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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Zoek

Twitter

World leaders and captains of industry are gathering for the @wef in @Davos.

@hanswstegeman hopes they really hear the alarm bells toll this time and calls on them to start this one very important discussion: isn’t it time to fundamentally change our economic system?

Two good questions:

1- Has #passive #investing helped drive the mega-cap, FAANG-led, #outperformance over the last five years?

2- And has that led to potential advantages from #active #management at this point in time? -> http://bit.ly/2RIZbwn via @FTSERussell

#Invesco: "The global economy is rapidly decelerating, and we expect all major regions and countries around the world to grow below trend over the next few quarters, and at least through the first half of 2020." Read more on #OpinioPro: http://bit.ly/38upfCp

Nog eens even in de tijd terug gekeken. Vroeger gebruikten we 4% als bodem voor de rente. Daaronder zouden we nooit komen. 2008 was de laatste keer dat we die 4% hebben gezien. Pensioenprobleem in een notedop

"We more than ever need a targeted investment agenda that stimulates ‘real’ economic growth," @hanswstegeman argues, "instead of the current financial agenda, which above all sustains elevated asset prices."

Discover our Q1 2020 Economic Outlook on our website now.

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