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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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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