Technology and the fight for the cash flows of the future

BlackRock
Door juni 4, 2019 07:19

Technology and the fight for the cash flows of the future

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Rick Rieder and Russ Brownback argue that there’s little benefit to “trading the news” today, as prices adjust instantly to highly-transparent information. Rather, investors would do well to follow long-term cash flows, of which the lion’s share is to be found in tech.

Ignore market noise and look to longer-term fundamentals

Roughly a month ago, on May 5, investors awaited news of a sweeping U.S./China trade deal, but instead President Trump shocked the world by announcing the implementation of incremental punitive tariffs, signaling an apparent breakdown in negotiations. When U.S. financial market futures opened for trading several hours later, the news was instantaneously reflected in market pricing, leaving little opportunity for investors to “trade the news.” This phenomenon, which we term “discontinuous pricing,” has become a persistent market theme over recent years (see first graph), as the real-time dissemination of every bit of market-moving news has squeezed the alpha generating

BlackRock
Door juni 4, 2019 07:19

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Asset Allocation Consensus September

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Een van de meest gestelde vragen: Heeft het wel zin om de #assetallocation consensus te volgen?

Want het is toch openbare informatie... Na meer dan 7 jaar ziet de outperformance er zo uit #wisdomofthecrowds

Was rustig deze maand met het updaten van de Asset Allocatie Consensus. Ik verwacht met het aankomende #outlook seizoen, dat het wijzigingen gaat regenen de komende weken 😀

Lees de laatste stand hier -> https://t.co/I2u1R6Lre0

#equities #assetallocation

Goud, Zilver en Bitcoin gehoorzamen aan dezelfde wetten https://t.co/RIwa4MuX4z via @opinio_pro
@100trillionUSD

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