Megatrends The forces shaping our future

Megatrends The forces shaping our future

🕔17:42, 9.Aug 2019

A research study looking at structural shifts in the global economy and how they affect our investment thinking. A confluence of global megatrends is prompting structural shifts in many industries and changing the drivers of corporate earnings.   Most major economies

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It’s too late to get bearish

It’s too late to get bearish

🕔17:35, 9.Aug 2019

Equity Outlook Equity allocation views – After significantly outperforming at the end of last year, China and the emerging markets (EM) have significanly underperformed the US and devloped markets (DM) since December. 

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Talent, clusters and scale: Identifying European office markets in the era of knowledge capitalism

Talent, clusters and scale: Identifying European office markets in the era of knowledge capitalism

🕔17:28, 9.Aug 2019

Key points The role of a city today is to facilitate knowledge exchange and information sharing to nurture idea creation. The cities that do this best are those that are able to attract talent, cultivate clusters of high value add

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European Retail Parks – What’s Next?

European Retail Parks – What’s Next?

🕔17:15, 9.Aug 2019

In recent years, European retail parks have experienced a significant transformation with regard to the breadth of tenant mix and quality of design.  

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Mid-year outlook: The more things change, the more they stay the same (PDF)

Mid-year outlook: The more things change, the more they stay the same (PDF)

🕔13:07, 9.Aug 2019

Letter to Investors – This summer marks the 10th anniversary of the US economic expansion that began in June 2009. The current cycle is now officially the longest, no small feat considering that economists have been dating business cycles since 1854.

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Update on economic and monetary developments

Update on economic and monetary developments

🕔12:01, 9.Aug 2019

ECB Economic Bulletin, Issue 5 / 2019 Incoming information since the last Governing Council meeting in early June indicates that, while further employment gains and increasing wages continue to underpin the resilience of the economy, softening global growth dynamics and

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August agony

August agony

🕔10:57, 9.Aug 2019

Multi Asset Monthly With the US threatening to increase tariffs on an additional USD 100 billion of Chinese imports from 1 September, there is a considerable risk that this increased uncertainty will dampen business confidence and capex spending. To the

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Why bonds are now the better hedge

Why bonds are now the better hedge

🕔07:54, 9.Aug 2019

Russ discusses why bonds are his preferred hedge in this environment. This is not a year in which investors have needed to hedge their equity risk. As of this writing, stocks have not only rallied, they’ve rallied with a consistency

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"De publicatie van de 2e #kwartaalcijfers van banken is in volle gang. Een spannende periode. Deze cijfers gaan ons namelijk meer inzicht geven in de impact van de Corona crisis op de ..." -> https://www.opiniopro.com/2020/07/achmea/thema-de-staat-van-banken-in-corona-tijd-voldoende-buffers/

"The #downturn in financial markets as a result of the #coronavirus crisis reached a turning point in March. Since then, markets have recovered strongly, with a #recovery of ..." -> https://www.opiniopro.com/2020/08/aegon-asset-management/impact-loans-with-government-guarantees/ #fixedincome #ri

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"After a bumper few months for #equity markets, a recent report1 from Calastone, the #global funds network, showed June was one of the worst months on record for #outflows from ..." -> https://www.opiniopro.com/2020/07/financial-partners/how-flow-can-you-go/

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