Michael Hughes, GuardCap Asset Management Limited en Andrew Harvie, Columbia Threadneedle Investments geven ons een blik in de keuken van twee geconcentreerde portefeuilles. Het Global Focus Fonds van Columbia Threadneedle bestaat uit ongeveer 50 namen en GuardCap uit 25 individuele
Op dinsdag 12 april organiseert Alpha Research in samenwerking met IEXProfs het webinar: ‘When will China be a developed market? China and Emerging Markets: 2022 new perspectives‘. Vanuit de Stark Narrative studio te Amsterdam gaan Eelco Ubbels RBA, directeur/oprichter van
The automotive industry is undergoing a transformation. Global demand for Electric Vehicles (EVs) is accelerating, particularly across Europe and China, at the same time as emission-based policies are introduced. Both are likely to be positive for EV pricing and profitability
Webinar – China: de ruwe diamant polijsten China’s snelle binnenlandse en geopolitieke ontwikkelingen en de ruwe diamant van beleggingskansen, verdienen aandacht van beleggers. Tegelijkertijd is China echter nog steeds ondervertegenwoordigd in indices, kent het een volatiele interne markt en de
Webinar – Europe Equity Growth & Global Equity Growth ‘Resilience’ is a word that resonates even more with equity investors, especially after a year like 2020. Allianz Global Investors’ Equity Growth franchise follows an investment approach of selecting high quality
Webinar – Impact beleggen Een samenwerking tussen ABN AMRO bank en Aegon Asset Management toegelicht Als onderdeel van ons strategisch partnership met Fondsnieuws organiseren wij een webinar over impact beleggen. Vroeger was er een scheiding tussen traditioneel beleggen voor financieel
Webinar – Frontier Debt Markets Frontier debt has grown significantly over the past decade and now warrants serious consideration as a dedicated allocation in the portfolios of investors. Frontier markets offer an attractive investment opportunity for a number of reasons.
Webinar – 2021 Global Credit Outlook with Justin Gerbereux Not since the Global Financial Crisis have corporate bond investors faced such a rollercoaster of selloffs and rallies, not to mention a wave of ‘fallen angels’ and credit defaults. As we
#48 + #49 Before we look at the past two weeks, let’s take a quick look at upcoming webinars. Tomorrow, T. Rowe Price hosts an outlook webinar “Global Market Outlook: Managing to the Other Side” (9 December, 5 pm CEST).
Webinar – Understanding the EU Taxonomy – Investment Academy Virtual Training Join us for a 60-minute live webcast with Helena Vines Fiestas, Deputy Head of Sustainability & Global Head of Stewardship and Policy at BNP Paribas Asset Management (BNPP AM).
Investment Outlook 2021 – Legacy of the Lockdowns TAKEAWAYS The global economy faced a crisis of unprecedented magnitude following the coronavirus pandemic lockdowns. A sharp global contraction in early 2020, and possible renewed dip in Europe in the fourth
Webinar – A Brave New World Many activities are on hold and the world is changing irreversibly, but at UBP we adapt and keep looking ahead, so we are pleased to invite you to our annual Investment Outlook event, which
#47 Tomorrow our event calendar is filled with five webinars! If you have spare time tomorrow, don’t miss out on an interesting session. Furthermore, next week December starts and this month has lots of interesting webinars as well. For example,
Webinar – The Great Instability: Inflation – past, present and future We are delighted to invite you to the next episode in our Great Instability virtual event series. On 19th November we will be tackling Inflation – past, present and
Webinar – Global corporate bonds: a time for selectivity and stringent credit analysis Global credit markets have recovered strongly since the peak of the sell-off experienced in March. With credit spreads having tightened considerably since then, how attractive are the
Will 2021 be a Year that takes off for Income Investing? This has been a tough year for income investors. Around the world, record low interest rates and quantitative easing have led to low bond yields, while equity dividends have
#45 November is filled with webinars. This week, you’ve got a lot to choose from. On Wednesday, Capital Group hosts a webinar “Are disruptors the next generation of defensive stocks?” and T. Rowe Price hosts a webinar “US Election 2020
Webinar – Our Planet: Too Big to Fail? Impact Event If you haven’t already, I highly recommend that you watch this very interesting short film: “Based on the success of Our Planet: Our Business and the Our Planet series, WWF
#43 Before two interesting research papers are higlighted, we’d like to suggest two interesting webinars that are held this week. Tomorrow, 27 October, T. Rowe Price hosts a webinar called ‘Beleggen in Chinese aandelen‘. This Thursday, 29 October, Aegon AM
Webinar – New world, new challenges: Rethinking the investment landscape 2020 has been a year like no other. A global health crisis, as yet without an end in sight, that has transformed the world and is accelerating change across societies.
Webinar – Trump and the positive test – what next in the race for the White House? The news that US President Donald Trump has tested positive for the Coronavirus just weeks before the Presidential elections, has thrown the Presidential
#40 Before we show you research-highlights of this week, let’s see what webinars you do not want to miss! On Wednesday 7 October, T. Rowe Price hosts a webinar called “What will a new era bring for Japan” and BNP
Webinar – Long Term Outlook Webinar We are looking forward to welcoming you on Friday 2 October for our next virtual event with Olaf van den Heuvel, CIO Aegon Asset Management NL and Frank Meijer, Head of Alternative Fixed Income.
Webinar – Transitioning to a Low Carbon Economy A complimentary webinar during Climate Week Join us for an essential discussion on the energy transition, including the challenges that many industries and economies face in transitioning to a low carbon economy.
Webinar – Sustainable Investing in Fixed Income Portfolios What do I need to know? Recently investors have been looking into how sustainable investing can be incorporated into Fixed Income asset allocations. However, there has not always been clear definition of
#36 It was a bit quiet in webinar-world the past month, but this month our calendar is quite busy again. For example, next week Capital Group hosts a webinar called “10 investment themes for the next 10 years“. The week
Webinar – Morning Espresso Our guest speaker on 26th August: Join us for a lively discussion with Nils Bolmstrand, CEO of Nordea Asset Management (NAM). During the interview, Nils will talk about how NAM is navigating the Covid-19 crisis and why
Webinar – Asset Allocation Insights & Investment Views in Just 30 Minutes Portfolio Ideas with Wouter Sturkenboom & Guest Investment Expert A new era of volatility means investors must search for ways to achieve their portfolio objectives. To help you
Webinar – Morning Espresso Join us every Wednesday at 10:00 (CEST) for your Morning Espresso. Every week we will invite a special guest from one of our flagship solutions for a short interview. The focus will be on a range
Webinar – Gold: The Safe Haven Window Remains Open Potential systemic risks remain as uncertainty surrounds the long-term health of the global markets. The confluence of the effects of the ongoing pandemic coupled with social and political unrest only places
Webinar – New Economy Capital Group New Economy – designed to capture growth and innovation Capital Group’s New Economy strategy, launched in 1983, was designed to capture growth by investing in companies that can benefit from innovation, exploit new technologies
#28 A variety of webinars were hosted this past week and next week a few interesting are coming up. Therefore, before we tell you the best read research of week 28, we will highlight two webinars. Last Thursday, Eurizon AM
Webinar – Morning Espresso Join us for a lively discussion with Joseph Cantwell, Co-Head of the Global Fixed Income Group at MacKay Shields, PM of Nordea’s US Corporate Bond Strategy. He will discuss how the unprecedented move by the Fed to support
Webinar – Investing in Gender Diversity – An Introduction At Lazard, we are seeing more investors wanting to allocate capital according to their personal core values. Gender diversity is one of those values. The Lazard Minerva Gender Diversity strategy seeks
Webinar – The Great Instability BNP Paribas Asset Management are delighted to invite you to the opening episode of our Investigator conference series. This event takes our Investigator series into a virtual environment where you can watch, listen and participate
Webinar – Wijzer uit de crisis Welke inzichten heeft de coronacrisis pensioenfondsen gebracht? Financiële markten gingen alle kanten op. Toch bleven veel pensioenfondsen vasthouden aan hun langetermijn beleggingsbeleid. Hoe voor de hand liggend was dat? De stabiliteit op financiële markten
Webinar – The future of the travel & leisure sector: the analyst view From the oil shock to the development of COVID treatments, we‘ll go deep on key industries and sectors to find out how they may fare through the
Live – Spreiding in tijden van crisis De coronacrisis stelt pensioenfondsen voor buitengewoon lastige vragen. Pensioen Pro gaat op zoek naar antwoorden in een serie interactieve live-uitzendingen. U kijkt vanuit huis (of kantoor) mee en u kunt direct reageren en
Webinar – Junior subordinated debt markets We nodigen je uit voor een live video webinar met Spectrum Asset Management betreffende de junior capital securities markt. Dit onderdeel van de fixed income universe – inclusief CoCos en preferred securities – heeft
Webinar – Mid-year outlook 2020 digital event: How will the recovery take shape? Mid-year outlook 2020 How will the recovery take shape? D A T E Tuesday 30 June 2020, 10.30 – 11.30 A G E N D A
Webinar – The global economy at the crossroads Investment Outlook We are pleased to invite you to UBP’s webinar “Investment Outlook 2020 Reset”. Our investment experts will share their convictions on ways to protect assets against the fallout of the
Webinar – Impact COVID-19 op Emerging en Frontier markten Maandag 29 juni a.s. organiseert TCM Investment Funds het webinar “Impact COVID-19 op Emerging en Frontier markten”. Hiervoor nodigen wij u van harte uit. Fundmanagers Wytze Riemersma en Marco Balk praten
#25 + 26 This blogpost will cover the top five of the past two weeks. But first, let’s highlight a few webinars! Tuesday next week J.P. Morgan AM will host a mid-year outlook ‘How will the recovery take place?‘. The
Webinar – ‘In control’ zijn of komen? Welke inzichten heeft de coronacrisis pensioenfondsen gebracht? De crisisprocedures en -draaiboeken lagen klaar, maar toch was het alle hens aan dek om in control te blijven. Welke analyse kunnen we maken om blijvend
Webinar – Investing using the Planetary Boundaries framework Environmental or ‘green’ investing has gained ground in recent years. However, a persistent challenge has been actively quantifying the impact of a portfolio’s investments on the environment. One solution to this problem is the
Webinar – The global economy at the crossroads Investment Outlook We are pleased to invite you to UBP’s webinar “Investment Outlook 2020 Reset”. Our investment experts will share their convictions on ways to protect assets against the fallout of the
Webinar – Green Bonds: What happens to green when markets turn mean? The recent bond market sell-off caused by the Covid19 pandemic revealed that Green Bonds held up remarkably well with just half of the losses versus the broader corporate
Webinar – COP26: Sustainable Recovery & investor collaboration on Covid-19 recovery We would like to invite you to a London Stock Exchange Group and PRI online event series which aim to build momentum ahead of COP26 that will now take place in
Webinar – Long-Term Equity Investing in Volatile Markets Join Alex Morozov, Morningstar’s Head of the European Equity research team, as he provides broad assessment of equities’ long-term attractiveness in a highly uncertain world as well as an overview of Morningstar
Webinar – Long-Term Equity Investing in Volatile Markets Join Alex Morozov, Morningstar’s Head of the European Equity research team, as he provides broad assessment of equities’ long-term attractiveness in a highly uncertain world as well as an overview of Morningstar
