Insights for professional investors
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Insights for professional investors
Global Trade
The USA itself will be the victim of Trump’s trade policy.
Macquarie
Economic reforms, strong demographics, and fiscal prudence are creating long-term investment opportunities in the Philippines.
Morgan Stanley
This year is about delivering next-gen tech to customers—winners will embed AI holistically to create standout user experiences.
JPMorgan Asset Management
The economic and political tides have shifted and benchmarks are no longer ‘simple diversified access to markets’.
DNB Asset Management
As AI booms, its massive water use is drawing attention—posing long-term challenges for sustainability.
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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?
Private Debt
What makes the combination of private debt and real assets particularly compelling in today’s market?
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.
Morgan Stanley
This year is about delivering next-gen tech to customers—winners will embed AI holistically to create standout user experiences.
Global Trade
The USA itself will be the victim of Trump’s trade policy.
Macquarie
Economic reforms, strong demographics, and fiscal prudence are creating long-term investment opportunities in the Philippines.
JPMorgan Asset Management
The economic and political tides have shifted and benchmarks are no longer ‘simple diversified access to markets’.
