Tectonic shift to sustainable investing

Tectonic shift to sustainable investing

🕔16:48, 7.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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COVID-19: Uncharted Waters for the Economy and Markets

COVID-19: Uncharted Waters for the Economy and Markets

🕔15:42, 7.Apr 2020

Q2 2020 Outlook & Review  The rapid spread of the coronavirus has triggered a global health crisis, rocked global financial markets, and caused a sudden stop in the global economy. Global equity markets have melted down at a dizzying pace,

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Tentative Signs of Improvement

Tentative Signs of Improvement

🕔14:42, 7.Apr 2020

Investment Strategy Commentary  Market Signals We have written about the key market signals we are monitoring to assess the effectiveness of the monetary, fiscal and health policy responses to the COVID-19 virus. We are seeing some progress on the monetary

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Covid-19: The scenarios, the lockdown, the reaction, the recovery

Covid-19: The scenarios, the lockdown, the reaction, the recovery

🕔13:32, 7.Apr 2020

THINK Economic and Financial Analysis Four scenarios for the global economy and financial markets beyond coronavirus A virus-driven ice age: ING's Carsten Brzeski on the economic truths of the Covid-19 crisis, our scenarios for the future and the reality of

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COVID-19 market scenarios

COVID-19 market scenarios

🕔13:13, 7.Apr 2020

UBS House View World leaders have made unprecedented decisions around the costs and benefits of temporarily restricting economic activity to limit the spread of an infectious disease. The social distancing measures now in place across much of the world—ranging from

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The shape of the rebound

The shape of the rebound

🕔12:09, 7.Apr 2020

Research & Strategy Insights Key points • The deterioration in the US labour market is steep • It seems the US is far from “peak epidemic”, consistent with a longer lockdown than in Europe, delaying the rebound in the world

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March unemployment is due in Poland and Czechia

March unemployment is due in Poland and Czechia

🕔11:07, 7.Apr 2020

CEE Market Insights  Determining the probable impact of the coronavirus on the economy is the main news topic at the moment. Over the weekend, Hungary announced the fiscal package and more details should be delivered at the beginning of the

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COVID-19 and U.S. life insurers

🕔11:01, 7.Apr 2020

We look at YE2019 asset exposures in the U.S. life industry that have a high likelihood of being impacted by the effects of and response to COVID-19.

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Building timeless portfolios

Building timeless portfolios

🕔08:59, 7.Apr 2020

Minimum volatility strategies are one way to seek more equity stability, which may help investors stay in the markets over the long run. Severe volatility tests even the most disciplined investors. The longest-ever bull market for U.S. stocks came to

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Where We Stand: Asset Class Views

Where We Stand: Asset Class Views

🕔08:58, 7.Apr 2020

Portfolio Construction Solutions  We are at 2% overweight in large-cap growth on the belief that near-term coronavirus-driven volatility presents longer-term buying opportunities based on our back-half growth thesis. Large-Cap Value Overweight We are at a 2% overweight on large-cap value

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Economic impact of the corona crisis

Economic impact of the corona crisis

🕔07:56, 7.Apr 2020

What can we learn from past pandemics? The outbreak of the coronavirus in China at the end of 2019 has now turned into a worldwide pandemic, leading to a rapidly rising humanitarian toll. To further suppress the spread of the

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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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