Insights for professional investors
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Insights for professional investors
Janus Henderson
Previous headwinds now seem to turn in favour of global small caps.
Private Credit
The private market is thriving, often creating significant value for shareholders.
BNP Paribas Asset Management
Even as market leadership changes, large US growth stocks are expected to outperform.
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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?
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.
BNP Paribas Asset Management
Even as market leadership changes, large US growth stocks are expected to outperform.
Janus Henderson
Previous headwinds now seem to turn in favour of global small caps.
Private Credit
The private market is thriving, often creating significant value for shareholders.
Muzinich & Co
European credit markets have shortened significantly since 2021.
