Active opportunity knocks II

Active opportunity knocks II

🕔15:11, 30.mrt 2018

Investment insights Broadening array of outcomes for key macroeconomic variables, gradual removal of monetary policy support suggest higher volatility regime is likely to persist across asset classes We see the same drivers supporting and sustaining higher return dispersion within equity

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Hoe lang blijft de lage lange rente nog laag?

Hoe lang blijft de lage lange rente nog laag?

🕔15:08, 30.mrt 2018

Wat is normaal? Een goede vraag, zeker in deze tijd waarin veel beleggers gewend zijn geraakt aan ‘the new normal’: de huidige toestand in de financiële wereld met een relatief lage economische groei in combinatie met lage rentes en een

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Global Fixed Income Study 2018

Global Fixed Income Study 2018

🕔15:08, 30.mrt 2018

Introduction Welcome to the inaugural Invesco Global Fixed Income Study. This study adds a new element to our investor-focused thought leadership series, which we initiated over five years ago with our Global Sovereign Asset Management Study, the authoritative view of

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Financial stability risk update

Financial stability risk update

🕔15:04, 30.mrt 2018

Key points In terms of our financial stability indicators for the US and the Eurozone, we have found that risks are moderate overall, and stable, compared to six months ago albeit relatively higher in the US. Unsurprisingly, the US exhibits

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Stay on course, despite looming noise

Stay on course, despite looming noise

🕔15:04, 30.mrt 2018

Global Investment Views While still benefitting from a global synchronised growth outlook (likely peaking), financial markets are getting nervous, experiencing the fatigue of a more mature phase with new sources of volatility arising. For the future, it will be key

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Building the right defense in equities

Building the right defense in equities

🕔13:05, 30.mrt 2018

Global Equity Outlook Traditional high-dividend stocks could do more harm than good in an environment of higher rates and inflation. They have underperformed broad indexes year-todate and are vulnerable to rate moves. Minimum-volatility (min-vol) strategies suffered a similar fate, suggesting

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Pension funding: And so, what about us innovating?

Pension funding: And so, what about us innovating?

🕔06:12, 30.mrt 2018

Opinion piece by Lionel Paquin on the funding of our pensions  Although it has garnered less media attention than the likes of the labour, tax or rail reforms, it promises to be one of the biggest challenges for France in

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Upsurge In Complex Mergers And Acquisitions Bodes Well For Merger Arbitrage

Upsurge In Complex Mergers And Acquisitions Bodes Well For Merger Arbitrage

🕔06:12, 30.mrt 2018

Lyxor Alternative Ucits The new US tax code has triggered an upsurge in complex mergers and acquisitions («M&A») creating a strong outlook for research-intensive merger arbitrage strategies, explains TIG Advisors, LLC’s («TIG») Drew Figdor.

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Twitter

Learn why PM Mike Della Vedova says the diversification benefits of a global high yield portfolio may involve less risk than a more traditional, U.S.-focused high yield strategy. https://t.co/g8dneU9G6N

Bob Homan of @INGnl_IO, keynote speaker at the @AlphaResearchNL conference #LowerforLonger last week: “Analysts are often too enthusiastic. They should lower their expectations.” #2020outlook

Our conference #UBPInvestmentOutlook had a full house in London last week! Our experts shared their 2020 outlook for the global economy and more specifically for the UK. Thank you all for coming!

Zal zijn laatste woorden aan mij nooit vergeten. Over woorden gesproken: toen ik Volcker de eerste keer ontmoette, was zijn eerste vraag:"Hoe is het met Andre Szász?" Ik had 15 minuten met hem. Het werd 1,5 uur! Er was een klik. RIP

De Asset Allocatie Awards komen er weer aan! Nominaties komen deze week, winnaars op 4 februari 2020... Hier een sfeer inpressie van vorig jaar -> https://t.co/c36HWpyGVx

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