Multi-asset market outlook

Multi-asset market outlook

🕔13:02, 13.mrt 2019

Compared to the meltdown in the fourth quarter last year, and the sharp reversal the followed it, February was slightly uneventful. Global developed equities returned 3.3% in local currencies. The top performers, however, were commodities. Oil prices rose again, with

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Green bonds the state of the market 2018

Green bonds the state of the market 2018

🕔13:00, 13.mrt 2019

Green bonds are issued in order to raise finance for climate change solutions, the key is for the proceeds to go to green assets. They can be issued by governments, banks, local government or corporations. The green bond label can

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Brexit: an agreement is now more likely, but be aware of a no deal risk, not priced in

Brexit: an agreement is now more likely, but be aware of a no deal risk, not priced in

🕔13:00, 13.mrt 2019

Investment Talks Developments and scenarios ahead: This is probably the most decisive week for Brexit and the situation is still rapidly evolving. Last night, Mrs. May and Mr. Juncker announced an agreement on the most controversial part of the Brexit

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Investment Directions

Investment Directions

🕔12:00, 13.mrt 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 storms and

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An update on our ESG scores

An update on our ESG scores

🕔11:02, 13.mrt 2019

In February 2018, Templeton Global Macro (TGM) published Global Macro Shifts issue 9—Environmental, Social and Governance Factors in Global Macro Investing [GMS-9]. The paper explored how we evaluate environmental, social and governance (ESG) factors in our macroeconomic research process, and

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Strategies for Managing Score Differences

Strategies for Managing Score Differences

🕔11:02, 13.mrt 2019

This article examines the consistency of ESG (Environmental, Social and Governance) data sets from four different ESG data vendors. We find that E scores are consistent across vendors, but suffer from ambiguity defining “better” scores. S scores are somewhat less

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SPIVA® U.S. Scorecard

SPIVA® U.S. Scorecard

🕔11:02, 13.mrt 2019

2018 was a rollercoaster ride for financial markets: after trade tensions weighed on investors’ sentiment in Q1, strong corporate earnings and a rosy U.S. economic outlook initially drove a recovery, before uncertainty over global economic growth and future Fed policy

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What is your SAA?

What is your SAA?

🕔09:00, 13.mrt 2019

Weekly Digest Whenever you do any kind of planning, there are some decisions that are more important than others. Planning for holidays, for example; selecting the destination and the time of travel might be the key drivers that will determine

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The shifting sands of wholesale

The shifting sands of wholesale

🕔04:00, 13.mrt 2019

Our industry has a tendency to evolve gradually, with the occasional stepchange under the pressure of extreme market events or regulatory forces. However, we argue that a fundamental transformation is currently affecting the business environment, already driving changes within it

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Catalysts needed to sustain risk on rally

Catalysts needed to sustain risk on rally

🕔01:00, 13.mrt 2019

Research & Strategy Insights Equities markets have enjoyed a stellar start to the year with the global benchmark up 9% and cyclical plays outperforming. The risk-on rally contrasts with the slowing macro momentum and earnings outlook. We see an unappealing

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Waiting for Godot – Waiting for depo

Waiting for Godot – Waiting for depo

🕔01:00, 13.mrt 2019

The euro area economy has slowed significantly over the past year, from 2.5% to 1% annualised. Core inflation has been stuck around 1% since 2016. This unfavourable momentum may prevent any monetary policy normalisation, raising the probability of our risk

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Waiting for Godot – Waiting for depo

Waiting for Godot – Waiting for depo

🕔01:00, 13.mrt 2019

The euro area economy has slowed significantly over the past year, from 2.5% to 1% annualised. Core inflation has been stuck around 1% since 2016. This unfavourable momentum may prevent any monetary policy normalisation, raising the probability of our risk

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Waiting for Godot – Waiting for depo

Waiting for Godot – Waiting for depo

🕔01:00, 13.mrt 2019

The euro area economy has slowed significantly over the past year, from 2.5% to 1% annualised. Core inflation has been stuck around 1% since 2016. This unfavourable momentum may prevent any monetary policy normalisation, raising the probability of our risk

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Asset Allocation Consensus Augustus

Twitter

Alpha Research onderzoekt momenteel het landschap van beschikbare #Alternatives in de Nederlandse markt en organiseert op dinsdag 8 oktober een Investment Meeting hierover. Kom je ook? https://t.co/UX0Tqwz5b9

Volgens onze Global Investor Study 2019 heeft slechts 44% van de mensen er vertrouwen in dat ze weten hoeveel geld ze hebben bij de verschillende financiële dienstverleners. Lees meer: https://t.co/ngtN4AgmJ2

Trenmark pitch at Hollandfintech meetup.
What can Trendmark do for you? How does it work?

#hollandfintech #fincog #trends #BigData

https://t.co/VGRz0kE0vz

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