Insights for professional investors
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Insights for professional investors
Eastspring Investments
Increase in capital expenditure, robust economic growth forecasts, and improving governance speak for EMs.
Lord Abbett
Free cash flow provides a more reliable measure of value than traditional earnings-based metrics.
US Election
Trump’s return to the presidency signals a mix of opportunities for US equities but raises global economic uncertainties.
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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?
Global X
In the United States, the most glaring opportunity lies in rebuilding and modernising the nation’s infrastructure after decades of negligence.
23. November 2023
From biodiversity to the role of technology and innovation – these are trends in ESG and impact investing.
07. September 2023
What are the investment opportunities in Emerging Markets?
07. July 2023
What is the investment outlook for the second half of the year?
15. June 2023
What are the opportunities in today’s bond market?
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.
Japan Small Caps
Japan’s small-cap corporates are unjustly an underappreciated asset class.
US Election
Trump’s return to the presidency signals a mix of opportunities for US equities but raises global economic uncertainties.
Eastspring Investments
Increase in capital expenditure, robust economic growth forecasts, and improving governance speak for EMs.
Lord Abbett
Free cash flow provides a more reliable measure of value than traditional earnings-based metrics.
Lombard Odier
“Geopolitical reshaping is among the most important factors for investors.”
