H2O: De witte raaf onder de actieve obligatiebeleggers

H2O: De witte raaf onder de actieve obligatiebeleggers

🕔17:02, 20.feb 2019

De Federal Reserve (Fed) is nog niet klaar met het verhogen van de rente en de groei in China koelt verder af. Dus komt het voor obligatiebeleggers voor een belangrijk deel aan op landenselectie. Mexico is in dat opzicht nu

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Economic situation and outlook

Economic situation and outlook

🕔13:31, 20.feb 2019

Interest rates: We continue to expect [the key ECB interest rates] to remain at their present levels at least through the summer of 2019… Reinvestments: We intend to continue reinvesting, in full, the principal payments from maturing securities purchased under

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US Real Estate

US Real Estate

🕔13:08, 20.feb 2019

We expect the Base Case to be the most likely outcome. In a quick summary of the Base Case assumptions, positive Gross Domestic Product (GDP) growth, a strong labor market and moderate inflation persist. Interest rates move up gradually, leaving

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Sugar in 2019: Current state of play

Sugar in 2019: Current state of play

🕔13:07, 20.feb 2019

Sugar has become an increasingly important driver of the food and beverage industry since we first explored the topic in 2015. The health impacts are clearly worrying, which is translating into increased regulatory attention and consumer awareness of sugar content.

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Mifid II: One year on

Mifid II: One year on

🕔13:02, 20.feb 2019

The European financial services industry underwent its biggest regulatory overhaul in more than a decade with the introduction of the revised Markets in Financial Instruments Directive (MiFID II) on 3 January 2018. The legislative package introduced significant changes to investment

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Global outlook summary

Global outlook summary

🕔13:02, 20.feb 2019

The global information and communications technology (ICT) system is at risk of splintering into US- and Chinese-led spheres of influence. Currently, the US and China are engaged in negotiations in an effort to avoid a further escalation in the trade

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Capital Market Assumptions for Major Asset Classes

Capital Market Assumptions for Major Asset Classes

🕔13:02, 20.feb 2019

This article updates our estimates of medium-term (5- to 10-year) expected returns for major asset classes. It also includes a section on estimating expected returns for private equity and real estate. Selected estimates are summarized in Exhibit 1. The year

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Capital market assumptions Q1 2019 Pound Sterling (GBP)

Capital market assumptions Q1 2019 Pound Sterling (GBP)

🕔13:02, 20.feb 2019

Investment Insights Invesco Global Solutions develops capital market assumptions (CMAs) that provide longterm estimates for the behaviour of major asset classes globally. The team is dedicated to designing outcome-oriented, multi-asset portfolios that meet the specific goals of investors. The assumptions,

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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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