Outlook and commentary

Marktupdates

Filters
    Filteren op Onderwerp
    • Beleggingscategorie: Aandelen
    • Beleggingscategorie: Multi-Asset
    • Beleggingscategorie: Particuliere markten
    • Beleggingscategorie: Vastrentende waarden
    • Beleggingsthema: Disruptie
    • Beleggingsthema: Duurzaamheid / ESG
    • Beleggingsthema: Rente
    • Beleggingsthema: Transformeren infrastructuur
    • China
    • House View & Outlooks
    • Macro
    • Alles wissen
    Filteren op Zoeken:
      Filteren op Onderwerp:
        Filteren op Auteur:

          The Sustainability Debrief

          Matt Christensen, our Global Head of Sustainable and Impact Investing, shares his five themes for 2025 in the first of a new video series.

          Meer informatie

          door Matt Christensen | 23/01/2025

          External Video Content

          This video is loaded through YouTube. Google is collecting information about your interaction with this video by using cookies and may use this for targeting their offers. Please accept cookies in order to show the video.

          Navigating Rates

          Breaking the barbell: a return to more active diversification?

          The “barbell” portfolio, made up of a big US equity allocation and a big cash allocation, is widespread. But is it due a rethink?

          Meer informatie

          Navigating Rates

          Gold: a glittering future?

          The dynamics of the gold market are changing. The factors that have historically supported the yellow metal are fading as a new set of influences emerges. What hasn’t changed, in our view, is the strategic value that gold can bring to portfolios.

          Meer informatie

          Navigating Rates

          Bullish outlook for EM debt in 2025 – but mind the volatility

          Investors in emerging market (EM) debt may face challenges in 2025, but we expect a year of opportunities for those who can look beyond the volatility.

          Meer informatie

          door Carlos Carranza | 17/01/2025

          Transforming Infrastructure

          How infrastructure investors can navigate the secondaries market

          While secondaries have long been commonplace in the private equity sector, the secondary market in infrastructure equity is still in its early days but evolving rapidly.

          Meer informatie

          House View Q1 2025: Fresh thinking

          We focus on Donald Trump’s return to the White House as a game-changer for the US economy and markets. Fresh thinking and broader diversification are advisable as economies diverge in growth, inflation and interest rates.

          Meer informatie

          09/01/2025

          Navigating Rates

          Does geopolitics matter for markets?

          Wars in Ukraine and the Middle East have raised geopolitical tensions to their highest level in years. But how much do geopolitics impact markets? We analysed 28 historical events and identified three findings that may help to navigate geopolitical risks.

          Meer informatie

          door Stefan Hofrichter, CFA | 06/01/2025

          Achieving Sustainability

          Sustainable investing in 2025: five themes to watch

          After a year dominated by elections, 2025 will be framed by the aftershocks. We explore five topics that will influence sustainable investing in 2025.

          Meer informatie

          door Matt Christensen | 04/12/2024

          Navigating Rates

          What could higher tariffs mean for trade finance?

          Higher tariffs planned by Donald Trump against China, Mexico and other big trading partners could shake up global trade patterns. But we think trade finance can adapt to a more protectionist global landscape as businesses continue to need financing for domestic and cross-border deals.

          Meer informatie

          door Mike McGill | 03/12/2024

          Meer weergeven