Balansrisico’s binnen individueel Defined Contribution

Balansrisico’s binnen individueel Defined Contribution

🕔14:06, 15.feb 2019

Inleiding Individueel Defined Contribution (iDC) regelingen krijgen steeds meer aandacht. Dit zijn beschikbare premieregelingen waarbij de inleg vaststaat en het pensioen voor een belangrijk deel afhangt van het behaalde rendement op de beleggingen. Een individuele regeling klinkt misschien eenvoudig en

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Market Compass February 2019

Market Compass February 2019

🕔14:02, 15.feb 2019

Market Outlook Disappointing macro data and political uncertainties (trade war, Brexit, US government shutdown) offered little support to global markets into the new year

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A year to prepare and react

A year to prepare and react

🕔13:02, 15.feb 2019

 2019 Outlook We see increasing value in bonds and cash, especially relative to equities. US government bond yields have risen significantly over the past 12 months and, contrary to popular opinion, our assessment is that they will not rise dramatically

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Municipal bonds: great expectations for 2019

Municipal bonds: great expectations for 2019

🕔11:02, 15.feb 2019

Market Outlook 2019 Amid increased volatility and flailing equity markets, municipal bonds stood their ground in 2018. We believe 2019 is shaping up to be an even stronger year for muni bond performance.

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The Macro Report – PGIM

The Macro Report – PGIM

🕔11:02, 15.feb 2019

A delicate balance Forecasting 2019 means interpreting the interactions between economic growth, interest rates, and risky assets. Global growth is slowing. In the United States, waning fiscal stimulus measures and higher rates will trigger the pace of expansion to moderate

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Equity Outlook – PGIM

Equity Outlook – PGIM

🕔11:02, 15.feb 2019

The upside of the downturn Equity investors worldwide greeted the new year with an array of heightened concerns. A difficult fourth quarter brought volatility and annual losses for many major indexes. Among the issues that contributed to the downturn were

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Fixed Income Outlook – PGIM

Fixed Income Outlook – PGIM

🕔11:02, 15.feb 2019

Global growth outlook cools amid higher interest rates and market volatility  The outlook for global growth in 2019 has slipped because of rising real interest rates, trade tensions, and asset market volatility. The U.S. economy is likely to expand at

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Review of markets over January 2019

Review of markets over January 2019

🕔11:02, 15.feb 2019

Market review Equity markets experienced welcome respite in January, after a torrid end to 2018. Both developed and emerging market equities gained over 7% in total return terms, boosted by signals from the US Federal Reserve (Fed) that it would

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Emerging Market Debt Update

Emerging Market Debt Update

🕔11:02, 15.feb 2019

‘Patient’ – Emerging Markets Update ‘Patient’ – defined as being able to accept or tolerate delays. It is also the most important word investors heard from central banks all week as the US Federal Reserve (Fed) pronounced that “muted inflation

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Investment directions

Investment directions

🕔11:02, 15.feb 2019

SPRING 2019 Once again, spring is near, a time of growth, renewal and restoration. But with concerns over slowing growth, uncertainty around economic and earnings outlooks, and ever-present U.S.-China and European political risks, investors should be prepared for potential spring

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Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔11:02, 15.feb 2019

Global markets and multi-asset portfolios Events over the last few months have revealed similarities with 2016. In both cases, the Federal Reserve (Fed) turned dovish in the face of a slowdown in global growth and volatility in financial markets. 

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Global Macro Update

Global Macro Update

🕔11:02, 15.feb 2019

50 days from the Hell of a Hard Brexit Britain appears to be sleepwalking towards a sticky end as the Brexit cliff edge looms large. At least the outlook is brighter across the Atlantic, while a possible bottoming in China

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Economic Update

Economic Update

🕔11:02, 15.feb 2019

Growth The third and final estimate of 3Q U.S. GDP growth dipped 0.1% from the prior estimate to 3.4% q/q saar, decelerating from the 4.2% pace in 2Q. The estimate was revised down due to weaker personal consumption expenditures (PCE)

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Muni bonds start the year strong

Muni bonds start the year strong

🕔11:02, 15.feb 2019

Municipal Market Update Feb 2019 Seasonal trends and falling rates drove strong returns on munis in January. Modest issuance during a peak in reinvestment resulted in net negative supply. We expect coupon income to make up the majority of total

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Winners and Losers: The Impact of Shifting Commodity Prices on Emerging Markets

Winners and Losers: The Impact of Shifting Commodity Prices on Emerging Markets

🕔11:02, 15.feb 2019

Commodity prices trends are set to reverse Last year, agriculture, industrial metals, and precious metals were the big losers, while energy prices were strong – at least for the first three quarters. This year, however, that trend looks set to

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Zoek

Twitter

Learn why PM Mike Della Vedova says the diversification benefits of a global high yield portfolio may involve less risk than a more traditional, U.S.-focused high yield strategy. https://t.co/g8dneU9G6N

Bob Homan of @INGnl_IO, keynote speaker at the @AlphaResearchNL conference #LowerforLonger last week: “Analysts are often too enthusiastic. They should lower their expectations.” #2020outlook

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

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