For institutional investors in the Netherlands

Global Perspectives

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.

Decarbonisation in EM Index

Perspectives and insights on Mexico, Central America and the Caribbean, and South America.

Alternative Perspectives

Insight from our alternatives team to help clients navigate the markets and opportunities ahead.

Sovereign Debt Index

A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.

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Investing in the metaverse – separating hype from reality

Investing in the metaverse – separating hype from reality

The metaverse represents the next major evolution in computing. But where are the real wins occurring?

Multi-asset outlook Q2 2022 – This is going to hurt

Multi-asset outlook Q2 2022 – This is going to hurt

Paul O’Connor discusses the looming likelihood of recession in the near future.

An opportunity from dispersion in Europe?

An opportunity from dispersion in Europe?

While the ECB is focused on gradually pressing the brakes to tame inflation, its exit from quantitative easing will continue to shape credit markets and create opportunities and risks for investors.

Opportunities expand as emerging markets evolve

Opportunities expand as emerging markets evolve

How the war in Ukraine has impacted emerging markets (EM) and where we see potential opportunities.

An Altered Investment Backdrop for U.S. Growth Equities

An Altered Investment Backdrop for U.S. Growth Equities

Understanding what an altered investment environment means for U.S. growth equities.

Taking the Long View on Market Volatility

Taking the Long View on Market Volatility

With easy monetary policies ending in developed economies, fundamentals become especially important for investors.

ESG and sustainable investing: navigating adverse weather systems

ESG and sustainable investing: navigating adverse weather systems

Conditions have been challenging for ESG investing this year – but does the long-term thesis remain intact?

Global property: durable cash flows more important than ever

Global property: durable cash flows more important than ever

Pricing power in real estate is a key differentiator in uncertain times.

The investment ramifications of a multipolar world

The investment ramifications of a multipolar world

While the push toward globalization lifted nearly all emerging markets 20 years ago, increased localization will likely result in a dispersion of outcomes based on unique country factors.

Inflation’s nuanced impact on innovation in emerging markets

Inflation’s nuanced impact on innovation in emerging markets

Inflation and policy tightening is causing innovative emerging market companies to shift priorities.

Global Perspectives: Opportunities from ESG headwinds

Global Perspectives: Opportunities from ESG headwinds

How energy price inflation is helping to accelerate the adoption of companies providing sustainable solutions.

The case for Europe
Investment Viewpoints

The case for Europe

Find out why we believe this cycle will be different for European equities.