TAA Model Allocation – as at April 2019

TAA Model Allocation – as at April 2019

🕔17:02, 2.May 2019

Global Outlook April 2019 The Multi-Asset team’s view on bonds, equities, commercial property and other assets affects asset allocation over the coming months. When making these asset-allocation decisions, we first consider the outlook for each asset class (e.g. government bonds),

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Can the gold industry return to the golden age?

Can the gold industry return to the golden age?

🕔17:02, 2.May 2019

Digging for a solution to the gold mining reserve crisis The gold industry finds itself at an inflection point between the recent era of cost out initiatives and balance sheet deleveraging, and an increasing need to focus on growth and

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Why we see a renewed spring in Europe’s step

Why we see a renewed spring in Europe’s step

🕔15:37, 2.May 2019

Elga explains the reasons we see a European economic recovery in the second half of the year – including an easing of financial conditions, Chinese stimulus and solid domestic demand. Europe is still holding back global growth, having been a

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Is Your Portfolio Prepared for a Potential Wildfire?

Is Your Portfolio Prepared for a Potential Wildfire?

🕔15:02, 2.May 2019

#1: Understand Your Time Horizon In the decade since the global financial crisis, many investors have either actively steered—or ended up with—a large portion of their portfolios in investments tied to economic growth, namely stocks. However, as global growth begins

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A snapshot of current views on equity, fixed-income and alternative asset classes

A snapshot of current views on equity, fixed-income and alternative asset classes

🕔15:02, 2.May 2019

KEY TAKEAWAYS Equity momentum is strong and volatility measures have been on the decline. However, valuations continue to look less attractive. We expect a modest rise in interest rates in the short term. Inflation-linked bonds appear to be an attractive

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Central banks support a sharp market rebound

Central banks support a sharp market rebound

🕔15:02, 2.May 2019

Perspective from Franklin Templeton Multi-Asset Solutions In recent Allocation Views publications, we have highlighted concerns about the global economy and uncertainties in financial markets. These themes remain unchanged in our analysis. A return to long-run levels of market volatility since

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Q2 2019 OUTLOOK & REVIEW

Q2 2019 OUTLOOK & REVIEW

🕔15:02, 2.May 2019

QMA’s Global Multi-Asset Solutions Group The global economy may slow further in early 2019, given lingering trade uncertainty, a continued slowdown in China, and the lagged impact of tighter financial conditions in late 2018. However, global growth is likely to

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As no-deal risk subsides, UK interest rates should move higher

As no-deal risk subsides, UK interest rates should move higher

🕔11:46, 2.May 2019

Today the Bank of England’s (BoE) Monetary Policy Committee met, and decided unanimously to keep interest rates on hold at 0.75%. This was in-line with market expectations and so there was limited impact on UK markets. While rates remained on

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Understanding the Water-Energy-Food Nexus

Understanding the Water-Energy-Food Nexus

🕔11:22, 2.May 2019

Water. Energy. Food. Three vital components for sustainable development. The interaction of these factors is commonly referred to as the Water‑Energy‑Food Nexus (WEF‑Nexus). Changes in population, urbanization, diets and economic growth drive demand within each segment—creating complex challenges around the

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  1. Equity investing for the long-term

    May 22 @ 13:00 - 17:00

Asset Allocation Consensus May

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Join the presentations of Geoffrey Lebeau @NordeaAM, Andrew Harvie @CTinvest_EMEA and Luc Simoncini @kamescapital @aegonam on #longtermequities @AlphaResearchNL seminar tomorrow in NL https://t.co/n3kW4H3n5L and on Wednesday in BE https://t.co/PqeYInza5g

Op 21 mei is het 'Long-term Equities' seminar van Alpha Research. Een van de thema's is: 'New leaders'. Hier zal Luc Simoncini van Aegon Asset Management over spreken. Meld je hier aan: https://t.co/LhX3FIk1jl

Specialisten van Columbia Threadneedle Investments, Nordea Asset Management en Aegon Asset Management zullen spreken op het seminar van Alpha Research over 'Long-term Equities' op 21 mei in het Rosarium. Meld je hier aan: https://t.co/LhX3FIk1jl #equities

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