5 key investment themes for the remainder of 2019

5 key investment themes for the remainder of 2019

🕔19:08, 7.aug 2019

Rick Rieder and Russ Brownback highlight the investment themes that they think will drive markets and dominate debate within the investment community over the next several months and beyond. Over recent weeks, we have been vocal about five “big themes”

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On the escalation path

On the escalation path

🕔18:50, 7.aug 2019

For now, the trade conflict between China and the U.S. is unlikely to ease. Markets are understandably nervous.  Last week, the U.S. President once again shocked the markets by announcing that all imports from China will be subject to punitive

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A turn in the tide?

A turn in the tide?

🕔17:41, 7.aug 2019

Markets at a glance Core government bond yields were sharply lower last week as the US Federal Reserve and Donald Trump gave financial markets much to ponder. On Wednesday, the FOMC reduced interest rates by 25bps, the first move since

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IP and retail sales growth may have fallen; property & land market softens

IP and retail sales growth may have fallen; property & land market softens

🕔16:41, 7.aug 2019

Charting China Monthly Review What happened in the past month? High frequency data points to retreat in both IP and retail sales growth in July. Property and land markets soften. July IPP coal consumption growth declined to -16% YoY from

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How One Might Beat Negative Government-Bond Yields

How One Might Beat Negative Government-Bond Yields

🕔15:36, 7.aug 2019

CIO | View Chart of the Week Is it still possible to earn money with Eurozone government bonds? We think so: Steep yield curves can serve as a medicine against negative interest rates.  Yields on German sovereign bonds have dropped

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Policy pivot confirmed; underpins risk assets

Policy pivot confirmed; underpins risk assets

🕔14:26, 7.aug 2019

Weekly Commentary Key points 1 We see the dovish pivot by global central banks supporting the economic expansion and risk assets, with rising protectionism the key risk.b 2 We see a wider range of Brexit outcomes—including no-deal, a snap election

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Finding Value in US Financials

Finding Value in US Financials

🕔13:27, 7.aug 2019

Strategy Espresso Theme of the week: Finding Value in US Financials  What Rate Cut? On the day the Federal Reserve announced its first rate cut since 2008, the US Financials sector outperformed the S&P 500 despite what is traditionally assumed as a negative

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Sustainable Reality – Analyzing Risk and Returns of Sustainable Funds

Sustainable Reality – Analyzing Risk and Returns of Sustainable Funds

🕔13:06, 7.aug 2019

Can you invest sustainably without sacrificing financial returns? Research conducted on the performance of nearly 11,000 mutual funds from 2004 to 2018 shows that there is no financial trade-off in the returns of sustainable funds compared to traditional funds, and

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Corporate Credit Monitor CEE

Corporate Credit Monitor CEE

🕔12:01, 7.aug 2019

CESKE DRAHY Earnings Developments The year 2018 has seen accelerating growth for CD. The ongoing transformation of CD into a modern, efficient, competitive and customer-focused railway mobility Group is supported by large investments and a strong Czech economy. Group revenues

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Choosing a climate risk metric

🕔09:42, 7.aug 2019

Four broad metrics exist to measure an investment portfolio’s carbon footprint—an important starting point in understanding a portfolio’s exposure to climate risks. Of the four, we’ve chosen the one we think is best to monitor and manage climate risks and

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Asset Allocation Consensus Augustus

Evenementen

  1. 3de nazomer ETF BBQ

    september 4 @ 17:00 - 21:00
  2. IPFOS – Bestuurders Conferentie 2019

    september 5 @ 14:00 - 18:00
  3. BASEL IV, Uitdagingen in de Praktijk

    september 5 @ 15:30 - 19:00
  4. Invesco & Schroders – Real Assets & Energy Transition

    september 10 @ 09:30 - 13:00
  5. Candriam – Sustainbale Investment Conference

    september 12 @ 13:30 - 20:30

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Columbia Threadneedle writes: "Core #governmentbond #yields continued their lurch lower as volatility remained elevated, driven by further escalation in trade rhetoric and..." - Read the whole article here: https://t.co/65rGTbksaz #assetallocation

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