Podcast: Stick to your long-term investment beliefs
How tough will 2022 be for investors?
28-01-2022
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ポッドキャスト
China flexes its policy muscles – but can they still do the heavy lifting?
China’s muscle flexing to fix its problems is set to keep investors cautious until the domestic economy garners more growth.
06-01-2022
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月次アウトルック
債券アウトルック：マルチプル・シグマ・イベントの再来
債券市場全体にはいくつかのマルチプル・シグマ・イベントが見受けられます。
15-12-2021
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四半期アウトルック
Talk ’22: ‘A season for active credit managers to thrive’
With super stimulus gradually coming to an end, markets will once again be able to distinguish between good and bad credit, says Sander Bus, Co-Head of Credits.
The future of energy will be renewable, electric and efficient
The election of Joe Biden as America’s 46th President is just one more important signal that change is imminent, for energy markets and the broader economy.
03-03-2021
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インサイト
US-China conflict: the pressure intensifies on ADRs
Over the past few weeks, the US has ratcheted up its rivalry with China, with various announcements that go beyond a focus on restricting trade of goods.
27-05-2020
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インサイト
Giving China its rightful share in your portfolio
Chinese stocks are a major new investment opportunity, yet they are under-represented in most portfolios, say Laurens Swinkels and Jaap Hoek.
23-10-2019
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5ヵ年アウトルック
Five reasons for strategic allocation to China A-shares
As the A-share market opens up to investors and MSCI has taken an additional step to include A-shares, substantial capital flows are again expected to flow into China’s onshore market.
