3 trends to watch in the Chinese New Year

3 trends to watch in the Chinese New Year

🕔07:34, 24.jan 2020

Chris discusses key long-term trends in China as both a new decade and the 12-year lunar new year cycle begin. For those celebrating the Lunar New Year, 2020 is the Year of the Rat, the first of the 12-year cycle

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Seven Macro Themes for 2020

Seven Macro Themes for 2020

🕔07:00, 24.jan 2020

The outlook for the global economy has improved over the past three months, but there may be less capacity to combat a recession when it comes. We discuss seven key macroeconomic themes we expect in 2020 and implications for investors. 

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Why we like cyclical assets

Why we like cyclical assets

🕔16:27, 23.jan 2020

Kurt lays out why we advocate for a cautious tilt into cyclical assets, such as emerging market and Japanese stocks. The new year has greeted markets with generally good news: The “Phase 1” trade deal between the U.S. and China

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Global Investors’ Summit November 2019

Global Investors’ Summit November 2019

🕔15:38, 23.jan 2020

Invesco Fixed Income White Paper Series Over 80 investors gathered in Houston in November to discuss and debate Invesco Fixed Income’s views on global macroeconomic trends. Macro themes play an important role in Invesco Fixed Income’s investment process and our framework of

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Equities continue to rise on risk-on sentiment

Equities continue to rise on risk-on sentiment

🕔14:37, 23.jan 2020

U.S. equities rose for a second consecutive week, with the S&P 500 Index advancing close to 2%. 1 The signing of the U.S./China phase-one trade deal and the ratification of the USMCA trade agreement seems to have removed some significant

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Set phasers to one –trade war pause

Set phasers to one –trade war pause

🕔13:39, 23.jan 2020

Theme of the month: Set phasers to one –trade war interregnum   The US and China signed a ‘Phase One’ trade deal. The deal included a modest lowering of some US tariffs on China, in return for an ambitious $200bn

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ForexNews – USdollar, Japanese yen, Swiss franc

ForexNews – USdollar, Japanese yen, Swiss franc

🕔12:38, 23.jan 2020

USD: Euro should gain   Over the past few weeks, EURUSD has been hovering in a relatively narrow range around 1.11. With a stable economy in the US and so far only modest indications of a recovery in the Eurozone,

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High stock valuations demand a focus on quality in 2020

High stock valuations demand a focus on quality in 2020

🕔12:07, 23.jan 2020

Late in the market cycle, Greg Kolb, Chief Investment Officer for Perkins Investment Management*, shares why he thinks investors would do well to focus on high–quality value or cyclical stocks, particularly outside the US.   Where do you see opportunities

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Play Your Game

Play Your Game

🕔11:10, 23.jan 2020

Given the heightened “noise” around geopolitics and macroeconomic uncertainties, our strong suggestion is to play heavily to one’s strengths in today’s markets. All of us at KKR see a clear path forward to leverage the distinct areas of investment and operational expertise that

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USD: Euro should gain

USD: Euro should gain

🕔10:05, 23.jan 2020

Forex News – US dollar, Japanese yen, Swiss franc Over the past few weeks, the EURUSD has been hovering in a relatively narrow range around 1.11. With a stable economy in the US and so far only modest indications of a

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The Global Risks Report 2020

The Global Risks Report 2020

🕔09:00, 23.jan 2020

Insight Report 15th Edition In partnership with Marsh & McLennan and Zurich Insurance Group​

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Capital Markets View

Capital Markets View

🕔07:55, 23.jan 2020

Corporate earnings remained weak through the first three quarters of the year, but expectations of a better 2020 outlook pushed global equity prices higher during the third quarter, with equities in the United States logging their strongest performance since 2013…

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State Street Pulse Survey

State Street Pulse Survey

🕔06:51, 23.jan 2020

Executive Summary The survey results are based on 102 responses from asset managers and asset owners. The firms represented are primarily large (more than $100 billion under management) and based in the United States. All respondents serve in investment management, investment

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Markets celebrating! But Factor Investors?

Markets celebrating! But Factor Investors?

🕔15:26, 22.jan 2020

Not So Much… Equity markets around the globe prospered in 2019, as investors were buoyed by the de-escalation of the US-China trade war towards the end of the year, central bank easing around the world—including three interest-rate cuts by the

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All quiet on the UK high street.

All quiet on the UK high street.

🕔15:07, 22.jan 2020

In Credit

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The ECB, the FED, rates, yields and currencies

The ECB, the FED, rates, yields and currencies

🕔14:02, 22.jan 2020

As much as central banks drive bond markets, as little they drive currencies. At least in the short term. But in 2020 they are likely to drive little anyways. Even though central banks were once again among the most important

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De voorbije week in een notendop

De voorbije week in een notendop

🕔13:01, 22.jan 2020

In hun eerste handelsovereenkomst met China vragen de VS om meer industriële goederen, energie en landbouwproducten te kunnen exporteren. De handelsspanningen nemen af, maar de meeste Amerikaanse tarieven op Chinese goederen blijven bestaan.  De solide cijfers voor de Chinese economie (bv. industriële

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Waarom Colgate zo veel duurder is in India dan in de VS

Waarom Colgate zo veel duurder is in India dan in de VS

🕔11:52, 22.jan 2020

Marktcommentaar – 20 januari 2019 Net als veel andere grote opkomende markten is India de afgelopen jaren qua rendement achtergebleven. Voor de lange termijn zijn er echter sterke drijvers voor de aandelenmarkt van het subcontinent, zo stelt Lodewijk van der Kroft, partner

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Do highly indebted large corporations pose a systemic risk?

Do highly indebted large corporations pose a systemic risk?

🕔07:35, 22.jan 2020

At the end of 2018, “at-risk” firms in France were estimated to have total gross debts of EUR 187 billion. A 100 basis-point rise in their cost of financing could push this amount up by 60%, potentially posing a risk

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In the Year of the Rat, think even longer term

In the Year of the Rat, think even longer term

🕔06:28, 22.jan 2020

Active is: Sharing insights This Chinese New Year, more than a billion people globally will celebrate the Year of the Rat. We believe investors everywhere can also find reason to celebrate China as a source of continued economic growth. Even if US-China

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Central Banks on hold in 2020

Central Banks on hold in 2020

🕔15:48, 21.jan 2020

Central Bank Monitor​ As of October 30, 2019, the Fed lowered its key rate for the third time in the year. The Fed signaled that it plans no further cuts unless it sees a “material deterioration” in the economic outlook.

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Stabilization amid heightened uncertainties

Stabilization amid heightened uncertainties

🕔14:45, 21.jan 2020

Allocation views – Perspective from Franklin Templeton Multi Asset Solutions The new year started with a bout of volatility, driven by tensions in the Middle East. US forces assassinated General Qassem Soleimani, leader of Iran’s Revolutionary Guard Corps, which grabbed headlines and

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Global economy to take a breather in 2020

Global economy to take a breather in 2020

🕔13:40, 21.jan 2020

Interest Rate Outlook Eurozone, USA We enter 2020 with optimism. The political upheavals that defined 2019 should diminish. Although none of the issues have been resolved, they should exert no pressure on the markets for the better part of the

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The Aristotle List: 10 improbable but possible outcomes for 2020

The Aristotle List: 10 improbable but possible outcomes for 2020

🕔12:39, 21.jan 2020

Uncommon truths It is time to forget central scenarios and think about improbable but possible outcomes. Despite current geopolitical tensions, our surprises display a sense of hope (these hypothetical predictions are our views of what may happen even if they

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Flexibility does not come for free

Flexibility does not come for free

🕔11:30, 21.jan 2020

Insight An EU-UK free trade agreement will result in new barriers to trade and border friction even if the UK chooses to unilaterally align itself with EU rules and regulations. Prime Minister Boris Johnson has said that the UK will “not

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Zoek

Twitter

Triodos IM impactfondsen voegen waarde toe aan uw portefeuille -> https://www.opiniopro.com/2019/12/triodos/wat-het-hart-al-wist/ #esg #impact #impactinvesting #portfolioconstruction #volatility via @TriodosIM @TriodosNL

2020 Long-Term Capital Market Assumptions -> https://www.opiniopro.com/2019/11/invesco/2020-long-term-capital-market-assumptions/ #expectedRetunrs #LTCMA #equity #fixedincome #alternatives #HedgeFunds via @InvescoInsights @InvescoUS @InvescoEMEA

The Global Risks Report 2020 -> https://www.opiniopro.com/2020/01/opiniopro-selection/the-global-risks-report-2020/ #Risk #riskmanagement #economy #enviromental #geopolitics #technology

Alle deelnemers van het Nationale Asset Allocatie Debat op een rijtje. Een debat met 3 rondes en stellingen als: Wat zijn de alternatieven voor TINA?
Wees er bij: 4 februari Asset Allocation Awards
https://www.assetallocationawards.nl/debat-sprekers/

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