Insights for professional investors
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Insights for professional investors
Fiera Capital
The European real estate debt market is expected to continue its recovery.
Fisch Asset Management
Emerging market corporate bonds face headwinds from global economic shifts, but selective opportunities exist.
NS Partners
Weak money growth signals downside risks for equities, despite recent market resilience and expectations of monetary easing.
Mirova
Water scarcity and quality challenges are intensifying, creating investment opportunities across the entire water value chain.
Ashmore Group
US exceptionalism faces challenges in the face of fiscal consolidation and AI competition.
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DWS and Nissay Asset Management
Bellevue Asset Management
MedTech investment case: What makes it attractive, which trends stand out?
Bellevue Asset Management
Investment-Case MedTech: Was macht ihn attraktiv, welche Trends stechen hervor?
Candriam
Be selective, go global and focus on Alpha.
Tokio Marine Asset Management
What are the investment opportunities in Japan in 2023?
Franklin Templeton
How is the economic slowdown affecting corporate earnings and dividend growth?
Quant Investing
Artificial intelligence applications go way beyond stock selection.
Asia Equity
Investing in Asia has undergone significant changes in recent years. It might be the time for a different approach.
Japan Equity
Japanese equities outperformed most markets globally since April 2023.
Impact Investing
It is not only companies with stellar sustainability ratings that matter in impact investing.
NS Partners
Weak money growth signals downside risks for equities, despite recent market resilience and expectations of monetary easing.
Fiera Capital
The European real estate debt market is expected to continue its recovery.
Fisch Asset Management
Emerging market corporate bonds face headwinds from global economic shifts, but selective opportunities exist.
Mirova
Water scarcity and quality challenges are intensifying, creating investment opportunities across the entire water value chain.
