Manager Intelligence and Market Trends

Manager Intelligence and Market Trends

🕔17:02, 9.May 2019

The bfinance Risk Aversion Index swung back into bullish territory in early 2019 as stocks emerged from the doldrums to hit new highs. Yet asset owners remain relatively cautious amid whip-sawing markets.

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Are Investment Grade Bonds a problem?

Are Investment Grade Bonds a problem?

🕔16:49, 9.May 2019

The consensus recommendation for Investment Grade Bonds is underweight. In April 3 out of the top 10 asset managers have a neutral view and 2 asset managers have an overweight recommendation. So, it is not that simple to say that

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Why EM Debt Can Continue to Challenge the Doubters

Why EM Debt Can Continue to Challenge the Doubters

🕔16:21, 9.May 2019

Executive Summary Emerging markets debt can continue to perform going forward after a strong start to 2019. Its diversity and growth mean that many concerns are no longer valid. Emerging markets offer many defensive opportunities that have performed similar to

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Multi-Asset investment views – May 2019

🕔12:11, 9.May 2019

The key takeaways of the video are: AXA IM goes to neutral on assets Central banks support economies A gap between improvement and expectations

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Hermes Fixed Income Quarterly Report Q2 2019

Hermes Fixed Income Quarterly Report Q2 2019

🕔11:02, 9.May 2019

A reveille has been sounded in markets that are now experiencing feverish activity as half a decade of torpor gives way to volatility. Glib explanations for the panicked stampede of the recent sell-off – and subsequent rebound – mask the

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Eight Investment Themes for Global Growth

Eight Investment Themes for Global Growth

🕔11:02, 9.May 2019

Over my nearly 30-year investment career, I’ve learned the value of scrutiny and reflection. That may seem counterintuitive in today’s market environment where information flows more continuously and rapidly than ever before. While the investment landscape today is unrecognizable from

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Economic & Market Observations: Powell the Padawan

Economic & Market Observations: Powell the Padawan

🕔11:02, 9.May 2019

One wonders if Jerome Powell had a premonition of a bad feeling when he was offered the job as Chair of the Federal Reserve (Fed). His first year involved a lot of on-the-job training, including an equity market correction, outbursts

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Featured Events

  1. Equity investing for the long-term

    May 22 @ 13:00 - 17:00

Asset Allocation Consensus May

Twitter

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

Crypto-Assets: Implications for financial stability, monetary policy, and payments and market infrastructures -> https://t.co/Hbgo2dffML via @ecb #cryptocurrency #cryptoanalytics #bitcoin #blockchain #centralbank

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