The case for inflation-linked bonds

The case for inflation-linked bonds

🕔16:06, 6.jan 2020

Mike explains why we favor inflation-linked bonds in both tactical and strategic portfolios. We view inflation risks as underappreciated for 2020 – and beyond. Our base case is for modestly higher U.S. inflation this year, with a risk of upside

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Records, surprises and opportunities

Records, surprises and opportunities

🕔15:00, 6.jan 2020

Global Investment Views As we approach the year-end, a look back over the past 12 months reminds us how unconventional this year of records has been. On the upside, equities rallied to historical highs in December and fixed income returns were also strong

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Norway – the world’s most sustainable country

Norway – the world’s most sustainable country

🕔10:43, 6.jan 2020

Country Sustainability Ranking Update – December 2019 Scandinavia continues to dominate sustainability rankings, lead this time by Norway.  The Nordic 4 along with Switzerland maintain their strong position thanks to leadership in governance, innovation, human capital, and environmental indicators.  Elsewhere

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Index Dashboard: S&P Europe 350 Factor Indices

Index Dashboard: S&P Europe 350 Factor Indices

🕔07:09, 6.jan 2020

Commentary Despite slowing growth and Britain’s ongoing struggles to map an exit from the E.U., central bank stimulus and falling yields helped European equities to mark their best year since 2009. The benchmark S&P Europe 350 rose 6% in the

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De best gelezen #research bij @Opinio_Pro:

#1 7-Year Asset Class Real Return Forecasts #GMO

#2 2020 Long-Term Capital Market Assumptions @InvescoEMEA

#3 What the heart already knew @TriodosIM @TriodosNL

#4 From TINA to FOMO @DWS_Group


Global Asset Allocation Views Q1 2020 -> #AssetAllocation #credit #equites #Equities #FixedIncome via @JPMorganAM

Economic resilience, Fed and elections to drive US markets in 2020 -> #consumption #election #monetarypolicy via @Amundi_ENG

The US federal reserve’s ‘whatever it takes’ moment has arrived -> #AssetAllocation #centralbank #credit #ECB #Equities #FED #USA

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