Strategist’s Corner: There is Inflation…If You Look Hard Enough

Strategist’s Corner: There is Inflation…If You Look Hard Enough

🕔15:03, 11.jul 2019

Central banks are losing their inflation anchors, as prices rise more slowly than desired. However, one idiosyncratic pocket of inflation is the skyrocketing price for pork, which could impact prices for other meat sources. As a result, certain restaurant categories

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Are Markets Heading Toward a Binary Outcome?

Are Markets Heading Toward a Binary Outcome?

🕔15:03, 11.jul 2019

Portfolio Manager John Fujiwara explains how equity and bond views of the U.S. economy are at odds with each other following the Fed’s dovish pivot.

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—The Earnings Mirage: Why Corporate Profits are Overstated and What It Means for Investors

—The Earnings Mirage: Why Corporate Profits are Overstated and What It Means for Investors

🕔11:02, 11.jul 2019

The conceptual problems with book value as an accounting tool are well-known. But one problem that often gets missed is the problem of inflation. Book values are not adjusted for inflation over time, and therefore they tend to understate the

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Fog of (Trade) War

Fog of (Trade) War

🕔07:31, 11.jul 2019

Jeff makes the connection between the U.S.-China trade war, the Fed’s rate outlook and why there may be a silver lining for investors in a world of tit-for-tat tariffs. After a rollercoaster two months of headlines about trade wars and

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Marktoptimisme, maar consensus blijft voorzichtig

Marktoptimisme, maar consensus blijft voorzichtig

🕔07:00, 11.jul 2019

Juni was wereldwijd een goede beursmaand. De daling van aandelenkoersen in mei werd met een stijging van 4,25% in juni grotendeels goedgemaakt. De eerste helft van 2019 is zo met een prima performance van 16,64% afgesloten. Ook de andere beleggingscategorieën

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Foundations in Factors – executive summary

Foundations in Factors – executive summary

🕔07:00, 11.jul 2019

Historically, style factors have been shown to deliver superior risk-adjusted returns to passive capitalization weighted indexes and more persistent performance than traditional active management, making them a compelling alternative for investors. Although the efficacy of style factors conflicts with modern

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Foundations In Factors

Foundations In Factors

🕔07:00, 11.jul 2019

Style factors have been shown to historically deliver superior risk-adjusted returns than passive capitalization weighted indexes and more persistent performance than traditional active management, making them a compelling alternative for investors. The benefits of style factors come with the cost

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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
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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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