The roots of U.S. stocks out-performance

The roots of U.S. stocks out-performance

🕔15:21, 10.May 2019

Continuing the post-crisis trend, U.S. stocks have outperformed the rest of the world this year. Russ explains why. By most metrics this has been a remarkable year for investors. Stocks are up more than 15%, their best start in decades.

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Corporate Governance: Thinking Fast and Slow

Corporate Governance: Thinking Fast and Slow

🕔13:02, 10.May 2019

Corporate Governance is important to investors, but it is more complex than first appearances would have you believe. With contemporary CG measures running the risk of oversimplifying a topic that is too complex to be captured in a single number,

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European elections: a pivotal time

European elections: a pivotal time

🕔13:02, 10.May 2019

Europe Insights Due to take place on 23-26 May, the European Parliamentary (EP) elections are approaching fast. The final results will be communicated in the evening of 26 May At the time of writing, if polls are correct (1), the

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Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔13:02, 10.May 2019

A review of global markets and portfolio positioning in April  We review trends across markets and economies in April 2019, consider what they mean for our multi-asset portfolios and present a positioning update. 

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Sell in May and go away?

Sell in May and go away?

🕔13:02, 10.May 2019

The strong performance of risk assets year-to-date has increased focus on the potential returns from a “sell in May and go away” strategy. We explain why such an approach may not be warranted this year for investors in emerging market

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The Earnings Season Continues

The Earnings Season Continues

🕔13:02, 10.May 2019

Market Flash A shortened week got off to a positive start with S&P maintaining Italy at BBB with a negative outlook. Spain's elections saw the Socialist party come out on top with more seats than previously but still no absolute

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Investment directions

Investment directions

🕔13:02, 10.May 2019

Staycation or vacation SUMMER 2019 “Sell in May and go away” is an old maxim for investors. Evidence is mixed on its validity, but given this year’s rally, the temptation now is understandable. Our take: consider taking some profits and

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China economy: Green shoots or red herrings?

China economy: Green shoots or red herrings?

🕔13:02, 10.May 2019

Key takeaways: Defying global concerns around its growth, China’s first quarter GDP and March activity data provided further evidence that policy easing effects are coming through and growth is bottoming out, helped partly by an export recovery However, the growth

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Do President Trump’s trade threats spell doom for markets?

Do President Trump’s trade threats spell doom for markets?

🕔13:02, 10.May 2019

Market excitement about a resolution to the long-running U.S.-China trade dispute built ahead of (what were rumored to be) the final round of negotiations this week. However, comments from President Trump midday Sunday helped to dash that optimism. He threated

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Why securitized bonds can enhance fixed income diversification

Why securitized bonds can enhance fixed income diversification

🕔07:10, 10.May 2019

Securitized debt offers underlying fundamental diversification We believe investors should diversify their portfolios across the fixed income risk spectrum to seek to manage risk and optimize returns, and that securitized debt can play an important role in this framework. Within

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U.s. Economic & interest rate outlook

U.s. Economic & interest rate outlook

🕔07:00, 10.May 2019

Rumors of a contraction to start the year were overblown. Since March, a string of positive economic headlines have helped soothe investor sentiment and maintain economic momentum. We are still in a growth cycle with room to run.

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Tensions in the trade conflict weighing on sentiment

Tensions in the trade conflict weighing on sentiment

🕔04:02, 10.May 2019

Escalation or agreements in the trade conflict USA/China? After months of positive signals from the USA and China about an imminent solution emerging from the trade talks, we saw a surprising turn of events last week. US President Trump announced

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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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