US and Eurozone economies trade places

US and Eurozone economies trade places

🕔14:35, 2.okt 2018

Is the U.S. economy’s outperformance of the eurozone coming to an end? There are signs it may be. Several economic surprise indices, which measure data surprises relative to forecasts, now place the U.S. on a lower score than the eurozone

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Sociale en duurzame obligaties volgen ‘green bond’ groei

Sociale en duurzame obligaties volgen ‘green bond’ groei

🕔09:05, 2.okt 2018

Investment View In navolging van de groene obligatiemarkt laten sociale en duurzame obligaties de afgelopen jaren sterke groei zien Europa blijft de dominante markt voor groene, sociale en duurzame obligaties

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The prospects for emerging markets

The prospects for emerging markets

🕔02:07, 2.okt 2018

Global weekly commentary We see room for a further recovery in emerging market (EM) assets, particularly equities, after an unexpectedly prolonged selloff. The Fed raised rates last week, and Italy released a draft budget that was more expansionary than expected.

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Global Investment Outlook Q4

Global Investment Outlook Q4

🕔02:07, 2.okt 2018

We revisit our 2018 investment themes and take a deep dive into the prospects for emerging market (EM) assets after an unexpectedly drawn-out selloff.  EM under pressure: The EM world has been hit by a series of country-specific shocks —

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US takeaways from the Global Real Estate Bubble Index

US takeaways from the Global Real Estate Bubble Index

🕔02:02, 2.okt 2018

Regional view – United States Of the 20 global cities analyzed, none of the five US cities are considered to be in bubble territory, although San Francisco, Los Angeles, and New York all scored as overvalued. Boston scored as fairly

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End of the storm, or eye of the hurricane?

End of the storm, or eye of the hurricane?

🕔02:02, 2.okt 2018

 Regional view – Emerging Markets Despite negative developments, losses in emerging market stocks have been contained, while bonds and currencies regained ground.

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Key risks holding back Eurozone economy

Key risks holding back Eurozone economy

🕔02:02, 2.okt 2018

 Regional view – Europe "We don't expect the Eurozone economy to accelerate until key risks dissipate, but the ECB should still be able to move forward with the exit from ultra-loose monetary policy."

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Will Abe’s victory bump last?

Will Abe’s victory bump last?

🕔02:02, 2.okt 2018

Regional view – Asia Three issues in particular stand out as likely deterrents to the return of foreign investors: the proposed VAT hike in October 2019, changes to Japan's constitution and the country's trade ties with the US. 

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Investing in the face of rising rates

Investing in the face of rising rates

🕔02:02, 2.okt 2018

House View  Not much further to run for US 10-year Treasury yields. US 10-year Treasury yields reached a seven-year high of 3.11% last week, ahead of the Fed’s unanimous decision to raise rates to 2.25%. But while yields have risen

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Zoek

Asset Allocation Consensus September

Evenementen

  1. IPF – Besturen en beleggen in 2020

    december 12 @ 10:00 - 16:00
  2. CFA – Macro-economic forecast for 2020

    december 12 @ 15:30 - 19:00
  3. JP Morgan – 2020: A make or break year?

    december 12 @ 17:30 - 21:30
  4. Asset Management Kerstborrel

    december 17 @ 17:30 - 22:00
  5. Principal – Lunch Presentatie 2020 Real Estate Strategy Outlook

    16 januari 2020 @ 12:00 - 14:00

Twitter

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

Obligaties uit frontier markets keren nog wel hoge coupons uit en de default-kans is verrassend laag. "Er moet veel gebeuren om negatief te eindigen," zegt Thomas Christiansen van @UBP_Group @IEXProfs https://t.co/gDP9nspIJw

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