Six reasons why it can make sense to buy a bond with a negative yield

Six reasons why it can make sense to buy a bond with a negative yield

🕔17:49, 5.sep 2019

Investing in a negative yielding bond eectively locks in a loss, but can still be a rational thing to do. Here we look at six reasons why. The collapse in global bond yields since late last year has reverberated through

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Economic Commentary: Europe Flirts With Recession

Economic Commentary: Europe Flirts With Recession

🕔16:44, 5.sep 2019

Global trade tensions are taking their toll, leaving Europe struggling for solutions. The city of Biarritz is part of the pays de Basque, which spans southwestern France and north-central Spain. The Basques’ unique cultural identity has often led to separatist

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Asset Allocation Update AUGUST / SEPTEMBER 2019

Asset Allocation Update AUGUST / SEPTEMBER 2019

🕔15:39, 5.sep 2019

Treading a more tenuous path The duration rally over the month of August was eye-watering. The whole German sovereign bond curve, out to 30 years, now trades with a negative yield, with half the European investment grade bond universe also

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How trade wars are rocking the wobbly world economy

How trade wars are rocking the wobbly world economy

🕔13:30, 5.sep 2019

Following the latest escalation of tensions, we are downgrading our forecasts for growth.  The trade wars are taking a toll on the outlook for the world economy. We now expect global growth of 2.6% this year and 2.4% next (previous

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Interest Rate Outlook Eurozone, USA

Interest Rate Outlook Eurozone, USA

🕔12:26, 5.sep 2019

Since the first surprise increase in tariffs by US President Trump at the beginning of May at the latest, the trade war has become the main driver of interest rate markets. There were fears over an escalation that could push

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A possible change in Chinese currency policy?

A possible change in Chinese currency policy?

🕔12:16, 5.sep 2019

IN BRIEF The weakness in the renminbi since the escalation of trade tensions earlier this year has come in contrast to a narrowing in interest rate differentials versus the US dollar. More recently, the renminbi’s weakness has become more idiosyncratic

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The Phillips Curve at the ECB

The Phillips Curve at the ECB

🕔12:06, 5.sep 2019

The structural Phillips Curve is a useful framework Slack in the economy, inflation expectations and markups are key determinants of inflation Using cross-country variation or external instruments are promising routes to identify the Phillips Curve slope Reduced-form empirical relation between

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The Keys to Unlocking Private Equity Portfolio Assessment

The Keys to Unlocking Private Equity Portfolio Assessment

🕔11:02, 5.sep 2019

To help assess the performance of their private equity portfolios, institutional investors need to examine how the asset class and constituent managers are performing at the asset class-level compared to asset class-specific measures such as the relevant investment opportunity set

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Monitor koopwoningmarkt 2 e kwartaal 2019

Monitor koopwoningmarkt 2 e kwartaal 2019

🕔09:57, 5.sep 2019

Nieuwbouwmarkt steeds bepalender voor ontwikkeling in de bestaande voorraad koopwoningen Het adagium van de makelaardij ‘locatie, locatie, locatie’ lijkt vervangen te kunnen worden door ‘bouwen, bouwen, bouwen’, wanneer we het over de huidige Nederlandse koopwoningmarkt hebben. Ondanks de onverminderd grote

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Elk pensioenfonds z’n eigen MVB-beleid

Elk pensioenfonds z’n eigen MVB-beleid

🕔08:53, 5.sep 2019

Maatschappelijk verantwoord beleggen (MVB) is steeds belangrijker én noodzakelijker voor pensioenfondsen. Gedreven door factoren als risico- en reputatiemanagement, ethische overwegingen, wensen van deelnemers en deels onder druk van wet- en regelgeving, zetten pensioenfondsen stappen om versneld hun beleggingsbeleid te matchen

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The monetary policy endgame

The monetary policy endgame

🕔07:51, 5.sep 2019

Rick Rieder highlights the economic policy state-of-play today, and where it may lead to should economic growth falter, productivity not materialize, and populism continue to thrive. The major global central banks continue to draw bigger guns in their battle against

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Asset Allocation Monthly

Asset Allocation Monthly

🕔07:47, 5.sep 2019

A more challenging balance between growth and monetary policy – Our ‘fragile goldilocks’ base case assumes that central banks can offset the ongoing growth slowdown. In our view, that assumption is now more tenuous in Europe, but still holds in

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Brexit, Deal of No Deal? No Deal steeds waarschijnlijker

Brexit, Deal of No Deal? No Deal steeds waarschijnlijker

🕔06:59, 5.sep 2019

Brexit is een belangrijk economisch “scheduled” event. Scheduled staat tussen aanhalingstekens want de datum wil nog wel eens vooruitgeschoven worden. Voorlopig staat de datum op 31 oktober. In samenwerking met Trendmark heeft OpinioPro een speciaal rapport gepubliceerd dat op basis

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Zoek

Asset Allocation Consensus Augustus

Twitter

Alpha Research onderzoekt momenteel het landschap van beschikbare #Alternatives in de Nederlandse markt en organiseert op dinsdag 8 oktober een Investment Meeting hierover. Kom je ook? https://t.co/UX0Tqwz5b9

Volgens onze Global Investor Study 2019 heeft slechts 44% van de mensen er vertrouwen in dat ze weten hoeveel geld ze hebben bij de verschillende financiële dienstverleners. Lees meer: https://t.co/ngtN4AgmJ2

Trenmark pitch at Hollandfintech meetup.
What can Trendmark do for you? How does it work?

#hollandfintech #fincog #trends #BigData

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