Dealing With Disruption

Dealing With Disruption

🕔17:02, 2.jun 2019

Secular Outlook 2019 Major secular drivers could disrupt the global economy and financial markets over the next three to five years. We share our views on risks and opportunities ahead.   

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Chinese aandelen – een afzonderlijke beleggingscategorie?

Chinese aandelen – een afzonderlijke beleggingscategorie?

🕔17:02, 2.jun 2019

Het belang van Chinese aandelen China’s gewicht in EM indices Indexproviders MSCI en FTSE verdelen markten in ‘Developed Markets (DM)’ , ‘Emerging Markets (EM)’ en ‘Frontier Markets (FM)’ . De classificatie is gebaseerd op een reeks criteria, onder meer de

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Why do bubbles and crashes occur?

Why do bubbles and crashes occur?

🕔17:02, 2.jun 2019

Uncommon truths  In a perfect world, bubbles would not happen. But humans are not perfect and our economies are inherently unstable. Debt plays an important role in bubbles and waves of credit have been rolling across the globe; China being

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The Overlooked Persistence of Active Outperformance

The Overlooked Persistence of Active Outperformance

🕔15:03, 2.jun 2019

With stock markets fueled by extraordinary central bank intervention in the wake of the Global Financial Crisis, passive equity strategies have seen great success in terms of performance, fund flows and press coverage. Often overlooked in the haste to declare

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Sinology

Sinology

🕔15:03, 2.jun 2019

China’s debt problem is serious, but the risk of a hard landing or banking crisis is, in my view, low. The reason is that the potential bad debts are corporate, not household, debts and were made at the direction of

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Dividendbeleggen in de eurozone voegt al 20 jaar waarde toe

Dividendbeleggen in de eurozone voegt al 20 jaar waarde toe

🕔15:03, 2.jun 2019

Nicolas Simar beheert het NN (L) Euro High Dividend al sinds de oprichting in 1999. Hij heeft het fonds door de internetzeepbel, de Europese schuldencrisis en onconventioneel monetair beleid geleid. Het fonds bleef trouw aan haar eigen beleggingsstijl in de

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How Asset Managers Can Win in a Winner-Takes-All World

How Asset Managers Can Win in a Winner-Takes-All World

🕔15:03, 2.jun 2019

The asset management industry is at a critical juncture. Following a record year, 2018 saw a combination of market volatility and ongoing pressure on margins and fees. Growth in demand for passive strategies and the impact of regulatory initiatives had

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Value First

Value First

🕔15:03, 2.jun 2019

The notion that buying cheaply protects value when markets fall can get lost in long bull markets. That's not an issue for Nigel Waller and Andrew Goodwin. 

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Monthly Market Monitor

Monthly Market Monitor

🕔15:03, 2.jun 2019

Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class data through clear and impactful charts. Providing timely information across a broad array of markets and investment topics, this guide serves as a helpful resource in

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Invesco Fixed Income multi-sector asset allocation outlook

Invesco Fixed Income multi-sector asset allocation outlook

🕔15:03, 2.jun 2019

Asset allocation summary: We believe markets have priced in a better level of global growth in recent months, meaning risk/reward considerations no longer favor an asset allocation tilted to risky assets. We have downgraded our long duration and credit views

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Forecasting Factor Returns

Forecasting Factor Returns

🕔15:03, 2.jun 2019

Two Sigma Investments In our recent paper, Introducing the Two Sigma Factor Lens, we proposed a parsimonious set of actionable factors that collectively explains the majority of risk in institutional portfolios.1 This paper takes the next step, proposing a methodology

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China embarks on Digital Silk Road

China embarks on Digital Silk Road

🕔15:03, 2.jun 2019

 Invesco Fixed Income Investment Insights In September 2018, China's BRI marked its fifth birthday. The BRI seeks to forge new trade and investment ties across Europe, Asia, Africa, the Middle East and Latin America and is becoming increasingly relevant to

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Fidelity Fixed Income White Paper

Fidelity Fixed Income White Paper

🕔15:02, 2.jun 2019

Generating alpha in bottom-up systematic credit portfolios  Factor investing has become wildly popular in recent years both among academics and investment managers. Academic researchers have contributed to an exponentially growing number of discovered factors in what has been described as

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The Alpha/Beta Allocator

The Alpha/Beta Allocator

🕔15:02, 2.jun 2019

6 steps to a better portfolio After a disappointing year in 2018, active managers have bounced back to a degree, notably in fixed income. 

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Index Dashboard: Europe

Index Dashboard: Europe

🕔15:02, 2.jun 2019

Index Dashboard: Europe

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Index Dashboard

Index Dashboard

🕔15:02, 2.jun 2019

Index Dashboard: U.S

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Asset Allocation Consensus Augustus

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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

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#hollandfintech #fincog #trends #BigData

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