Expect the bumpy journey to continue

L & G
Door juli 12, 2018 15:04

Expect the bumpy journey to continue

CIO Investment Outlook

Investors have been buffeted by a large number of negative headlines in 2018. We remain of the view that tightening global liquidity conditions are likely to exacerbate market volatility. 

As we highlighted in our year ahead outlook, Figure 1 is the key chart for the year, describing how investors like us would switch from having $300bn of fresh quantitative easing-funded (QE) capital to deploy in 2017 to having to fnd $700bn to absorb the net government bond issuance in 2018. As well as this one trillion dollar liquidity shift, we also highlighted risks posed by stretched market valuations. 

L & G
Door juli 12, 2018 15:04

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Asset Allocation Consensus Juli

Evenementen

  1. IPFOS – Bestuurders Conferentie 2019

    september 5 @ 14:00 - 18:00
  2. Invesco & Schroders – Real Assets & Energy Transition

    september 10 @ 09:30 - 13:00
  3. Candriam – Sustainbale Investment Conference

    september 12 @ 13:30 - 20:30
  4. ACTIAM – ACTIAM Academy

    september 17 @ 09:30 - 13:00
  5. Markets Group – 3rd Benelux Institutional Forum

    september 26 @ 07:30 - 18:00

Twitter

Currencies: Us Dollar Bar For Us Fx Intervention Remains High -> https://t.co/2ny01nTS55 #currency #China #tradewar via @PictetWM @PictetAM_NL

Long-term Equity Investments under Solvency II -> https://t.co/MDJWukfKfB #solvency2 #equity #europeancommission via @DWS_Group

Blitzscale and Hope: Unicorns, IPOs and the Fear of Repeating the Late 1990s -> https://t.co/N6TXHvJWCS #unicorns #IPO via @epochinvest

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