We do not view the inversion of the yield curve as a recessionary signal

We do not view the inversion of the yield curve as a recessionary signal

🕔11:03, 21.aug 2019

The “risk-off” mood in global markets deepened last week – as global government bond yields plunged to historical lows and the inversion of part of the U.S. Treasury curve sparked recession fears. Perceived safe-haven assets such as gold rallied. We

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Munis continue their streak

Munis continue their streak

🕔10:43, 21.aug 2019

July was the ninth consecutive month of the muni market’s strong performance streak, with the S&P Municipal Bond Index up 0.77%, bringing the year-todate return to 5.75%. Net negative issuance (i.e., the amount of bonds called, refunded or reaching maturity

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Historisch lage rentes en het Japan scenario

Historisch lage rentes en het Japan scenario

🕔09:59, 21.aug 2019

Rentes bevinden zich al sinds de jaren ’80 wereldwijd in een dalende trend. De daling is recent in een stroomversnelling gekomen en rentes hebben historische dieptepunten bereikt. Zo is de 10-jaars Nederlandse staatsrente gedaald van een piek van 12,3% in

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Dealing with the next downturn: From unconventional monetary policy to unprecedented policy coordination

Dealing with the next downturn: From unconventional monetary policy to unprecedented policy coordination

🕔08:53, 21.aug 2019

Macro and market perspectives Unprecedented policies will be needed to respond to the next economic downturn. Monetary policy is almost exhausted as global interest rates plunge towards zero or below. Fiscal policy on its own will struggle to provide major

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Autumn breezes: 5 investing themes to consider

Autumn breezes: 5 investing themes to consider

🕔07:27, 21.aug 2019

Although markets seem to seesaw almost daily, Chris discusses ways to navigate them in the weeks ahead. It may not feel like it yet, but fall is just around the corner. And just as the return of autumn offers the

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