Economic Update

Economic Update

🕔19:59, 19.aug 2019

This weekly update provides a snapshot of changes in the economy and markets and their implications for investors. Growth The first estimate for 2Q19 real GDP growth came in at 2.1%, a little stronger than the consensus expectation of 1.9%.

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Fixed Income Solutions: Green Bond Opportunities Sprouting Up

Fixed Income Solutions: Green Bond Opportunities Sprouting Up

🕔18:56, 19.aug 2019

What do Apple, Amsterdam’s Royal Schiphol Airport, and the Seychelles have in common? They are all part of a growing number of corporations and governments worldwide who are taking a greener route to issue bonds to fund projects. In fact,

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Will a trade war push the U.S. economy into recession?

Will a trade war push the U.S. economy into recession?

🕔17:50, 19.aug 2019

The past few weeks have seen a fundamentally changed investment environment in the U.S.. Since July 31, the Federal Reserve has cut interest rates for the first time in a decade, the 8/19/2019 Will a trade war push the U.S.

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Emotion Reigns in the Credit Markets

Emotion Reigns in the Credit Markets

🕔16:46, 19.aug 2019

Most times, credit markets are driven by fundamentals and expectations about the direction of economic measures such as GDP. On other occasions, emotion drives markets. This appears to be one of those times. Until May, markets were marked by confidence.

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Long-term Thinking – Demographics For Investment Professionals

Long-term Thinking – Demographics For Investment Professionals

🕔12:07, 19.aug 2019

Retirement anxiety, rate depression, populism… and what to do about it With global interest rates remaining near all-time lows, and $15 trillion of debt providing investors a negative yield, bond-market bears are in danger of becoming extinct. But could today’s

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How far will sovereign bond rally go?

How far will sovereign bond rally go?

🕔11:03, 19.aug 2019

This week, the massive price rises of government bonds in the main markets continued globally. For the 30-year German government bond, the yield dropped to barely above -0.3 percent. The US equivalent fell (temporarily) below the 2 percent mark for

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Omgekeerde of vlakke rentecurve, reden tot ongerustheid?

Omgekeerde of vlakke rentecurve, reden tot ongerustheid?

🕔09:47, 19.aug 2019

Omgekeerde rentecurves, met hogere rendementen op kortlopende staatsobligaties, kunnen toekomstige recessies te voorspellen. Vanwege deze relatie, verminderen sommige beleggers, die vrezen dat een omgekeerde rentecurve lage aandelenrendementen voorspelt, hun aandelen exposure wanneer de spread negatief is.   Maar is dit gerechtvaardigd?

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Twitter

Learn why PM Mike Della Vedova says the diversification benefits of a global high yield portfolio may involve less risk than a more traditional, U.S.-focused high yield strategy. https://t.co/g8dneU9G6N

Bob Homan of @INGnl_IO, keynote speaker at the @AlphaResearchNL conference #LowerforLonger last week: “Analysts are often too enthusiastic. They should lower their expectations.” #2020outlook

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

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