Insights for professional investors
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Insights for professional investors
Investment Research - so you are well informed
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.
Insight Investment
A multi-sector strategy helps capture the most attractive opportunities as they arise.
RBC BlueBay
A high conviction, total return approach produces the best results in the unconstrained emerging markets debt space.
Union Bancaire Privée
Europe is entering a new phase with the potential to reshape its economic trajectory.
PineBridge Investments
Inefficiently priced credit risk and the over-the-counter market structure have benefited active investors.
Schroders
Latin America might see a potential shift to centrist politics with market-friendly administrations, restoring investor confidence.
Monetary Policy
The Fed remained on hold by keeping interest rates steady.
Robeco
How can sustainable investors justify selective defence exposure amid rising geopolitical tensions and ESG scrutiny?
Van Lanschot Kempen
Keeping the balance between the demand for land and the protection of natural capital is crucial for a sustainable future.
