Asset allocation outlook

Kempen Capital Mang.
By December 9, 2019 11:10

Asset allocation outlook

– US and China heading for a trade deal? 

– Economic recession unlikely

– Equity markets over-optimistic

– Overweight in Emerging Market Debt expanded

Kempen Capital Mang.
By December 9, 2019 11:10

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  1. T. Rowe Price – Webinar – What will a new era bring for Japan?

    October 7 @ 10:00 - 10:30

Twitter

"#Dollar Weakness Helps #Gold To All-Time Highs" -> https://www.opiniopro.com/2020/09/vaneck/dollar-weakness-helps-gold-to-all-time-highs-2/ #us

"As the world starts to look beyond #crisis management and focus returns to non-coronavirus-related objectives, improved regulation could become ..." -> https://www.opiniopro.com/2020/09/blue-bay-asset-management/whats-the-impact-of-covid-19-on-esg-investing/ #coronavirus #esg

"The relentless run in #riskassets over the last five months finally faded a bit in early September, as the S&P 500 fell nearly 8% and the tech-heavy #NASDAQ fell 11%. This year’s returns have been heavily influenced by the …" -> https://www.opiniopro.com/2020/09/northern-trust/an-interesting-fall/

"The current challenging market environment suggests a greater need than ever for alternatives. #Hedgefunds, which target differentiated, positive absolute #returns ..." -> https://www.opiniopro.com/2020/09/ubp/refining-alpha-in-the-hedge-fund-world/ #alpha #alternatives

"All eyes were on #centralbanks. As expected, the #Fed left its rates unchanged. It even said they would not move until inflation rose above 2% and stayed there for some time, a situation ..." -> https://www.opiniopro.com/2020/09/edmond-de-rothschild/central-banks-strive-to-maintain-visbility/

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