Central banks keep economy afloat

Central banks keep economy afloat

🕔18:07, 2.Sep 2019

Putnam – The Macro Report Global growth is cooling as the trade war continues to erode business investment, manufacturing activity, and investor confidence. In July, the Federal Reserve cut interest rates for the first time since 2008; the preemptive move

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US equities: H2 to show earnings improvement

US equities: H2 to show earnings improvement

🕔17:30, 2.Sep 2019

After an unexpectedly strong first half driven by re-rating, US stocks look set to resume earnings growth for the rest of the year. US EQUITIES: H2 TO SHOW EARNINGS IMPROVEMENT Despite negative headwinds such as slowing earnings growth and the

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FED and ECB, bridging from a “mid-cycle adjustment” to an “impactful and significant” package.

FED and ECB, bridging from a “mid-cycle adjustment” to an “impactful and significant” package.

🕔16:26, 2.Sep 2019

ECB minutes confirm the “package” way The minutes from the latest ECB meeting suggest that the ECB is likely to proceed with a full set of measures in September, confirming not only the indications from President Draghi following the meeting

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Solving the Mysteries of Alpha

Solving the Mysteries of Alpha

🕔16:01, 2.Sep 2019

If nding alpha for your portfolio continues to be a mystery, you may be looking in the wrong place. As evidenced by their high fees, stock pickers still are coveted in investing. Conventional wisdom attributes much of alpha to the

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What is a fair price to pay for stocks?

What is a fair price to pay for stocks?

🕔14:57, 2.Sep 2019

Equity and fixed income markets have been on a wild ride in recent weeks, as recession fears, geopolitical uncertainty, and continued weakness in manufacturing have weighed on investor sentiment. Labor market strength and the health of the consumer are integral

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Our multi-asset investment views – August 2019

Our multi-asset investment views – August 2019

🕔13:56, 2.Sep 2019

This month's update includes upgrades to US credit and downgrades to European credit, emerging market equities and Bunds. 

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Index Dashboard: Europe

Index Dashboard: Europe

🕔12:48, 2.Sep 2019

Summary As Britain struggled to chart a course towards an EU exit deal, U.K. stocks weighed heavily on the S&P Europe 350 in August, while sovereign bond prices rose across the continent. The S&P Europe 350 declined 1.4%, with the

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Global Equity Ratings

Global Equity Ratings

🕔11:47, 2.Sep 2019

Preferred Sectors: Health Care, Technology and Consumer

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Political crisis in the United Kingdom

Political crisis in the United Kingdom

🕔10:39, 2.Sep 2019

After the political crisis in Italy was almost resolved this week (supporters of the Five Star movement still have to agree to the new coalition), the British government could come under pressure next week. The British Parliament will return from

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Featured Events & Webinars

  1. Alpha Research – Hybrid Investment Meeting – US Elections

    August 25 @ 15:00 - 17:00

Twitter

"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

"One important focus of our teams
is finding #secular #growers—
companies that are leveraging
#technology either to take share away from ..." -> https://www.opiniopro.com/2020/07/t-rowe-price/deferred-growth-companies-pose-intriguing-opportunities/

"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/

"The global COVID-19 pandemic brought disruption to voting season across Europe, North America and Japan. Companies struggled to ..." -> https://www.opiniopro.com/2020/07/axa/2020-proxy-voting-season-review-beyond-business-as-usual/

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