THE WEEK IN MUNILAND

THE WEEK IN MUNILAND

🕔15:00, 25.jun 2019

Weekly Market Commentary In response to slower economic growth and falling inflation expectations, the Fed said its outlook for monetary policy has moved from “patient” to “will act to sustain the expansion.” More than half of the committee members expect

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A Deeper Look into Financial Vulnerabilities

A Deeper Look into Financial Vulnerabilities

🕔15:00, 25.jun 2019

Core Matter – Almost ten years of record low interest rates have raised leverage in the non-financial sector as well as investors’ tolerance for riskier and less liquid instruments. As a result, the average quality of corporate debt has worsened.

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Centrale banken hinten op renteverlaging

Centrale banken hinten op renteverlaging

🕔15:00, 25.jun 2019

Investment Highlights De week stond in het teken van centrale banken. ECB president Draghi zette dinsdag de toon met een toespraak tijdens de ECB-conferentie in Sintra. Hierin gaf hij aan dat de ECB nog genoeg munitie heeft en er alles

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Gauging geopolitics

Gauging geopolitics

🕔14:11, 25.jun 2019

Global Insights – June 2019 Geopolitical risks are on the rise, and the international environment is becoming increasingly complex. Recent years have seen the surprise outcome of the UK’s Brexit vote, the unexpected election of U.S. President Donald Trump, a

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Weekly commentary

Weekly commentary

🕔14:05, 25.jun 2019

Weekly Commentary 1. The European Central Bank and Federal Reserve have shifted toward more dovish stances. We examine the implications for our bond views. 2. Stocks and bonds rallied last week on ECB and Fed comments. Oil spiked after Iran shot down

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Investing in China

Investing in China

🕔11:00, 25.jun 2019

Tapping into Long-Term Opportunities While the trade dispute between the U.S. and China continues to dominate the headlines, and its recent slowdown in economic growth has raised some concerns, institutional investors should be looking closely at opportunities to invest in

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Factor Investing in Currency Markets: Does it Make Sense?

Factor Investing in Currency Markets: Does it Make Sense?

🕔09:01, 25.jun 2019

The concept of factor investing emerged at the end of the 2000s and has completely changed the landscape of equity investing. Today, institutional investors structure their strategic asset allocation around five risk factors: size, value, low beta, momentum and quality.

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The risk of too little inflation

The risk of too little inflation

🕔07:02, 25.jun 2019

Low inflation may sound appealing, but as Russ explains, it has drawbacks for investors. By any account the U.S. equity market is having a stellar year. Stocks have benefited from easier financial conditions, which have in turn pushed up market

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Zoek

Asset Allocation Consensus September

Evenementen

  1. IPF – Besturen en beleggen in 2020

    december 12 @ 10:00 - 16:00
  2. CFA – Macro-economic forecast for 2020

    december 12 @ 15:30 - 19:00
  3. JP Morgan – 2020: A make or break year?

    december 12 @ 17:30 - 21:30
  4. Asset Management Kerstborrel

    december 17 @ 17:30 - 22:00
  5. Principal – Lunch Presentatie 2020 Real Estate Strategy Outlook

    16 januari 2020 @ 12:00 - 14:00

Twitter

Our conference #UBPInvestmentOutlook had a full house in London last week! Our experts shared their 2020 outlook for the global economy and more specifically for the UK. Thank you all for coming!

Zal zijn laatste woorden aan mij nooit vergeten. Over woorden gesproken: toen ik Volcker de eerste keer ontmoette, was zijn eerste vraag:"Hoe is het met Andre Szász?" Ik had 15 minuten met hem. Het werd 1,5 uur! Er was een klik. RIP

De Asset Allocatie Awards komen er weer aan! Nominaties komen deze week, winnaars op 4 februari 2020... Hier een sfeer inpressie van vorig jaar -> https://t.co/c36HWpyGVx

Obligaties uit frontier markets keren nog wel hoge coupons uit en de default-kans is verrassend laag. "Er moet veel gebeuren om negatief te eindigen," zegt Thomas Christiansen van @UBP_Group @IEXProfs https://t.co/gDP9nspIJw

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