Applied philosophy

Applied philosophy

🕔17:02, 26.nov 2018

Follow the money When we try to get to the bottom of what is happening in the financial markets, we prefer to let money flows guide us to the underlying causes. We believe that the massive liquidity injection by major

Lees het volledige artikel
Green Bonds

Green Bonds

🕔13:03, 26.nov 2018

Klaar voor een basisplaats De risico- en rendementskarakteristieken van het Green Bond universum zijn vergelijkbaar met een gecombineerde portefeuille van ‘grijze’ Staats- en niet Staatsobligaties. Green Bonds hebben een vergelijkbare liquiditeit en het beleggen in Green Bonds brengt geen extra

Lees het volledige artikel
U.S. equities – a tough choice, but a good one

U.S. equities – a tough choice, but a good one

🕔13:03, 26.nov 2018

A question of perspective: U.S. equities are struggling – but are more resilient than other assets What do you think of a soccer game that ends in a brittle 1:1? It depends on your perspective. Some spectators will think they

Lees het volledige artikel
Investment directions

Investment directions

🕔11:02, 26.nov 2018

Fall 2018 Looking past political gridlock in the U.S. With the U.S. midterm elections behind us and producing widely expected results, we anticipate political gridlock but few long-term market implications for now. Instead, investors can return their focus to fundamentals.

Lees het volledige artikel
European high yield: Time to take notice?

European high yield: Time to take notice?

🕔11:02, 26.nov 2018

European high yield (HY) has been a much-overlooked asset class recently but is it time for investors to pay attention? The reach for yield from other quarters pushed European HY bond valuations, in many cases, to uncomfortably tight levels. In

Lees het volledige artikel
Still Climbing the Wall of Worry

Still Climbing the Wall of Worry

🕔11:02, 26.nov 2018

Emerging Market Debt Update Emerging markets (EM) came under pressure this week as Brexit negotiations and the Italian budget took centre stage. The Federal Reserve (Fed) kept rates on hold but reiterated its plans for further gradual increases, all but

Lees het volledige artikel
Coming up short

Coming up short

🕔11:02, 26.nov 2018

 Investment Grade Debt Update Concerns regarding slowing global growth were exacerbated by a sharp fall in oil prices, while in the UK, a wave of government resignations overshadow a Brexit deal.

Lees het volledige artikel
ESG and Market Inefficiency

ESG and Market Inefficiency

🕔11:02, 26.nov 2018

When the RBC GAM Global Equity team was formed back in 2006, we had two principles front of mind: i) that meeting our purpose of making a positive difference for clients would best be achieved through owning a portfolio of

Lees het volledige artikel
A difficult week

A difficult week

🕔11:02, 26.nov 2018

Market flash It was another difficult week with mostly the same preoccupations: – doubts on the strength of the global economy – worries over company margins – looming monetary policy normalisation – threats to global trade – concerns over a

Lees het volledige artikel
Waving goodbye to peak global growth

Waving goodbye to peak global growth

🕔11:02, 26.nov 2018

Outlook 2019  US growth is forecast to slow in 2019 to 2.3% from 2.9%, with the Fed’s hiking cycle likely to close in that year. More material slowdown looks likely in 2020, when we forecast GDP growth of 1.4% and

Lees het volledige artikel
Investment Strategy and Research Committee Allocation Views

Investment Strategy and Research Committee Allocation Views

🕔01:02, 26.nov 2018

Market Divergence Can Be Sustained…For Now The desynchronization of global growth has been expressed in a widening relative performance dispersion between markets. The extent of emerging-market underperformance during the last six months is notable, but not unprecedented. Fears of continued

Lees het volledige artikel
4Q 2018 Investment Outlook

4Q 2018 Investment Outlook

🕔01:02, 26.nov 2018

Global Market Entering into the fourth quarter, investors are likely to stay on the side lines for US equities due to our expectation of a non-event on 3Q earnings results. The mounting pressure on regulatory requirement for media and communication,

Lees het volledige artikel
Special Feature on Market Correction

Special Feature on Market Correction

🕔01:02, 26.nov 2018

Late Cycle, Not End Cycle There are clear parallels between last week’s equity market sell-off and the sell-off that began in late January. In both cases interest rates increased causing equity prices to fall which in turn capped the rise

Lees het volledige artikel
PRISM: Where We Stand

PRISM: Where We Stand

🕔01:02, 26.nov 2018

Asset Allocation  

Lees het volledige artikel

Zoek

Uitgelichte Evenementen

  1. Alpha Research – Lower for Longer

    december 3 @ 12:00 - 18:00

Asset Allocation Consensus September

Twitter

Favoring Loans and CLOs Due to Attractive Valuations -> https://t.co/BCH6GJic0E #clo #fixedincome #HighYield #Credit #fomc via @PineBridge

Small,medium,large hf: how to choose? -> https://t.co/dttCZhbzjD #size #hedgefund #alternatives via @Lyxor

BRICS Economies & Commodities in the Spotlight -> https://t.co/HBIjDTAhh2 #commodities #EmergingMarkets #BRICS #tradewar via @ABNAMROeconomen

Load More...

Zoek op datum

november 2018
M D W D V Z Z
« okt   dec »
 1234
567891011
12131415161718
19202122232425
2627282930