Met Lagarde weer ‘duif’ als ECB-president

Met Lagarde weer ‘duif’ als ECB-president

🕔15:02, 9.jul 2019

Investment Highlights ̴week 27 De voordracht van Christine Lagarde als opvolger van huidig ECB-president Mario Draghi kwam als een konijn uit de hoge hoed. Of beter gezegd als duif want Lagarde streeft naar verwachting een ruim monetair beleid na. De

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Global weekly commentary

Global weekly commentary

🕔14:01, 9.jul 2019

Weekly commentary Key points 1 We downgrade our growth outlook and prefer a modestly more defensive investing stance amid rising macro uncertainty. 2 Global stocks rose last week, with the U.S. benchmark marching to a new record. Global bond yields

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Diversity in Earnings Calls

Diversity in Earnings Calls

🕔11:58, 9.jul 2019

Why does it take so long for men to finish speaking? Key points:  Gender diversity among key company officers is increasing, social diversity is not Female earnings call participants speak more briefly than their male peers For some years now

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Disappointing growth, low inflation and political uncertainty push central banks into action

Disappointing growth, low inflation and political uncertainty push central banks into action

🕔11:02, 9.jul 2019

Macro Economic Update Global growth currently hovers around 2.5% with confidence indicators pointing to still slower economic gains in the near future. Manufacturing continues to feel the burn with new orders contracting at the fasted pace in almost seven years.

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An overview of our midyear outlook

An overview of our midyear outlook

🕔07:29, 9.jul 2019

We have refreshed our investment themes and market views in our 2019 midyear global investment outlook. BlackRock Chief Global Investment Strategist Mike Pyle shares a summary. We see challenging crosscurrents ahead. Macro uncertainty is rising amid geopolitical frictions, and asset

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Crypto’s Next Act

Crypto’s Next Act

🕔07:00, 9.jul 2019

“We’re seeing the convergence of investor demand for digital assets alongside regulatory certainty, which we believe is being driven by the advent of more infrastructure to support access and trust in this market.” Plagued by exchange hacks, fraud, lost keys

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Uitgelichte Evenementen

  1. Alpha Research – Lower for Longer

    december 3 @ 12:00 - 18:00

Asset Allocation Consensus September

Twitter

Deze week in "Multi-Asset Solutions Weekly Strategy Report" van @JPMorganAM een helder plaatje dat #EmergingMarketDebt toch wel heel mooi in een multi-asset portfolio past. Maar het is ook een beetje #confirmationbias 😀-> https://t.co/7b6yAG8Wv4 #assetallocation via
@Opinio_Pro

In Emerging Markets, Does It Pay to Worry About ESG Factors? ->https://t.co/Hca0PmObIB #emergingmarkets #equity #esg via @TRowePrice

Cyber Monday: 4 reasons online sales are surging -> https://t.co/8pxHju7Ins #technology #cyber #BlackFriday via @AXAIM

Lower credit risk observed in sectors that are positively aligned with the SDGs -> https://t.co/fMx3Xawo2A #fixedincome #Credit #SDGs #ESG #SRI via @Robeco @Robeco_Prof_NL

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