Review of markets over July 2019

Review of markets over July 2019

🕔17:29, 1.aug 2019

After an exceptionally strong start to the year, financial markets paused for breath in July, with most asset classes delivering muted returns. The Federal Reserve (the Fed) lowered US interest rates for the first time in 11 years, and the

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Global weekly commentary

Global weekly commentary

🕔14:42, 1.aug 2019

Weekly Commentary Key points 1 We see government bonds retaining their crucial role as portfolio ballast, even after their yields have plunged. 2 The European Central Bank (ECB) kept interest rates unchanged, but explicitly opened the door to future easing.

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In Credit

In Credit

🕔13:37, 1.aug 2019

Macro / government bonds Even as US government bond yields were little changed in the last week, European yields ratcheted lower, reaching year-to-date and historical lows. They are being supported by ongoing signs of economic malaise and a lack of

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ESG and financial returns: The academic perspective

ESG and financial returns: The academic perspective

🕔12:27, 1.aug 2019

ESG delivers value to investors. This is our view and the key conclusion of this paper. This is supported by the rising amount of academic studies into responsible investing. Below, the first section focuses on studies linking ESG factors as

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Forex News – US dollar, Japanese yen, Swiss franc

Forex News – US dollar, Japanese yen, Swiss franc

🕔11:27, 1.aug 2019

USD: Dollar to remain firm Following the ECB meeting in July, a substantial easing of monetary policy is expected in the coming months – not least because we expect a hard Brexit, and this will further dampen the economic outlook

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Survey on credit terms and conditions in euro-denominated securities financing and OTC derivatives markets (SESFOD) – June 2019

Survey on credit terms and conditions in euro-denominated securities financing and OTC derivatives markets (SESFOD) – June 2019

🕔11:03, 1.aug 2019

Survey The Eurosystem conducts a quarterly qualitative survey on credit terms and conditions in euro-denominated securities financing transaction and over-the-counter (OTC) derivatives markets. This survey is a follow-up to the recommendation in the Committee on the Global Financial System study

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Zoek

Asset Allocation Consensus September

Evenementen

  1. IPF – Besturen en beleggen in 2020

    december 12 @ 10:00 - 16:00
  2. CFA – Macro-economic forecast for 2020

    december 12 @ 15:30 - 19:00
  3. JP Morgan – 2020: A make or break year?

    december 12 @ 17:30 - 21:30
  4. Asset Management Kerstborrel

    december 17 @ 17:30 - 22:00
  5. Principal – Lunch Presentatie 2020 Real Estate Strategy Outlook

    16 januari 2020 @ 12:00 - 14:00

Twitter

Our conference #UBPInvestmentOutlook had a full house in London last week! Our experts shared their 2020 outlook for the global economy and more specifically for the UK. Thank you all for coming!

Zal zijn laatste woorden aan mij nooit vergeten. Over woorden gesproken: toen ik Volcker de eerste keer ontmoette, was zijn eerste vraag:"Hoe is het met Andre Szász?" Ik had 15 minuten met hem. Het werd 1,5 uur! Er was een klik. RIP

De Asset Allocatie Awards komen er weer aan! Nominaties komen deze week, winnaars op 4 februari 2020... Hier een sfeer inpressie van vorig jaar -> https://t.co/c36HWpyGVx

Obligaties uit frontier markets keren nog wel hoge coupons uit en de default-kans is verrassend laag. "Er moet veel gebeuren om negatief te eindigen," zegt Thomas Christiansen van @UBP_Group @IEXProfs https://t.co/gDP9nspIJw

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