Expect a tougher climb

OpinioPro Selection
Door juli 10, 2019 17:02

Expect a tougher climb

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 “climb.” Recently, however, the “tougher” part has been getting the upper hand. That was certainly the case at the midyear meeting of Nuveen’s Global Investment Committee, where we debated what’s been happening in the markets, where we might be headed and, of course, what it all means for our clients’ portfolios. As you’ll see in this outlook, we don’t think we’re at the end of the current economic cycle, but we do think it makes sense for most investors to look for more defensive positioning while staying invested — and to rely on the benefits of a flexible and nimble, active management approach.  

OpinioPro Selection
Door juli 10, 2019 17:02

Zoek

Asset Allocation Consensus September

Twitter

Een van de meest gestelde vragen: Heeft het wel zin om de #assetallocation consensus te volgen?

Want het is toch openbare informatie... Na meer dan 7 jaar ziet de outperformance er zo uit #wisdomofthecrowds

Was rustig deze maand met het updaten van de Asset Allocatie Consensus. Ik verwacht met het aankomende #outlook seizoen, dat het wijzigingen gaat regenen de komende weken 😀

Lees de laatste stand hier -> https://t.co/I2u1R6Lre0

#equities #assetallocation

Goud, Zilver en Bitcoin gehoorzamen aan dezelfde wetten https://t.co/RIwa4MuX4z via @opinio_pro
@100trillionUSD

Load More...

Zoek op datum

juli 2019
M D W D V Z Z
« jun   aug »
1234567
891011121314
15161718192021
22232425262728
293031