Draghi’s gamble leaves Lagarde with work to do

Draghi’s gamble leaves Lagarde with work to do

🕔18:01, 19.Sep 2019

ECB View: Large-scale fiscal stimulus is unlikely to come through, while markets were not impressed with the package – In the months running up to last week’s Governing Council meeting, the ECB stressed its dissatisfaction with the inflation outlook and

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Central and Eastern Europe defying gravity?

Central and Eastern Europe defying gravity?

🕔16:59, 19.Sep 2019

Recently-published flash estimates of GDP growth in Central and Eastern Europe (CEE) depict a rather supportive picture of economic activity in the second quarter (Q2) (Exhibit 1). Undoubtedly, the quarterly growth clip decelerated somewhat, but remained laudable with Poland up

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Longer-term asset allocation views: 2019 and beyond What to expect in the next 5-7 years

Longer-term asset allocation views: 2019 and beyond What to expect in the next 5-7 years

🕔15:51, 19.Sep 2019

In this publication, we describe in detail how we go about forecasting longer-term returns for a large number of asset classes. Our expectations for many assets are generally moderate compared to the returns of the past and lower than their

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Multi Asset Income Monthly Insight

Multi Asset Income Monthly Insight

🕔14:47, 19.Sep 2019

Income seekers shouldn’t run from the market when uncertainty rises. Rising geopolitical risk weighed on investor sentiment and sent stocks lower in August. Most notably, U.S.China trade tensions escalated, with retaliatory actions from both sides. While risk assets sold off,

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Infographic: A snapshot of the world economy in September 2019

Infographic: A snapshot of the world economy in September 2019

🕔13:43, 19.Sep 2019

 Infographic: A snapshot of the world economy in September 2019

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Can we avoid an energy crunch?

Can we avoid an energy crunch?

🕔12:39, 19.Sep 2019

Huge investment is needed if we are to meet climate targets while still keeping the lights on. This creates opportunities for investors.

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Active investing in emerging markets (EM)

Active investing in emerging markets (EM)

🕔11:40, 19.Sep 2019

Emerging markets (EM) are in the midst of a structural transformation. As many EM economies have moved up the income chain, the composition of their equity markets has shifted, first toward manufacturing and then to services, with technology one of

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Is now the time for value?

Is now the time for value?

🕔10:28, 19.Sep 2019

While September seems to have brought calmer markets at the headline level, beneath the surface this has not been the case. The past few weeks have seen momentum and growth trades come under pressure, with value outperforming growth by 4.1%

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Is a US recession around the corner?

Is a US recession around the corner?

🕔10:05, 19.Sep 2019

Recession worries intensified last week, with forecasters downgrading expectations for growth, earnings, and the outlook for US Treasury yields. We now expect US economic growth to slow to 1.3% next year, down from 2.3% this year, with the trade conflict

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Primer on municipal bonds: What investors need to know

Primer on municipal bonds: What investors need to know

🕔09:01, 19.Sep 2019

Bond yields have nose-dived once more this summer in light of renewed geopolitical tensions and a decelerating global economy. GAM Investments’ Bogdan Manescu believes that fixed income investors can still find value and attractive yields in emerging market (EM) sovereign,

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US/China trade war undermines the outlook for equities

US/China trade war undermines the outlook for equities

🕔07:59, 19.Sep 2019

For the past 10 years, I have been positive about the prospects for equities. But at the end of May, I downgraded my view to neutral as the trade war between the US and China escalated. The rhetoric between the

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Why megatrend ETFs offer long-term growth potential

Why megatrend ETFs offer long-term growth potential

🕔07:16, 19.Sep 2019

A Q&A with the head of iShares in the U.S., Canada and Latin America on how investors can tap into long-term megatrend opportunities. A game plan for investing in the future of innovation: megatrends. Megatrends are long-term global trends in

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Check out our events calendar, with a lot of interesting #webinars! https://opiniopro.com/events/ #research #HomeOffice

The #coronavirus crisis has highlighted the market’s belief in the long-term potential of listed market champions of sustainability. Our expert #Rupert_Welchman says more in The Good Investment Review by @goodmoneygirl.

Billions, Trillions, or Quadrillions?

All of the World’s Money and Markets...

Top the list?

#Derivatives!! ( estimated at $1 quadrillion)
-> https://www.visualcapitalist.com/all-of-the-worlds-money-and-markets-in-one-visualization-2020/

via @VisualCap

Diversificatie loont! Maar zoals @arjenlubach zich zo mooi kan afvragen: #hoedan?

De #GlobalMarketPortfolio is een mooi startpunt!

Zie verschil tussen @DNB_NL data van #pensioenfondsen en Global Market Portfolio #assetallocation -> https://www.alpharesearch.nl/2020/global-market-portfolio-is-iedereen-de-baas/ via @AlphaResearchNL

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