‘Gold is money. Everything else is credit.’

‘Gold is money. Everything else is credit.’

🕔17:44, 2.okt 2019

Government bonds enjoyed another strong week with yields lower in the key areas. The release of PMI data in Europe offered little in the way of good news. It showed that the manufacturing downturn has taken another leg lower, driven

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Global Investment Outlook: Q4 update

Global Investment Outlook: Q4 update

🕔16:40, 2.okt 2019

Protectionist push – The substantial escalation in the U.S.-China conflict – and unpredictability of U.S. policy actions – have injected additional uncertainty into business planning, threatening to weaken economic activity. Market implication: We favour reducing risk, including raising some cash.

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ECB: waiting for the strategy review

ECB: waiting for the strategy review

🕔15:36, 2.okt 2019

Our narrative on the US economy is relatively simple: for now, while the export-driven side of the economy is struggling, and investment in general is impaired by looming uncertainty with the “trade war” at the top rank of risks, the

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Default is Credit

Default is Credit

🕔14:31, 2.okt 2019

The strong performance from credit markets this year receives limited attention. However, the reality is that default risk remains very low and credit risk premiums generally compensate investors for taking risk. This makes certain strategies in fixed income look attractive.

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Disruption: The Implications of Going Cash-Free

Disruption: The Implications of Going Cash-Free

🕔13:27, 2.okt 2019

What do emerging market giants China and India have in common with Nordic countries Norway and Sweden? These countries are leading the way to a cashless society. With the proliferation of credit cards, smartphones, and wireless broadband, transactions have never

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The fund industry’s wake-up call: how investors want us to act

The fund industry’s wake-up call: how investors want us to act

🕔13:06, 2.okt 2019

Jessica Ground, Global Head of Stewardship, explains why for companies, sustainability is no longer a “nice to have”, it’s an imperative.  But the future of our planet doesn’t just dominate news and social media, it is part of our conversations

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Asset Allocatie week

Asset Allocatie week

🕔12:43, 2.okt 2019

De komende  week wordt er een barrage aan asset allocatie rapporten op OpinioPro gepubliceerd. Van tientallen asset managers kunt u de laatste stand van zaken omtrent hun asset allocatie voorkeuren vernemen. Wie bereidt zich voor op een storm, wie denkt

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How will today’s consumption tax rise affect Japan’s economy?

How will today’s consumption tax rise affect Japan’s economy?

🕔12:02, 2.okt 2019

In a weak global environment, the tax increase underlines Japan’s long-term scal challenges. In a long-awaited move for Japanese economists, investors and policymakers, today Japan raised Value-Added-Tax (VAT) – otherwise known as the consumption tax – from 8% to 10%.

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Economic and Strategy Viewpoint October 2019

Economic and Strategy Viewpoint October 2019

🕔10:53, 2.okt 2019

Hopes of a trade deal between the US and China have helped risk assets of late, but there is little evidence of recovery in the survey data. There is evidence though that investors had became too gloomy in the US

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Productivity: the key to solving Japan’s ‘age-old’ issue

Productivity: the key to solving Japan’s ‘age-old’ issue

🕔09:53, 2.okt 2019

Following years of under-investment, Japanese corporates are finally recognising the benefits of directing their hard-earned cash towards human and physical capital. Prompted by improving corporate governance, the expected boost to productivity is set to be a game changer for an

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Asset allocation overview

Asset allocation overview

🕔08:43, 2.okt 2019

ASSET ALLOCATION Neutral equities – With equities near all-time highs, and given the uncertain macro backdrop, we do not regard short-term risk/reward as very appealing. Underweight core EMU duration – Risks for fixed income markets are mounting, and a reflation

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September 2019: Market news and expert views

September 2019: Market news and expert views

🕔07:42, 2.okt 2019

“The central banks, with their announcements of further measures, have been largely responsible for driving price movements this year. However, we are now expecting a change in the factors driving the capital markets, with the state of the economy usurping

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Large, liquid and unloved: China’s story runs deeper than trade

Large, liquid and unloved: China’s story runs deeper than trade

🕔07:26, 2.okt 2019

China’s onshore equity market, while both vast and liquid, is relatively untapped by foreign investors. Jeff Shen looks beyond the trade war to explore the makings of a unique investment opportunity. Most of what investors hear about China today centers

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