RBC BlueBay: The death of the dollar…and the rise of EM local
Can EM local currencies benefit from the decline of the dollar?
PGIM Investments: Groei vinden te midden van sentimentverschuivingen
In deze dynamische omgeving geeft Mark Baribeau zijn visie op groeibeleggen en belicht hij belangrijke seculiere trends die ondanks de aanhoudende onzekerheid aantrekkelijke kansen kunnen bieden.
CM-AM Convictions Funds Range for Supporting the Growth of Value-Creating Companies
Equity markets are undergoing a period of significant transformation, driven by changing monetary policies, persistent geopolitical tensions, and evolving economic conditions.
Return of mercantilism: what are the impacts for the debt markets?
Mercantilism, an economic doctrine that reached its apogee in 19th-century United States, is returning to the forefront as the new Trump administration rapidly rolls out protectionist economic and industrial policies.
RBC BlueBay: Making Conclave Great Again
Uneasy calm in the US, new problems for risky assets on the way.
Markets buoyed by news on trade talks and the Fed chair
Two weeks ago, the 2025 roller coaster surged as Trump confirmed he never planned to fire Fed Chair Powell, Treasury Secretary Bessent eased China tariffs, and Musk announced he'd step back from the Department of Government Efficiency (DOGE)...
RBC BlueBay: Are markets bringing Trump to heel?
The president has retreated but he could advance again!
Optimizing your allocation through exposure to the gold theme
The gold market has risen sharply since the start of 2025, driven by favorable economic and political risks (inflation, geopolitical uncertainty, Trump’s return to power, massive central bank and investor buying, etc.)
AI helpt obligatiebeleggers liquiditeit te voorspellen
Kunstmatige intelligentie staat op het punt een doorbraak te forceren in de wereld van vastrentende waarden. Dankzij nieuwe AI-tools kunnen beleggers de liquiditeit op de obligatiemarkt beter begrijpen én voorspellen. Voor actieve beheerders en institutionele beleggers die snel willen schakelen kan dat van groot belang zijn.