The Third Time Should Be the Charm

The Third Time Should Be the Charm

🕔17:29, 26.Nov 2019

The end of this expansion’s third mini-slowdown and rebound in global PMI’s should lead to a greater rebound in cash flows than in GDP, like the prior two mini-slowdowns. A plateauing of trade hostilities, instead of outright reversals, is enough

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Global Sustainable Outcomes

Global Sustainable Outcomes

🕔16:42, 26.Nov 2019

As we have moved through the year – and certainly in the third quarter – climate change and its impacts have moved up the agenda. As this focus intensifies, investors are increasingly looking to the corporate sector for evidence of

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US leveraged loans – behind the scenes

US leveraged loans – behind the scenes

🕔15:33, 26.Nov 2019

 The US leveraged loan market has proven to be, until recently, resilient, despite facing a challenging environment over the past few years. Outflows from the retail component of the US leveraged loan market have been incessant for the past year,

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Risicostandaarden Beleggingen 2018

Risicostandaarden Beleggingen 2018

🕔14:53, 26.Nov 2019

Sinds 2010 publiceert CFA Society VBA Netherlands het rapport risicostandaarden. Met dit rapport willen wij bijdragen aan de zorgvuldige selectie van beleggingscategorieën en constructie van beleggingsportefeuilles en daarmee aan de kwaliteit van de beleggingsdienstverlening in Nederland. De aanbevelingen zijn gericht

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France, Italy and Spain under pressure

France, Italy and Spain under pressure

🕔14:09, 26.Nov 2019

Week Ahead The draft budgets of France, Italy and Spain for the coming year were (not unexpectedly) not well-received by the European Commission. Despite high debt ratios, none of the three countries plans to make any significant budgetary adjustment. Therefore,

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Trade Remains in Focus; Manufacturing Steadies

Trade Remains in Focus; Manufacturing Steadies

🕔13:08, 26.Nov 2019

A review of the week's top global economic and capital markets news. For the week ending 22 November 2019 As of noon on Friday, global equities are on pace to close modestly lower on the week. The yield on the

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CEE Market Insights | Strength of CEE economies lies in domestic demand

CEE Market Insights | Strength of CEE economies lies in domestic demand

🕔11:59, 26.Nov 2019

This week, we should get confirmation that the strength of CEE economies lies in domestic demand. Consumer confidence is strong, as the unemployment rate hit historically low levels and wages keep growing. Such a situation translates into robust private consumption

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Fragile 20-20 Vision Global Outlook 2020 and 2021

Fragile 20-20 Vision Global Outlook 2020 and 2021

🕔10:51, 26.Nov 2019

Re-balance sheet policy Theme of the month: Fragile up-tick in 2020 to give way in 2021 Macro update: Firmer 2020 will defer the monetary-fiscal stimulus debate into 2021 Investment strategy: Central banks lend air cover to assets but a strong

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Uncommon Yields – How China is a rare bright spot in a world deprived of yield

Uncommon Yields – How China is a rare bright spot in a world deprived of yield

🕔08:53, 26.Nov 2019

Most global investors have not yet considered their China fixed income allocation. China is the second-largest bond market in the world at $13 trillion.1 The 10-year China government bond yields 3.2% compared to 1.8% in the US and -0.5% in

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What matters more – making money or not losing it?

What matters more – making money or not losing it?

🕔07:54, 26.Nov 2019

Redefining your lens on risk may help you win more by losing less. What does the word “risk” mean to you? In asset management, risk is commonly defined as standard deviation, or how much an investment’s returns vary from its

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