Investment Outlook: September 2018

OpinioPro Selection
Door november 30, 2018 01:02

Investment Outlook: September 2018

Introduction

 In the last two issues of Investment Outlook, we have emphasised that we are in the latter part of the economic cycle. We expected this to result in greater instability and less risk tolerance among investors, yet we maintained our recommendation to stay overweight in equities and corporate bonds. During the summer , risk appetite initiall y f ell and later r ose. Since J anuary 2 018, investors have successively reallocated their portfolios towards a larger element of defensive assets. This trend has unfolded gradually and in orderly fashion, unlik e the mor e dr amatic f all in risk appetite in late 2 015 and earl y 2 016. 

 

OpinioPro Selection
Door november 30, 2018 01:02

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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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