Keep a cautious stance on risk assets, try to improve liquidity management and hedge some credit risk

Keep a cautious stance on risk assets, try to improve liquidity management and hedge some credit risk

🕔14:56, 1.Apr 2020

Contagion speed is key for markets to reach turning point Markets (financial cycle) are leading the economic cycle and will bottom out before the end of the coronavirus pandemic. However, they would stabilise once reassured on three points: The cyclical

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Insights and implications from the Multi-Asset Solutions Strategy Summit 2Q 2020

Insights and implications from the Multi-Asset Solutions Strategy Summit 2Q 2020

🕔13:46, 1.Apr 2020

Just as headwinds from trade policy were beginning to dissipate, the outbreak of COVID19 has pushed the global economy into recession. The speed and depth of the ‘sudden stop’ in the economy is unprecedented, but should the virus be contained,

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COVID-19 impact on the Netherlands

COVID-19 impact on the Netherlands

🕔12:38, 1.Apr 2020

Short but sharp recession Our baseline scenario sees GDP contracting 3.5% Consumer spending dries up, hospitality industry hit very hard… … but offline-to-online substitution limits total fall in consumer spending to an estimated 5% in 2020 In such times as

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As the dust settles, convertible bonds look extremely attractive

As the dust settles, convertible bonds look extremely attractive

🕔11:38, 1.Apr 2020

The sizeable market dislocations of recent weeks have resulted in some anomalous valuations between the convertible and traditional bonds of quality companies. GAM Investments' Jonathan Stanford discusses why this presents a rare opportunity for investors. As we have seen multiple

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A new social contract – sustainable investing during the Covid-19 crisis

A new social contract – sustainable investing during the Covid-19 crisis

🕔10:32, 1.Apr 2020

The coronavirus crisis has seen some high profile companies step up to offer their support. We consider what this means for sustainable investing, and the possibility of a new social contract. Sustainable investing has grown exponentially in recent years. In

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The three phases of investing through a global pandemic

The three phases of investing through a global pandemic

🕔10:12, 1.Apr 2020

Fidelity Global Special Situations Fund Manager Jeremy Podger reviews what has been one of the most eventful periods in a career spanning over 30 years. He also looks ahead to three distinct phases of the coronavirus pandemic – escalation, recovery

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Mutualise or Trust the Printing Press

Mutualise or Trust the Printing Press

🕔08:28, 1.Apr 2020

How much does a lockdown cost? Economic forecasting in the current environment is obviously incredibly more difficult than usual and can even be a perfectly superfluous activity in the face of the sanitary emergency. Still, we need to build some

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Tectonic shift to sustainable investing

Tectonic shift to sustainable investing

🕔08:08, 1.Apr 2020

Weekly commentary It’s important to keep a long-term perspective amid market volatility – such as the extraordinary moves of recent weeks. One enduring trend we see is a move to sustainable investing: a structural shift in investor preferences leading to

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How much has market sentiment worsened?

How much has market sentiment worsened?

🕔07:03, 1.Apr 2020

CEE Market Insights  This week in CEE  Market sentiment data will be in focus this week – and the only question is by how much sentiment has worsened in March. Due to the dynamically changing situation, the February retail sales

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Amid the bear market: 10 themes to consider

Amid the bear market: 10 themes to consider

🕔05:58, 1.Apr 2020

Weekly Investment Commentary U.S. stocks peaked on 19 February, then plummeted in the deepest and fastest decline to a bear market in history. Last week, prices rebounded sharply, as the S&P 500 Index experienced its largest weekly gain since 1938,

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Check out our events calendar, with a lot of interesting #webinars! https://opiniopro.com/events/ #research #HomeOffice

The #coronavirus crisis has highlighted the market’s belief in the long-term potential of listed market champions of sustainability. Our expert #Rupert_Welchman says more in The Good Investment Review by @goodmoneygirl.

Billions, Trillions, or Quadrillions?

All of the World’s Money and Markets...

Top the list?

#Derivatives!! ( estimated at $1 quadrillion)
-> https://www.visualcapitalist.com/all-of-the-worlds-money-and-markets-in-one-visualization-2020/

via @VisualCap

Diversificatie loont! Maar zoals @arjenlubach zich zo mooi kan afvragen: #hoedan?

De #GlobalMarketPortfolio is een mooi startpunt!

Zie verschil tussen @DNB_NL data van #pensioenfondsen en Global Market Portfolio #assetallocation -> https://www.alpharesearch.nl/2020/global-market-portfolio-is-iedereen-de-baas/ via @AlphaResearchNL

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