8 Keys to understand SRI

8 Keys to understand SRI

🕔16:58, 20.jan 2020

What are ESG criteria? ESG (Environmental, Social and Governance) criteria are non-financial analytical criteria used to evaluate how companies take sustainable development into account in relation to their operations and medium to long-term strategy. They are broken down into three

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The recessionary cloud is about to lift

The recessionary cloud is about to lift

🕔16:58, 20.jan 2020

Take the lead – Global Insights 2020 The dominant theme as 2019 began – following three months of steep falls on world markets – was recession. But this threat was not obvious to us. Markets were pricing a downturn that

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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

🕔16:55, 20.jan 2020

Investment Insights Blue Paper Fixed income: attractive yields in rangebound markets Following the three rate cuts agreed by the Fed last year, the bar for delivering further accommodation is high, and the central bank may be willing to allow some

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2020 outlook: on a wing and a prayer

2020 outlook: on a wing and a prayer

🕔16:54, 20.jan 2020

The Big Picture 2019 has been a good year with strong returns on a broad range of assets. The global economy has decelerated but we hope policy easing will stabilise things during 2020 (the wing and a prayer). Our favoured

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Gloom doesn’t mean depression

Gloom doesn’t mean depression

🕔16:53, 20.jan 2020

Macro-Economic Outlook for 2020 – Manufacturing activity has fallen to levels not seen since the global financial crisis; rising trade and geopolitical tensions raise downside risks to business activity – But domestic demand is holding up well – And discussions

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Vanguard’s global outlook for 2020

Vanguard’s global outlook for 2020

🕔16:43, 20.jan 2020

Global economy: Trade tensions and broader uncertainty drag on demand and supply The continued slowdown in global growth foreseen a year ago has been accentuated during 2019 by a deterioration in the global industrial cycle. A broad escalation of policy

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2020 Long-Term Capital Market Assumptions

2020 Long-Term Capital Market Assumptions

🕔16:37, 20.jan 2020

The Strategic Perspective. Looking out into the horizon, we believe the next decade will be vastly different. Extraordinary measures by central banks pulled us out of the Great Recession and encouraged investors to take on excess risk. Global asset prices

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2020 Long-Term Capital Market Assumptions

2020 Long-Term Capital Market Assumptions

🕔16:34, 20.jan 2020

The Strategic Perspective. Looking out into the horizon, we believe the next decade will be vastly different. Extraordinary measures by central banks pulled us out of the Great Recession and encouraged investors to take on excess risk. Global asset prices

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A cyclical rotation

A cyclical rotation

🕔15:27, 20.jan 2020

Weekly commentary – We favor a cautious tilt into cyclical assets, with expectations for a rebound in global trade and manufacturing activity. – We see global growth stabilizing and gradually picking up over the next six to 12 months, thanks

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New information on Strategy Review?

New information on Strategy Review?

🕔15:10, 20.jan 2020

Week Ahead The ECB’s Governing Council will meet next week. Both the meeting and the following press conference by President Lagarde should be uneventful. In any case, monetary policy is not at issue. New indications regarding the course of the

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Growth to pick up…

Growth to pick up…

🕔14:01, 20.jan 2020

Davos Brief The global economic expansion is stretching, but powerful structural trends are testing limits — and intersecting with the near-term outlook. The trends include rising inequality and social unrest; deglobalization and fragmentation into trade blocs; an intensifying focus on

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A roadmap to navigate political tensions

A roadmap to navigate political tensions

🕔13:00, 20.jan 2020

Key Messages 1. Lessons from the US-Iran conflict. Last week, Iran executed its announced retaliation, firing missiles against US military bases in Iraq. Oil prices jumped 5% and S&P 500 futures pointed to a 1.7% lower start to the day

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AFM Strategie 2020-2022

AFM Strategie 2020-2022

🕔11:57, 20.jan 2020

Samenvatting  De strategie geeft aan waar de AFM zich de komende jaren op gaat richten. De AFM-strategie 2020-2022 bouwt voort op de vernieuwing en versterking van het toezicht die de afgelopen jaren is ingezet en beweegt mee met wat er in de buitenwereld gebeurt.

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The wealthy population will continue to grow at a modest pace in 2020

The wealthy population will continue to grow at a modest pace in 2020

🕔10:52, 20.jan 2020

This follows a very strong, but somewhat unanticipated performance in 2019, largely off the back of substantial gains in the equities market. The outlook for the wealthy improved over the last few months of 2019, yet worries remain over febrile

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The Global Growth Marathon

The Global Growth Marathon

🕔09:44, 20.jan 2020

Capital Market Line Last year proved to be a turning point. Word of an imminent trade deal between the US and China represented a peak in trade escalation and uncertainty. Global manufacturing – the epicenter of the trade war – began to

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AFM Agenda 2020

AFM Agenda 2020

🕔08:42, 20.jan 2020

Voorwoord Het toezicht van de AFM draait om het tijdig zien, begrijpen en aanpakken van belangrijke toezichtproblemen. Trends beïnvloeden ons speelveld en zorgen voor nieuwe kansen en risico’s. De Agenda 2020 duidt de belangrijkste trends in de financiële sector en laat zien op welke belangrijke risico’s we ons komend jaar

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Meet the strategist: Mike Pyle

🕔07:30, 20.jan 2020

BlackRock’s Global Chief Investment Strategist Mike Pyle shares how he got from the White House to asset management, why he doesn’t have time for hobbies and more in the latest installment in our ongoing series of Q&As with BlackRock investment

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20/20-zicht op 2020?

20/20-zicht op 2020?

🕔15:29, 17.jan 2020

De standaard voor opticiens in de Verenigde Staten is een 20/20-zicht (20/20 vision). Dat geeft aan wat een "normaal" mens zonder oogafwijkingen zou moeten kunnen zien als hij 20 voet van een oogkaart staat. Een 20/20-zicht betekent dat een mens

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High stock valuations demand a focus on quality in 2020

High stock valuations demand a focus on quality in 2020

🕔14:32, 17.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. *Perkins Investment Management is a subsidiary

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“Global economy stabilising but recovery not yet assured”

“Global economy stabilising but recovery not yet assured”

🕔13:33, 17.jan 2020

Global Snapshot Trends to watch: US Fed on hold 13 of 17 participants at the December Federal Open Market Committee meeting expected current official rates to remain appropriate throughout 2020. The central bank injected liquidity via Treasury bill purchases and

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3 tips for investing in the low-carbon transition

🕔12:48, 17.jan 2020

We’ve read the headlines. Extreme weather events from wildfire to floods are forcing governments and companies around the world to consider climate-related risks as they plan for the future. Reducing greenhouse gas (GhG) emissions has been central to these plans

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Contained supply versus inflation fears

Contained supply versus inflation fears

🕔12:47, 17.jan 2020

CEE Bond Market Report CEE could face limited issuance this year. The fundamentals are generally fine, except for Romania, where the rating outlook is negative. High inflation does not warrant too much spread narrowing in CEE, except for Croatia and

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Eye on the Market: Rotten Tomatoes

Eye on the Market: Rotten Tomatoes

🕔11:28, 17.jan 2020

Consensus reactions to the Phase I US-China deal are very skeptical, but may be missing the broader point. A brief note on what happened, and the alternatives. Continue Reading Listen to the audio file or subscribe to the podcast to

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2020 ESG trends to watch

2020 ESG trends to watch

🕔10:51, 17.jan 2020

Executive summary ESG themes are long-term, but some can emerge with sudden force. We are watching five trends we believe will unfold in 2020 to catapult ESG investing into the new decade. Solving the climate crisis is likely to take

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Bank of England signals January rate cut

Bank of England signals January rate cut

🕔09:57, 17.jan 2020

We change our forecast to a near-term rate cut After a year of political uncertainty and volatility in the UK, more recently it has been the economic outlook that has recorded sudden change. As Governor Carney approaches his last monetary policy meeting as

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Zoek

Twitter

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

-> https://www.opiniopro.com/

Global Asset Allocation Views Q1 2020 -> https://www.opiniopro.com/2020/01/jp-morgan/global-asset-allocation-views-q1-2020/ #AssetAllocation #credit #equites #Equities #FixedIncome via @JPMorganAM

Economic resilience, Fed and elections to drive US markets in 2020 -> https://www.opiniopro.com/2020/01/amundi/economic-resilience-fed-and-elections-to-drive-us-markets-in-2020-2/ #consumption #election #monetarypolicy via @Amundi_ENG

The US federal reserve’s ‘whatever it takes’ moment has arrived -> https://www.opiniopro.com/2020/01/ubp/the-us-federal-reserves-whatever-it-takes-moment-has-arrived/ #AssetAllocation #centralbank #credit #ECB #Equities #FED #USA

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