Japan’s decade of sustained momentum: is it here to stay?
We believe several catalysts are creating a paradigm change in the country: the shift from deflation to inflation, corporate governance reform and increased domestic flows.
ESG Viewpoint: een ‘deep dive’ in de transitie van Japan naar koolstofarm
Traject CO2-afbouw Japan gaat gepaard met de nodige uitdagingen, wat leidt tot belangrijke onzekerheid bij beleggers. Ontdek hoe wij via engagement met bedrijven die onzekerheid omgaan.
The substitution effect: AI and the labour market
As investors, we need to know how firms will manage the seismic shift that jobs markets will experience due to generative AI over the next few years and decades.
Het verdringingseffect: AI en de arbeidsmarkt
Als beleggers moeten we weten hoe bedrijven zullen omgaan met de seismische verschuiving die banenmarkten de komende jaren en decennia zullen doormaken als gevolg van generatieve AI.
With macro risks elevated it’s all about stock selection
There are plenty of macro drivers that will create equity volatility in 2024. To succeed, investors will need to maintain a resilient portfolio.
Balancing uncertainty and optimism
The slowdown we are all expecting keeps being put off, but how severe will it be when it eventually shows up?
European smaller companies outlook
Valuations are increasingly attractive, supporting the case for renewed outperformance of small cap stocks.
European smaller companies outlook
Valuations are increasingly attractive, supporting the case for renewed outperformance of small cap stocks.
‘Higher for longer’ rates will curb inflation, so quality is the way to go
Interest rates are at or close to a peak, but will remain higher for longer. Recession in the US remains likely, much more so than in Europe. We think European equities may once again outperform the US.
Gezondheid en welzijn – langer en gezonder leven
Een eeuw lang maakte de levensverwachting flinke sprongen, maar nu vlakt de stijging af. Hoe komt dat? En welke bedrijven kunnen deze trend omkeren?