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Lyxor
By April 10, 2018 05:15

Looking for diversifying strategies?

The Weekly Brief

Amid mixed economic prints, confusion intensified this week with multiple gyrations in the tech sector and the release of detailed tariff threats on both U.S. and Chinese sides. Hedge Funds, about flat, remained resilient, though CTAs and FI Arbitrage underperformed. In perspective, we see markets transitioning from goldilocks to late cycle. We still favor equities over bonds but risks are building up. At a time when the macro momentum is peaking, monetary normalization is accelerating and concerns about protectionism are intensifying. Meanwhile, the pulse in European and Japanese reforms is yet to materialize and could be slowed by politics. 

Lyxor
By April 10, 2018 05:15

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  1. Equity investing for the long-term

    May 22 @ 13:00 - 17:00

Asset Allocation Consensus May

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Join the presentations of Geoffrey Lebeau @NordeaAM, Andrew Harvie @CTinvest_EMEA and Luc Simoncini @kamescapital @aegonam on #longtermequities @AlphaResearchNL seminar tomorrow in NL https://t.co/n3kW4H3n5L and on Wednesday in BE https://t.co/PqeYInza5g

Op 21 mei is het 'Long-term Equities' seminar van Alpha Research. Een van de thema's is: 'New leaders'. Hier zal Luc Simoncini van Aegon Asset Management over spreken. Meld je hier aan: https://t.co/LhX3FIk1jl

Specialisten van Columbia Threadneedle Investments, Nordea Asset Management en Aegon Asset Management zullen spreken op het seminar van Alpha Research over 'Long-term Equities' op 21 mei in het Rosarium. Meld je hier aan: https://t.co/LhX3FIk1jl #equities

Crypto-Assets: Implications for financial stability, monetary policy, and payments and market infrastructures -> https://t.co/Hbgo2dffML via @ecb #cryptocurrency #cryptoanalytics #bitcoin #blockchain #centralbank

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