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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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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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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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 June

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Sign up on #OpinioPro to read all the latest research on #fixedincome, #assetallocation and so much more! Click here: https://t.co/90NYM4HBVh

In UBP's Monthly #Investment #Outlook they write: "After Q1 global weakness, world growth is expected to stabilise in Q2 and progressively recover moving into 2H19". Read the whole outlook here: https://t.co/jlNTFp5V6M

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