
PGIM: How secular trends redefine emerging markets
Emerging markets used to be the production house of the world, but that’s an old story. Today they rank among the most innovative countries. According to Raj Shant, managing director and portfolio spe...
9 Kesä 202128min

Podcast avec Etienne de Callataÿ (Orcadia Asset Management)
Dans ce podcast avec Etienne de Callataÿ, fondateur et CEO d'Orcadia Asset Management au Luxembourg, nous parlons politique monétaire, allocation d'actifs et perspectives budgettaires. Investment Offi...
7 Kesä 202129min

Mirova: The EU Green Deal as a multi-headed investment opportunity
The European Green Deal acts as a catalyst for some key sustainable trends, which come together in the Mirova Europe Environmental Equity strategy. The investable universe consists of mainly European ...
4 Kesä 202118min

Capital Group: Diversification through diversity with multi-asset
Multi-asset investment is more than than a well-diversified portfolio. Diversity as a source of diversification: that is the motto of Capital Group with regards to multi-asset investing. Each multi-as...
3 Kesä 202124min

BMO GAM: ESG from a multi-asset perspective
The alphabet soup of sustainable investment approaches, ranging from excluding sectors to impact investing could confuse multi-asset investors in search of a clear story and consistent ESG-reporting. ...
3 Kesä 202118min

BNP Paribas AM: The investment opportunity called inclusive growth
Growing income inequality within developed countries is polarizing, eroding the workforce and threatening economic growth. Investing in companies that promote inclusive growth is the way to break this...
3 Kesä 202116min

BlackRock: How sustainability is evolving in passive portfolios
Sustainable index funds and ETFs were increasingly embraced by investors in 2020. BlackRock expects this trend to accelerate in 2021 due to current market dynamics and legislative and regulatory tailw...
3 Kesä 202115min

Pictet AM: Clean energy is monumental investment opportunity
Investments in "clean energy" are really gaining momentum now. It's not just the production of renewable energy that needs to be invested in; the entire energy system needs to be overhauled. In this p...
3 Kesä 202116min



















