Thinking Ahead Institute / Pensions & Investments World 300

Thinking Ahead Institute / Pensions & Investments World 300

🕔17:48, 10.Sep 2019

AUM in the Top 300 fell by 0.4% in 2018, a sharp contrast from the previous year’s growth of 15.1% The top 20 funds’ AUM fell by 1.6% in 2018 North America remains the largest region

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Using a Quality Income Strategy in Today’s Business Climate

Using a Quality Income Strategy in Today’s Business Climate

🕔16:42, 10.Sep 2019

At State Street Global Advisors, our baseline call in 2019 was for investors to continue to favour US equities, based on supportive monetary and fiscal policy and a contained inflation outlook. We cautioned investors to beware of volatility, on expectations

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A cycle like no other

A cycle like no other

🕔15:37, 10.Sep 2019

The economy looks good now, the outlook less so. That's nothing new in this atypical cycle. Caution is warranted.  What a good run markets are having! And why not? The labor markets in the U.S. and parts of Europe are

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Narrative Economics Part 1

Narrative Economics Part 1

🕔14:32, 10.Sep 2019

Nobel Laureate Robert Shiller, interviewed by Rob Arnott, expounds on the importance of narratives in driving economic events.

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A Monthly View from the US

A Monthly View from the US

🕔13:27, 10.Sep 2019

Nearly 30% of the world’s government and investment grade corporate bonds now have negative yields, putting downward pressure on bond yields globally. Yields are falling due to two primary structural forces: declining population growth, which is hurting productivity, and technological

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Italy: New cards on an old table

Italy: New cards on an old table

🕔13:07, 10.Sep 2019

Having entered recession at the end of 2018, the Italian economy surprised slightly to the upside in the first half of 2019. Depressed survey data and a deteriorating industrial sector suggested negative growth in the second quarter (Q2), after the

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ECB – will markets be disappointed?

ECB – will markets be disappointed?

🕔12:03, 10.Sep 2019

The ECB Governing Council's meeting on Thursday next week will receive even more attention than developments in the United Kingdom (see article below). The question is what measures will be taken to stimulate the economy. We are assuming a package.

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UK reaction: UK government loses control of Brexit

UK reaction: UK government loses control of Brexit

🕔11:03, 10.Sep 2019

Parliament appears to have assumed control for this next phase of the Brexit process. Having passed a key vote on Tuesday, Parliament yesterday voted to pass a bill to require an extension of Article 50, rather than a no deal

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Monetair geschut in stelling

Monetair geschut in stelling

🕔09:53, 10.Sep 2019

Achmea Investment Management Een jaar geleden normaliseerden de Fed en ECB nog hun monetaire beleid. De Fed verhoogde geleidelijk aan de beleidsrente en de ECB stopte eind 2018 met het obligatie-opkoopprogramma. In de loop van 2019 draaiden beide centrale banken

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The investing implications of UK political upheaval

The investing implications of UK political upheaval

🕔07:17, 10.Sep 2019

Brexit-related sentiment swung wildly last week amid UK political turmoil. Scott takes stock of recent Brexit headlines and the investing implications. We identified geopolitical risk as the key market driver in the second half of 2019 in our midyear investment

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