SPDR ETF’s Strategy Espresso: Introduction of China A-Shares to MSCI
Following years of carefully paced reforms to address transparency, governance, and structural…
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Van Lanschot Kempen Investment Management
5 juni 2018
Kempen: Wat kunnen we leren van Japan?
Wie inflatie zegt, komt al snel bij Japan uit. Niet omdat de inflatie daar gierend uit de hand loopt…
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Invesco
5 juni 2018
Invesco - Elf mogelijke scenario’s voor het einde van het jaar: de theorie en praktijk van volatiliteit in de Eurozone
Voor sommige beleggers is volatiliteit een abstract concept dat mensen op een dwaalspoor kan brengen…
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BNP Paribas Asset Management
31 mei 2018
BNP Paribas AM: Are you investing in ultra-processed foods?
A recent report by nutrition experts from Brazil and Canada concludes that the ever-increasing…
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Morgan Stanley Investment Management
28 mei 2018
Morgan Stanley IM: Ranges Are Meant to be Broken
By the end of April, markets – government bonds, credit and equities – were consolidating around…
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