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Storebrand & SKAGEN
Yesterday
Stock market concentration: a SKAGEN perspective
As a dwindling number of stocks drive global equity returns, what are the implications for markets…
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RBC BlueBay Asset Management
November 19, 2024
RBC BlueBay - Trump 2.0: the themes driving EM Debt
We discuss why emerging markets reacted as expected to Trump’s stunning win.
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Capital Group
November 18, 2024
Capital Group | Has stock market concentration reached a tipping point?
Hyperconcentration in the US stock market may be nearing a peak.
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Invesco
November 18, 2024
Invesco - Annual Investment Outlook 2025 - 4 December, 2024
Our experts will discuss the state of the global economy; our outlooks for equities, fixed income...
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Storebrand & SKAGEN
November 18, 2024
A tale of two markets
On a recent trip to China and India, we were struck by the stark contrast between the two economies…
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Storebrand & SKAGEN
November 14, 2024
SKAGEN m2: More gain, less pain for global listed real estate?
With many property markets improving and delivering positive returns in 2024, investors are…
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Invesco
November 7, 2024
Invesco Global Systematic Investing Study 2024
Explore the rapidly advancing systematic investing space.
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Storebrand & SKAGEN
November 5, 2024
SKAGEN Focus: Is the outlook brighter for small and mid-cap companies?
Bargain prices and an improving economic environment look favourable for smaller companies to…
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Van Lanschot Kempen Investment Management
November 5, 2024
Global dividend yields are falling - but not if you know where to look
The Global Dividend category, a well-established segment of over 50 funds focused on dividend…
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Capital Group
October 31, 2024
Capital Group | Welcome to the Benjamin Button economy
In the 2008 film, The Curious Case of Benjamin Button, the title character played by Brad Pitt ages...
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Storebrand & SKAGEN
October 29, 2024
Double whammy: Decarbonisation and de-risking in developing economies
Equity and the principle of “common but differentiated responsibilities.., in the light of different…
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Banque de Luxembourg Investments
October 24, 2024
Perspectives Q4/2024
Every quarter, our fund managers analyse trends in the global economy and financial markets. Read...
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Schroders
Storebrand & SKAGEN
Van Lanschot Kempen Investment Management
