Women in Private Equity July 2019

Women in Private Equity July 2019

🕔12:43, 20.jul 2019

The importance of having robust data on the numbers of women working across the whole private equity industry was recognised when Level 20 was first established. During the period 2017 – 2019, three separate studies were undertaken to survey the

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Blitzscale and Hope: Unicorns, IPOs and the Fear of Repeating the Late 1990s

Blitzscale and Hope: Unicorns, IPOs and the Fear of Repeating the Late 1990s

🕔11:48, 20.jul 2019

The current hype about two-sided digital platforms, blitzscaling and winner-takes-most markets has fueled a surge in IPO listings. It is perhaps unsurprising that this exuberance, especially when combined with inordinate liquidity, record levels of VC activity and multiple fundraising rounds,

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2nd Quarter 2019 – Market Review and Outlook

2nd Quarter 2019 – Market Review and Outlook

🕔10:51, 20.jul 2019

Global equities extended their 2019 gains into the second quarter, but with substantial volatility. Trade tensions — re-ignited by the threat of tariffs on essentially all US imports from China, the US government’s designation of Chinese telecommunications giant Huawei as

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Long-term Equity Investments under Solvency II

Long-term Equity Investments under Solvency II

🕔09:58, 20.jul 2019

Applying a reduced capital charge of 22% to investments in listed and unlisted equities The European Commission (EC)’s Delegated Regulation of 8.3.2019 amends the Solvency II Directive in different areas. Most notably, from an investment perspective, a new category of

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Currencies: Us Dollar Bar For Us Fx Intervention Remains High

Currencies: Us Dollar Bar For Us Fx Intervention Remains High

🕔08:51, 20.jul 2019

The Trump administration has been focusing on the US’s trade deficit with some of its main trading partners such as China and Germany. A strong dollar is exacerbating this deficit and has visibly exasperated President Trump. Indeed, the Fed’s broad

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Euro area: economic activity what did we learn from the latest industrial production data?

Euro area: economic activity what did we learn from the latest industrial production data?

🕔07:46, 20.jul 2019

After two consecutive months of contraction, euro area industrial production (IP, excluding construction) rose by 0.9% month on month (m-o-m) in May, above consensus expectations (0.2%). To avert negative IP growth over the whole of Q2, IP will need to

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Likelihood of a 1.88% Fed Funds Rate by End of July Soars

Likelihood of a 1.88% Fed Funds Rate by End of July Soars

🕔19:32, 19.jul 2019

WEEKLY MARKET OUTLOOK The release of second quarter corporate earnings is moving into full gear and investors are not entirely happy with the results. In addition to stumbling share prices, the latest jump in the implied probabilities of a lower

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Is a US Recession Coming? Evaluating the Signs for Fixed Income Investors

Is a US Recession Coming? Evaluating the Signs for Fixed Income Investors

🕔18:31, 19.jul 2019

Fixed income markets are fixating on one simple question: Is the US heading toward a recession anytime soon? The answer, of course, isn’t so simple. While recession concerns have lessened so far this year compared with the high anxiety investors

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Benchmarking En Strategische Asset Allocatie

Benchmarking En Strategische Asset Allocatie

🕔17:57, 19.jul 2019

Een belangrijk onderdeel van het beleggingsproces bij institutionele en in toenemende mate ook high net worth individuals is het bepalen van de benchmark. In verschillende opzichten is de keuze van de benchmark belangrijk. De benchmark zal goed moeten aansluiten bij

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Competing in the Cognitive Age – How companies will transform their businesses and drive value through advanced AI

Competing in the Cognitive Age – How companies will transform their businesses and drive value through advanced AI

🕔17:55, 19.jul 2019

Een belangrijk onderdeel van het beleggingsproces bij institutionele en in toenemende mate ook high net worth individuals is het bepalen van de benchmark. In verschillende opzichten is de keuze van de benchmark belangrijk. De benchmark zal goed moeten aansluiten bij

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The Risks of Deviating from Academically-Validated Factors

The Risks of Deviating from Academically-Validated Factors

🕔17:54, 19.jul 2019

Factor investing has never been as popular as it is today. However, with the propagation of this type of investment approach, the equity space is becoming increasingly saturated with more and more factors that are ever more removed from academically-grounded

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Lots of talk about tariffs

Lots of talk about tariffs

🕔17:53, 19.jul 2019

Actions over the past four weeks have made it increasingly clear that trade uncertainty will persist over the next few quarters, with the potential increasing that trade tensions escalate even further. Even absent a full-on trade deluge scenario, the lingering

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Material change: a fve-step ESG checklist for trustees

Material change: a fve-step ESG checklist for trustees

🕔17:52, 19.jul 2019

How can pension trustees prepare for new requirements on the fnancial materiality of environmental, social and governance (ESG) factors? ‘ESG considerations’ mean many things to many people – not least regulators, who are now viewing them as core to the

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The Future Auditor Goes Digital

The Future Auditor Goes Digital

🕔17:52, 19.jul 2019

 Protiviti’s Review of Corporate Governance In the world of the chief audit executive (CAE), stakeholders are looking for deeper insights and value. It’s a world of rapid change on economic, geopolitical, technological, social and other fronts in which the organization

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Exchange-Traded Funds in General Accounts

Exchange-Traded Funds in General Accounts

🕔17:49, 19.jul 2019

After weeks of relative stability, the threat of a trade war has returned, shaking investor confidence and awakening markets from complacency. However, while there is still a significant optimism in the market that a deal can be struck, we believe

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Structural change in emerging markets

Structural change in emerging markets

🕔17:48, 19.jul 2019

KEY POINTS We believe: – Economic development is generating four forces of structural change across emerging markets (EMs): greater inclusiveness, enhanced productivity, improved living standards and better sustainability. – Countries that make progress towards economic development offer more fertile environments for

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Demystifying Illiquid Assets: Expected Returns for Private Equity

Demystifying Illiquid Assets: Expected Returns for Private Equity

🕔17:47, 19.jul 2019

 Executive Summary The growing interest in private equity means that allocators must carefully evaluate its risk and return. The challenge is that modeling private equity is not straightforward due to a lack of good quality data and artificially smooth returns.

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Vanguard Research: Megatrends The economics of a graying world

Vanguard Research: Megatrends The economics of a graying world

🕔17:46, 19.jul 2019

Megatrends have accompanied humankind throughout history. From the Neolithic Revolution to the Information Age, innovation has been the catalyst for profound socioeconomic, cultural, and political transformation. The term “Megatrends” was popularized by author John Naisbitt, who was interested in the

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Should Central Banks Issue Digital Currency?

Should Central Banks Issue Digital Currency?

🕔17:46, 19.jul 2019

We study how the introduction of a central bank-issued digital currency a§ects interest rates, the level of economic activity, and welfare in an environment where both central bank money and private bank deposits are used in exchange. Banks in our

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Aviva House View 2019 Q2

Aviva House View 2019 Q2

🕔17:44, 19.jul 2019

The Aviva Investors House View document is a comprehensive compilation of views and analysis from the major investment teams. The document is produced quarterly by our investment professionals and is overseen by the Investment Strategy team. Each quarter we hold

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A More Traditional Approach to Low Carbon Investing

A More Traditional Approach to Low Carbon Investing

🕔17:40, 19.jul 2019

Searching for the Low Carbon Sweet Spot Climate change is recognized as one of the preeminent global risks today — with extreme weather having the potential to compound societal stresses that encompass economic disparity, human migration and interstate conflict. To

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Plastic Waste

Plastic Waste

🕔17:38, 19.jul 2019

We assess the impact of the corporate sector purchase programme (CSPP), the corporate arm of the ECBís quantitative easing, over its Örst year of activity (June 2016 ñ June 2017). Focusing on the primary bond market, we Önd evidence of

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Demographic change: consequences and investment opportunities

Demographic change: consequences and investment opportunities

🕔17:35, 19.jul 2019

It’s time to face up to the implications Population aging is leading to a dramatic shift in the population structure; it is now taking center stage as the economic, social, and political impact of more people living longer starts to

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t Towards Cost Transparency: Estimating Transaction Costs for Smart Beta Strategies

t Towards Cost Transparency: Estimating Transaction Costs for Smart Beta Strategies

🕔17:34, 19.jul 2019

Using transparent and replicable estimates of stocks’ effective spread, we compute transaction cost levels and net performance of investable smart beta indices. We show that the extra performance relative to the broad cap-weighted index does not disappear once we account

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Striking the Right Balance

Striking the Right Balance

🕔17:27, 19.jul 2019

Global outlook In This Report The prospect of a downturn almost appears to have been factored in as an inevitability due to the length of the current real estate cycle, and sentiment is under pressure from weaker news on global

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Zoek

Asset Allocation Consensus Juli

Evenementen

  1. IPFOS – Bestuurders Conferentie 2019

    september 5 @ 14:00 - 18:00
  2. Invesco & Schroders – Real Assets & Energy Transition

    september 10 @ 09:30 - 13:00
  3. Candriam – Sustainbale Investment Conference

    september 12 @ 13:30 - 20:30
  4. ACTIAM – ACTIAM Academy

    september 17 @ 09:30 - 13:00
  5. Markets Group – 3rd Benelux Institutional Forum

    september 26 @ 07:30 - 18:00

Twitter

Currencies: Us Dollar Bar For Us Fx Intervention Remains High -> https://t.co/2ny01nTS55 #currency #China #tradewar via @PictetWM @PictetAM_NL

Long-term Equity Investments under Solvency II -> https://t.co/MDJWukfKfB #solvency2 #equity #europeancommission via @DWS_Group

Blitzscale and Hope: Unicorns, IPOs and the Fear of Repeating the Late 1990s -> https://t.co/N6TXHvJWCS #unicorns #IPO via @epochinvest

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