De voorbije week in een notendop

De voorbije week in een notendop

🕔18:07, 4.Sep 2019

 Volgens de meest recente Ifo-enquête ligt het ondernemersvertrouwen in Duitsland op het laagste niveau in 7 jaar tijd. De exportgerichte economie lijdt onder de handelsoorlog. De VS tekenden hun 11de jaar van economische expansie op, wat werd bevestigd door de

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Investment Highlights ̴week 35

Investment Highlights ̴week 35

🕔17:03, 4.Sep 2019

Rentes dalen nog verder De trend van dalende rentes houdt aan. Afgelopen week daalde de Italiaanse 10-jaarsrente tot onder de 1%. Dit is het laagste niveau ooit. Het vooruitzicht van een linkse coalitie stemde beleggers enthousiast. In de andere landen

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Effects of labour and product market regulation on worker flows: evidence for the euro area using micro data

Effects of labour and product market regulation on worker flows: evidence for the euro area using micro data

🕔15:59, 4.Sep 2019

Macroeconomic studies suggest that employment-output elasticities in the euro area increased during the recovery from the crisis, especially in those countries that implemented reforms. In this paper, we use micro (individual-level) data from the Eurostat Labour Force Survey to investigate

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Asset Class Return Forecasts

Asset Class Return Forecasts

🕔14:53, 4.Sep 2019

Medium and Long-Term Return Forecasts | Q3 – 2019  Our medium-term baseline scenario is that of a late business cycle slowdown supported by the dovish U-turn of central banks. We expect economic growth to evolve around potential for most developed

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Understanding low wage growth in the euro area and European countries

Understanding low wage growth in the euro area and European countries

🕔13:49, 4.Sep 2019

Despite notable improvements in the labour market since 2013, wage growth in the euro area was subdued and substantially overpredicted in 2013-17. This paper summarises the findings of an ESCB expert group on the reasons for low wage growth and

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OpinioPro Brexit Search Monitor

OpinioPro Brexit Search Monitor

🕔12:45, 4.Sep 2019

Insights and conclusions from internet search for brexit OpinioPro Brexit Monitor.   Internet search for brexit and the 38 brexit monitor members is increasing again since june (up 62%). But perhaps not as much in absolute level as one would have

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Monthly Index News

Monthly Index News

🕔11:39, 4.Sep 2019

 Stocks fell in August as the trade war between the US and China escalated and economic reports pointed to a continued slowdown in several parts of the world. The yield on 10-year US Treasuries went below the yield on two-year

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Actively managed low beta: Accessing the benefits while managing potential risk

Actively managed low beta: Accessing the benefits while managing potential risk

🕔10:36, 4.Sep 2019

We believe low-beta equity opportunities can be found across all global markets and sectors. Investing in these opportunities with traditional low-beta strategies can incur unintended risks from significant country, sector, and duration exposures versus cap-weighted benchmarks. Actively managed strategies can

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Yield curve inversion: Recession not so soon

Yield curve inversion: Recession not so soon

🕔09:27, 4.Sep 2019

What is the US Treasury (UST) yield curve and why is it important? The UST yield curve is a visual representation of borrowing costs across different periods of time. An upward slope is an indication that investors demand higher yields

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Slowing Growth Leaves Investors Expecting Further Rate Cuts

Slowing Growth Leaves Investors Expecting Further Rate Cuts

🕔09:01, 4.Sep 2019

Economic growth is slowing; the question now is whether it will stabilize near trend. Global manufacturing has declined for 15 months and is still contracting; inventories are building and business confidence has diminished. Adding on to these challenges, President Trump’s

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Back to school as trade tensions intensify

Back to school as trade tensions intensify

🕔07:52, 4.Sep 2019

Global trade frictions have intensified this summer. This reinforces a key plank of our outlook but may challenge our moderately pro-risk stance. Mike explains. U.S.-China trade tensions have escalated, echoing our midyear outlook protectionist push theme, and bond yields have

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Tip of the Iceberg: The Global Ramifications of a China Debt Crisis

Tip of the Iceberg: The Global Ramifications of a China Debt Crisis

🕔07:34, 4.Sep 2019

A hard landing in China remains a looming threat to the global economy and especially to the rest of Asia. Chinese authorities have averted such a scenario so far, but rising leverage in China’s financial system magnifies the risk of

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  1. Alpha Research – Hybrid Investment Meeting – US Elections

    August 25 @ 15:00 - 17:00

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"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

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#technology either to take share away from ..." -> https://www.opiniopro.com/2020/07/t-rowe-price/deferred-growth-companies-pose-intriguing-opportunities/

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