Multi-asset markets outlook

Multi-asset markets outlook

🕔17:02, 14.May 2019

In the absence of big news, markets ground higher in April. This was the fourth consecutive month of higher stocks, with nearly 20% returns over that time, and a new ‘all time high’ for the MSCI World (in euros). Not

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Asset allocation view

Asset allocation view

🕔17:02, 14.May 2019

The first month of Q2 has seen a continuation of mixed messages from markets. US equities reached all-time highs in late April, making up the ground lost since the previous high-water mark was set back in late September 2018. The

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Stop worrying about your portfolio

Stop worrying about your portfolio

🕔17:02, 14.May 2019

Investors have a tendency to focus on the characteristics of their portfolios almost to the exclusion of other factors that will lead to success or failure for the larger objective that the portfolio is intended to serve. By taking into

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Staycation or vacation: 5 summer investing themes

Staycation or vacation: 5 summer investing themes

🕔16:56, 14.May 2019

With growing uncertainty ahead, Chris discusses ways to navigate markets as summer approaches. “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

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Lessons on low market volatility

Lessons on low market volatility

🕔14:02, 14.May 2019

Weekly Commentary Last week’s selloff is a reminder of the potential for late-cycle bouts of volatility. We remain risk-on, yet advocate maintaining portfolio ballast. The U.S. increased tariffs on $200 billion worth of Chinese imports, dialing up pressure on China

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Largest Rebalance in MSCI Emerging Markets History

Largest Rebalance in MSCI Emerging Markets History

🕔13:02, 14.May 2019

Strategy Espresso At the end of May, MSCI Emerging Markets will conduct their semi-annual index review and rebalance. As per usual, this process will create a certain amount of turnover in the index as companies are added and removed based

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Fixed Income Monthly

Fixed Income Monthly

🕔13:02, 14.May 2019

The FIXED INCOME MONTHLY provides a forward-looking summary of the medium-term views from the Fidelity Fixed Income team. Our investment approach is multi-strategy, with portfolio managers given clear accountability and fiduciary responsibility for all investment decisions in a portfolio. Given

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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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