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Schroders
12 december 2023
Nederlandse particuliere beleggers willen meer feiten over duurzame beleggingen
Nederlandse particuliere beleggers willen meer feiten over duurzame beleggingen: meer kennis over…
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Candriam
11 december 2023
Can equities fall, even 'without' a hard landing?
With the failure of a recession to materialise, 2023 has been a good year for equity indices.
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PGIM
11 december 2023
PGIM Investments: Opwaarts potentieel in REIT's
Rick Romano, Daniel Cooney en Michael Gallagher van PGIM Real Estate delen hun inzichten over de…
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Morgan Stanley Investment Management
11 december 2023
Executive pay: “Show me the incentive and I will show you the outcome”
Bruno Paulson As long-term investors, we want our companies’ pay plans to encourage longer-term…
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Columbia Threadneedle Investments
8 december 2023
With macro risks elevated it’s all about stock selection
There are plenty of macro drivers that will create equity volatility in 2024, according to Melda…
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Cardano
8 december 2023
Adders onder het AI gras
Niet alleen zijn de verwachtingen voor de techreuzen hoog gespannen, ze lijken de portefeuilles van…
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Candriam
7 december 2023
In a land of opportunities… select carefully
Compound interest is the eighth wonder of the world”, said Albert Einstein. Over the past decade…
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OBAM Investment Management
7 december 2023
OBAM: Parelvissen in een woelige Oceaan
‘Parelvissen in een woelige oceaan’ is de bijna poëtische frase waarmee Obam CEO Sander Zondag de…
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State Street Investment Management
6 december 2023
Smallcaps uit opkomende markten
Smallcaps uit opkomende markten
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Van Lanschot Kempen Investment Management
5 december 2023
Ondernemend Duurzaam: de pandemie, de fabrieken en de CEO
In deze editie van Ondernemend Duurzaam geven wij voorbeelden van hoe onze portefeuillemanagers in…
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Morgan Stanley Investment Management
4 december 2023
Is the Fed losing patience?
Jim Caron With bond yields near 5%, US GDP coming in at 4.9% in 3Q and volatility increasing, we…
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Schroders
4 december 2023
De verborgen juwelen van private equity: kleine en middelgrote fondsen
Onderzoek van Schroders naar meer dan 49.000 private equity fondsen en 200.000 deals van 1980 tot…
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