Asset Class Views

Asset Class Views

🕔09:14, 9.mrt 2019

Medium and long term expected returns Long term equity returns and earnings growth converge. Long term, equities tend to post returns in line with earnings growth. Divergences can last for long periods, but due to mean reversion, these phases end

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Emerging Markets Charts & Views

Emerging Markets Charts & Views

🕔09:13, 9.mrt 2019

Seek opportunities, but be aware of short-term volatility Emerging markets (EM) started 2019 on a strong footing and, as a result, some excessive valuation gaps have been partially closed. Yet, we continue to see opportunities in all EM segments (equity,

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Emerging Markets Charts & Views

Emerging Markets Charts & Views

🕔09:13, 9.mrt 2019

Seek opportunities, but be aware of short-term volatility Emerging markets (EM) started 2019 on a strong footing and, as a result, some excessive valuation gaps have been partially closed. Yet, we continue to see opportunities in all EM segments (equity,

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White Paper: The glide path less traveled

White Paper: The glide path less traveled

🕔06:19, 9.mrt 2019

A critical examination of assumptions, outcomes, and glide path specification This paper defines key assumptions, derived from empirical data, to deliver highly accurate and representative simulations of participant outcomes. The paper constructs an alternative glide path design that we believe

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Investment Monthly January 2019

Investment Monthly January 2019

🕔04:07, 9.mrt 2019

Market volatility spikes We upgrade European high-yield corporate bonds from underweight to neutral Current valuations suggest to us that the best way to “back growth” remains through global equities

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Risk asset rally continues

Risk asset rally continues

🕔04:07, 9.mrt 2019

Investment Monthly March 2019 We upgrade UK equities from neutral to overweight Although risk asset prices have recently rallied, poor valuations on bonds continue to “push” us towards a pro-risk allocation   

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British Parliament to set course

British Parliament to set course

🕔03:02, 9.mrt 2019

Week Ahead If there is no further postponement, a cascade of votes on Brexit is on the agenda in the British Parliament next week. Altogether there will be three relevant votes scheduled for March 12, 13 and 14. Each vote

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Gender diversity

Gender diversity

🕔02:01, 9.mrt 2019

Why balance is better than history’s wild pendulum Women make up almost half of the world’s working-age population, but they generate only 37% of global GDP. They are generally over-represented in low paying (or unpaid work as housewives), part-time, informal

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Gender diversity

Gender diversity

🕔02:01, 9.mrt 2019

Why balance is better than history’s wild pendulum Women make up almost half of the world’s working-age population, but they generate only 37% of global GDP. They are generally over-represented in low paying (or unpaid work as housewives), part-time, informal

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Twitter

What is the Optimal Number of Equity Managers? -> https://www.opiniopro.com/2020/02/pgim/what-is-the-optimal-number-of-equity-managers/ #managerselection #portfolioconstruction via @pgim

Crisis & Events S&P 500 Index -> https://www.opiniopro.com/2020/02/first-trust/crisis-events-sp-500-index/ #crisis #Equities #longterm via @ftportfolios

How to use iBonds like a pro -> https://www.opiniopro.com/2020/02/blackrock/how-to-use-ibonds-like-a-pro/ #AssetAllocation #CentralBanks #Fed #Fixedeincome via @blackrock

Slower for longer? -> https://www.opiniopro.com/2020/02/natixis/slower-for-longer/ #AssetAllocation #china #coronavirus #Equities #fixedincome via @NatixisIM @natixis

CTAs lead the pack on global risk appetite. what’s next? -> https://www.opiniopro.com/2020/02/lyxor/ctas-lead-the-pack-on-global-risk-appetite-whats-next/ #alternatives #cta #globalmacro #hedgefunds via @Lyxor

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