Het Jaar van de Rat

Het Jaar van de Rat

🕔14:02, 24.Jan 2020

De Chinese economie is sterk maar beleggers moeten op hun hoede blijven Als de Chinezen aanstaande zaterdag (25 januari) het Jaar van de Rat ingaan, is de economische groei van China weliswaar duurzamer geworden, maar hoogwaardige bedrijven zijn nog steeds zeldzaam.

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Van Twee Kanten

Van Twee Kanten

🕔13:01, 24.Jan 2020

Hi Caspar, In mijn vrije tijd kijk ik graag naar “Last Week Tonight”, de Amerikaanse variant van “Zondag met Lubach”. Recent kwam naar buiten dat het programma twee jaar geleden is aangeklaagd vanwege kritische berichtgeving op Bob Murray, de CEO

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Reining in animal spirits

Reining in animal spirits

🕔11:52, 24.Jan 2020

Reining in animal spirits  Check the speed limits  Markets clearly want to believe in a robust recovery, and to some extent we agree the skies have cleared. Still, we would love to see actual data match this rebound in sentiment.

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Global Asset Allocation Views Q1 2020

Global Asset Allocation Views Q1 2020

🕔10:48, 24.Jan 2020

In Brief This year was dominated by trade tension, weak manufacturing and a sharp dovish shift in monetary policy. In 2020, we anticipate that headwinds from trade and manu- facturing dissipate while policy will remain accommodative; and as a result,

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Economic resilience, Fed and elections to drive US markets in 2020

Economic resilience, Fed and elections to drive US markets in 2020

🕔09:43, 24.Jan 2020

Dear client, 2019 proved a strong year for US assets, with US equity markets recording the strongest annual total return since 2013 and the US aggregate bond index up almost 9.0%. In addition, the past decade proved the best ever for the

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The US federal reserve’s ‘whatever it takes’ moment has arrived

The US federal reserve’s ‘whatever it takes’ moment has arrived

🕔08:37, 24.Jan 2020

Monthly investment outlook Global equities pressed higher in December with risk free yields rising while credit spreads compressed as liquidity growth accelerated into year end. With the Fed recognising that it had not eased the USD liquidity backdrop meaningfully since September’

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2020 Vision Check: All Things Considered, Not Bad

2020 Vision Check: All Things Considered, Not Bad

🕔08:03, 24.Jan 2020

Thoughts from our Chief Investment Strategist A common reaction to a year of strong fixed income returns in a late-cycle environment is that the perceived lack of value and the potential risks may soon bring a shift in sentiment that

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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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