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19 mei 2025
Multi-Asset
Multi asset
Macro Perspectives: What now after the recovery in equity markets?
Despite the recovery in equities, the US dollar is weaker and US Treasury yields have increased.
27 oktober 2023
Alternatieve beleggingsfondsen
Alternatives
Rising incomes: what are the outcomes for global residential rents?
We look at the correlation between disposable household incomes in Europe and the US and housing rents, why the market is like it is, and what it means for investors.
Watch time - 6 min
30 juni 2022
Investment Trust
Patron saints and purple reigns
Covid has accelerated structural trends that were already latent in the consciousness
Read time - 6 min