Hawks increasingly scarce

Hawks increasingly scarce

🕔18:08, 3.okt 2019

As one central bank after the other announces cuts to interest rates, we continue to believe that buying duration will be worthwhile for investors, even with yields close to record lows.

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Helicopters wanted

Helicopters wanted

🕔17:03, 3.okt 2019

In making Apocalypse Now, director Francis Ford Coppola learned that if you want to get something done you need government helicopters, famously locating film production in the Philippines when the country’s then-president agreed to provide him with military equipment. The

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A growth recovery in waiting

A growth recovery in waiting

🕔15:57, 3.okt 2019

We expect a pickup in global growth in the next six to 12 months, as policy stimulus gradually filters through to the real economy. The Fed has cut interest rates, but its noncommittal view on the rate outlook suggests expectations

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Weekly Economic Commentary

Weekly Economic Commentary

🕔14:53, 3.okt 2019

The Digital Divide Is About To Get Wider The Case of the Missing Reserves Japan Tries To Raise Taxes

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Market Flash: The Geopolitical Context Remains Uncertain

Market Flash: The Geopolitical Context Remains Uncertain

🕔13:49, 3.okt 2019

Once again, markets danced to the tune of developments in US politics and the trade war. The Democrats started a pre-impeachment procedure against Donald Trump. Washington is still looking for a broad agreement with Beijing, one that goes beyond simply

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Forecasting Combination: An Application For Exchange Rates

Forecasting Combination: An Application For Exchange Rates

🕔12:43, 3.okt 2019

This paper tries to forecast exchange rates by comparing forecasting methods that take into account cointegration and methods that do not. The first finding is that taking into account cointegration provides better forecasting results. Furthermore, the factor model with cointegration

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Riding the storm

Riding the storm

🕔11:49, 3.okt 2019

Investment returns have been strong across the board in 2019 so far. Fixed income asset classes are up around 10%, and equity markets and alternatives have done even better. But it hasn’t felt like a bull market environment for investors

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Global Asset Allocation Views Q4

Global Asset Allocation Views Q4

🕔10:34, 3.okt 2019

TWO ISSUES HAVE DOMINATED THE ECONOMIC NARRATIVE IN 2019: TRADE AND MONETARY POLICY. So much so that all of the major gyrations in markets over the year can be linked to one or both of them. Rolling one-year returns on

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Visie op asset allocatie 2019-09

Visie op asset allocatie 2019-09

🕔09:30, 3.okt 2019

Onzekerheid troef. De handelsoorlog tussen de VS en China lijkt ver van een oplossing, de Brexit kan hard of zacht uitvallen en of het de nieuwe Italiaanse regering lukt om te voldoen aan de Europese begrotingsregels weten we ook niet

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Asset Allocation

Asset Allocation

🕔09:10, 3.okt 2019

Asset Allocation

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Barometer of financial markets, September investment outlook

Barometer of financial markets, September investment outlook

🕔08:06, 3.okt 2019

As central banks aren't likely to deliver the volume of stimulus markets are hoping for, we remain underweight equities.

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Going direct: How central banks could deal with the next downturn

Going direct: How central banks could deal with the next downturn

🕔07:25, 3.okt 2019

Elga discusses how central banks could “go direct” and use unprecedented coordination between monetary and fiscal policy to deal with the next downturn. This is the fourth and final blog in a series on the topic of “Dealing with the

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