Hedge voor toekomstige verplichtingen

Hedge voor toekomstige verplichtingen

🕔17:54, 10.jul 2019

We verkeren in de bijzondere omstandigheden dat alles om ons heen duurder wordt, maar dat de inflatie conform de uniforme regels laag te noemen is. Inflatie is misschien handig voor de schulden erosie, de wereldwijde schuldenberg bevindt zich op een

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Expect a tougher climb

Expect a tougher climb

🕔17:02, 10.jul 2019

Global Investment Committee Outlook  Time for more defense  Nuveen’s investment theme in 2019 has been Expect a tougher climb. A straightforward declaration, but one with nuance and range: For the first half of the year, the emphasis was still on

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Midyear outlook: Reining in risk

Midyear outlook: Reining in risk

🕔17:02, 10.jul 2019

Midyear Outlook Equity markets continued to march higher in the first half of 2019, despite trade uncertainties and recessionary fears. An abrupt change to a more dovish stance among central bankers has recently provided fresh tinder to the equity fire.

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Global Fixed Income Strategy

Global Fixed Income Strategy

🕔17:02, 10.jul 2019

In April, we wrote about the US Federal Reserve’s (Fed) evolving thoughts on its policy making framework as it considers a shift to average inflation targeting. This new framework would allow the Fed to be patient while average inflation increases

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Economic Outlook

Economic Outlook

🕔17:02, 10.jul 2019

Economic Outlook – Political risk is ‘trumping’ economics, with populism, disparate prosperity, and stirrings that globalisation needs to reverse all offering a paradigm shift that may prove as forceful as the fall of communism in 1989, and even the New

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Monthly Market Monitor – July

Monthly Market Monitor – July

🕔17:02, 10.jul 2019 Lees het volledige artikel
Multi-asset markets outlook – July

Multi-asset markets outlook – July

🕔17:02, 10.jul 2019

Economic numbers were generally uninspiring in June. On a relative basis, data out the US was weaker than expected. In June it was less about the data and all about central banks. Market expectations heading into the meetings were extremely

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CEE Market Insights

CEE Market Insights

🕔04:07, 10.jul 2019

Market outlook The CEE FX market was calm last week due to lower liquidity resulting from the public holiday in the US. The impact of the positive outcome of the G20 summit was short-lived and limited to the zloty, as

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Logistics: retailers’ new front office

Logistics: retailers’ new front office

🕔02:02, 10.jul 2019

The consumer has taken power in the retail industry which has put retailers on the backfoot and caused a structural rethink of the traditional business model. Omni-channel retail1 has emerged as the likely winning model. It requires a seamless supply

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Diversity in Earnings Calls

Diversity in Earnings Calls

🕔02:02, 10.jul 2019

Why does it take so long for men to finish speaking?  – 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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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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