Multi-asset markets outlook – July

Robeco
Door juli 10, 2019 17:02

Multi-asset markets outlook – July

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 high. It must be said, though, that central bankers lived up to the very high expectations and managed to surprise at the margin. Both the ECB and the Fed indicated that they are willing to provide monetary support. Although actions were anticipated, the actual confirmation supported risky assets. The S&P 500 reached a new all-time high. The MSCI World (LC) index increased 5.8% and outperformed emerging markets by almost 1.0%. Global Equity markets are up more than 15% for the second half of the year. 

Robeco
Door juli 10, 2019 17:02

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Asset Allocation Consensus September

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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

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