Investment Officer Netherlands

How many pairs of jeans do you own? Did you buy them new, or did you go to a second-hand store to get them?

Jennison Associates benadrukt hoe groeiaandelen vaak beter presteren bij bescheiden groei en deelt zijn beproefde aanpak om bedrijven te vinden die zelfs bij toenemende macro-economische uitdagingen op koers liggen voor duurzaam succes.

Trump piles pressure on Powell, bond market already priced in new Fed chair.

Obligaties bieden niet alleen een buffer tegen de huidige onzekerheid op de aandelenmarkten, maar historische parallellen tussen startrendementen en waarderingen wijzen erop dat obligaties de komende jaren beter zouden kunnen presteren dan aandelen.

How can investors add value and pursue rewards?

Explore our investment philosophy and how we seek out the best investments on your behalf. Our decision-makers offer clear and concise insights in a series of short video explainers. Investment Specialist Diana Philip explains why asking companies the right questions is the most powerful investment tool.

US budget bill increases pressure on Fed chief Powell.

The US administration's tariff policy is generating the first signs of an economic slowdown, although a major weakening in global growth is still absent, note Guy Wagner and his team in their latest monthly market report "Highlights".

For the first half of 2025, shifting policies and trade dynamics have stirred market uncertainty. But amidst turmoil comes opportunity. Discover what’s ahead for the rest of the year.

CM-AM Convictions Euro is an actively managed, high-conviction fund managed on a discretionary basis that targets estimated value-creating companies in Europe.
It is aligned with four transformative mega trends that shape our future.