Economic and Strategy Viewpoint June 2019

Economic and Strategy Viewpoint June 2019

🕔15:04, 14.jun 2019

Lower for longer in EM? Higher oil prices and renewed trade tensions see largely negative revisions to our emerging markets (EM) forecasts this quarter, though there are few dramatic changes. Idiosyncratic factors are also at work, and in some cases

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Price Insights On Global Economics Key Insights

Price Insights On Global Economics Key Insights

🕔15:04, 14.jun 2019

 Modern monetary theory (MMT) has been seized upon by populists to argue for huge spending on universal health care, job guarantee schemes, and climate policies. \ MMT will probably not work in practice because politics is always likely to get in

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Coal phase out:  The investment case

Coal phase out: The investment case

🕔12:45, 14.jun 2019

Sustainability rationale: Coal, the highest carbon emitting source of energy in the global fuel mix, has no meaningful role to play when it comes achieving the goals of the 2015 Paris Agreement. The share of coal in electric power generation

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Equities niet langer favoriet bij Asset Managers

Equities niet langer favoriet bij Asset Managers

🕔12:30, 14.jun 2019

Equities zijn niet langer favoriet in de asset mix. Volgens onderzoek van Alpha Research is de Consensus opinie van Asset Managers vanaf deze maand neutraal. De nieuwe asset allocation videos’s die wij maandelijks maken in samenwerking met Alpha Research staan

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    december 3 @ 12:00 - 18:00

Asset Allocation Consensus September

Twitter

Food prices inflation rose visibly; trade tensions eased on the margin -> https://t.co/xi6DNKIpIl #China #inflation #TradeWars via @KraneShares

2020 Long-Term Capital Market Assumptions -> https://t.co/ssZUDOyEgd #ExpectedReturns #LTCMA #AssetAllocation #Equities #Fixedincome via @InvescoEMEA

Renewed expansion of Fed balance sheet will not be QE but will affect markets -> https://t.co/FwuvTMvUfU #CentralBank #fomc #currency via @Amundi_ENG

Favoring Loans and CLOs Due to Attractive Valuations -> https://t.co/BCH6GJic0E #clo #fixedincome #HighYield #Credit #fomc via @PineBridge

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