Changing of the Guard

Changing of the Guard

🕔17:21, 5.jul 2019

Key points: What the Street is Saying: the limits to ECB action Global cycle: Watching shoes dropping ECB: What does continuity really mean? Fed: Look who’s knocking at the door What the Street is saying: Italian truce Global cycle: watching

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Decentralised financial technologies: Report on financial stability, regulatory and governance implications

Decentralised financial technologies: Report on financial stability, regulatory and governance implications

🕔16:41, 5.jul 2019

Report on financial stability, regulatory and governance implications Many types of financial service providers are incorporating new technologies that could decentralise the financial system. The decentralisation of financial services refers to the elimination – or reduction in the role –

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Is China’s new payment system the future?

Is China’s new payment system the future?

🕔16:41, 5.jul 2019

While America spent the past decade upgrading its bank based magnetic striped cards with chips, China experienced a retail payment revolution. Leapfrogging the card-based system, two new payment systems have come to dominate person-to-person, retail, and many business transactions. China’s

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Responsible Investment by Insurance Companies in the Netherlands 2019

Responsible Investment by Insurance Companies in the Netherlands 2019

🕔16:41, 5.jul 2019

Taking Responsible Investment to the next level This brochure includes a ranking and highlights the performance of responsible investment in the Dutch insurance sector. The largest Dutch insurance companies are assessed on how they govern, formulate, implement and report on

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Tech: here for the long term

Tech: here for the long term

🕔15:21, 5.jul 2019

Technology isn’t all volatile start-ups or new gadgets. It’s a sector whose prospects make it an attractive investment for the long run. Lyft and Uber IPOs have dominated tech sector headlines, with investors first snapping up shares in the car-sharing

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The first rate cut may not be the deepest

The first rate cut may not be the deepest

🕔15:02, 5.jul 2019

Ariel Bezalel, Head of Strategy, Fixed Income, has been positioning his strategy for the end of the economic cycle for some time. He explains why he is sceptical that US rate cuts can drive a sustainable rally, and why allocating

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Don’t fight the Fed

Don’t fight the Fed

🕔15:02, 5.jul 2019

Multi Asset Monthly Despite the trade truce between the US and China concluded during the G20, there is still a considerable risk that the lingering uncertainty will continue to dampen business confidence and capex spending. To the extent that this

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Credit Quarterly Outlook Q3 2019

Credit Quarterly Outlook Q3 2019

🕔15:02, 5.jul 2019

Be smart, quick and lucky  

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A gentle touch on the tiller from the Fed?

A gentle touch on the tiller from the Fed?

🕔15:02, 5.jul 2019

Economic and Strategy Viewpoint July 2019  “The crosscurrents have re-emerged, with apparent progress on trade turning to greater uncertainty and with incoming data raising renewed concerns about the strength of the global economy.”

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Investing in (and for) Our Future

Investing in (and for) Our Future

🕔15:02, 5.jul 2019

The challenges we face in providing our ageing societies with a financially secure retirement are well known. Recent trends in retirement system design and changing workforce dynamics mean individuals are taking more responsibility and risk to equip themselves with adequate

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Here Comes the Summer

Here Comes the Summer

🕔13:42, 5.jul 2019

Bond returns are being driven by expectations of monetary easing and an unerring search for yield. The result is yields that are increasingly falling below policy interest rates. This may only reverse when the policy mix changes. There is more

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Guide to the Markets

Guide to the Markets

🕔13:02, 5.jul 2019

Presentation

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A Long Restructuring for Global Trade

A Long Restructuring for Global Trade

🕔13:02, 5.jul 2019

Like most periods of economic transition, the current rethinking and reshaping of global supply chains — heightened by US-China trade tensions, but begun earlier — is marked by uncertainty, lack of clarity, and even questions about whether it is actually

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Review of markets over the second quarter of 2019

Review of markets over the second quarter of 2019

🕔13:02, 5.jul 2019

Market Review In June, the central banks came to the rescue. Confronted by weaker economic data, risks to the trade outlook and still low inflation, the Federal Reserve (the Fed) and the European Central Bank (ECB) indicated that the cavalry

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Talking Points

Talking Points

🕔13:02, 5.jul 2019

The S&P/LSTA Leveraged Loan Index (the “Index”) slipped 6 basis points (“bps”) for the seven day period ended June 27, led lower by a 17 bps reduction in the average Index bid, to 96.80. 

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How low can interest rates go?

How low can interest rates go?

🕔13:02, 5.jul 2019

Macro Weekly We expect the ECB to cut its main policy interest rates further. We expect a further 20bp of reductions (one 10bp reduction in September and another one early next year), which would take the key deposit rate to

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A review of global markets and portfolio positioning in Q2

A review of global markets and portfolio positioning in Q2

🕔13:02, 5.jul 2019

We review trends across markets and economies in Q2 2019, consider what they mean for our multi-asset portfolios and present a positioning update. The second quarter of 2019 brought largely negative news on the U.S.-China trade front, a corresponding dovish

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Bond/Equity showdown?

Bond/Equity showdown?

🕔13:02, 5.jul 2019

UBS House View, Investor's Guide “What is truth?” asked Friedrich Nietzsche. His answer was, “A mobile army of metaphors, metonyms, and anthropomorphisms.” In one of the most important recent economic papers, the Nobel Prize winning economist Robert Shiller argues that the truth

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The Fed Clears the Way for Cuts as the Market Seeks Even More

The Fed Clears the Way for Cuts as the Market Seeks Even More

🕔13:02, 5.jul 2019

Although the Fed remained on hold at its June 2019 meeting, its statement was about as dovish as could be expected given that FOMC participants appear fairly evenly divided on the need for rate cuts going forward. The split in

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OPEC delivers as expected

OPEC delivers as expected

🕔13:02, 5.jul 2019

OPEC extends its production cut agreement with another nine months As expected, OPEC extended its production cut agreement of 1.2 million barrels per day (mb/d) with another nine months. Together with its partners, led by Russia, OPEC will maintain current

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What’s up with inflation?

What’s up with inflation?

🕔13:02, 5.jul 2019

US Watch Core inflation continues to disappoint to the downside, despite an apparently tight labour market While some transitory factors are at work, and base effects should push core PCE back near the Fed’s 2% target by year-end…

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Zoeken op onderwerp maakt “oude” kennis toegankelijk

Zoeken op onderwerp maakt “oude” kennis toegankelijk

🕔12:04, 5.jul 2019

De afgelopen jaren hebben we al meer dan tienduizend  research rapporten verzameld en gepubliceerd. Het zal u niet vreemd voorkomen dat de recent gepubliceerde rapporten het meest worden gelezen. Dat is logisch omdat ze op het moment van publicatie prominent

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Central Banks Fuel Markets: Illusion Vs Reality

Central Banks Fuel Markets: Illusion Vs Reality

🕔10:10, 5.jul 2019

The journey from market complacency to awareness of fragilities is in full swing, and the market correction in May is part of that, as is the recent recovery fuelled by dovish Central Banks (CB). Aware investors should recognise that the

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Why to watch geopolitics in the second half

Why to watch geopolitics in the second half

🕔07:35, 5.jul 2019

We see trade and geopolitical frictions as the key driver of the global economy and markets. Thomas E. Donilon and Catherine Kress explain. Market attention to geopolitical risks has reached its highest point since 2005. Recent years have seen a

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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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