Some things never change

Some things never change

🕔17:06, 8.Apr 2020

In many ways, life has changed so much in recent weeks. Our usual routines suddenly seem distant memories. In other ways though, some practices haven’t changed at all. The ongoing management of our portfolios and two key components which underpin

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What is ‘helicopter money’ and is it a good idea?

What is ‘helicopter money’ and is it a good idea?

🕔15:31, 8.Apr 2020

With debate increasing over whether “helicopter money” could help tackle the global economic crisis, we asked Schroders’ chief economist Keith Wade about the tactics of governments. Modern monetary theory (MMT) argues that, rather than central banks printing money to buy

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Indian Equity Market: Navigating With Prudence and Simplicity

Indian Equity Market: Navigating With Prudence and Simplicity

🕔14:36, 8.Apr 2020

The Indian equity market has not been immune to indiscriminate selling due to coronavirus pandemic fears. But while headwinds have picked up for Indian equities in line with global peers, as long-term investors in India, we believe the market continues

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Leading in Uncertain Times

Leading in Uncertain Times

🕔13:37, 8.Apr 2020

As we face the serious and stressful challenge of the COVID-19 humanitarian crisis, we are forced to conduct business in unfamiliar ways. Prime among these is that we are working from home, where we must adapt to social distancing, new

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China: A Gradual Recovery Underway

China: A Gradual Recovery Underway

🕔12:45, 8.Apr 2020

Going into 2020, we expected China’s economy to modestly decelerate from the 6.1% pace of growth in 2019, but to cyclically improve as headwinds from the US-China trade war subsided. The coronavirus outbreak presented a signicant exogenous shock to China’s

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Three things to know about ETF premiums and discounts

Three things to know about ETF premiums and discounts

🕔11:51, 8.Apr 2020

During the recent market volatility, we’ve received questions about premiums and discounts in exchange-traded funds (ETFs), particularly bond ETFs. Our take is that the recent market dislocations amount to another “stress test” that ETFs have so far been passing with

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Containment measures tightened for asymptomatic infections in China

Containment measures tightened for asymptomatic infections in China

🕔10:55, 8.Apr 2020

Daily Pulse Check (April 1)  I. COVID-19 update Overseas: 857k cumulative cases worldwide as of Mar 31 (+75k cases DoD). New cases in the US exceeded 20k. New …

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COVID-19: The tug of war begins

COVID-19: The tug of war begins

🕔10:00, 8.Apr 2020

Spotlight While the humanitarian crisis continues unabated in many regions of the world, April should begin to see some respite in terms of infections starting first in Italy and hopefully continuing into other areas of continental Europe as well. As

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Navigating the storm

Navigating the storm

🕔09:00, 8.Apr 2020

Macro Quarterly Macroeconomic themes and tactical asset allocation opportunities The spread of the coronavirus outside of China, oil price collapse and sharp tightening of financial conditions have put the global economy on the brink of recession. Whether or not the

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Asset Allocation Committee Outlook 2Q20

Asset Allocation Committee Outlook 2Q20

🕔08:04, 8.Apr 2020

As the COVID-19 virus spread around the world, sending markets into turmoil, our Asset Allocation Committee (“the AAC” or “the Committee”) met by video conference because governments were telling citizens not to leave their homes. These are extraordinary circumstances, and

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3 observations amid the COVID-19 crisis

3 observations amid the COVID-19 crisis

🕔07:47, 8.Apr 2020

The global coronavirus pandemic is testing all aspects of everyday life. Jeff Shen discusses how his team are using human and machine-mined insights to assess the landscape and look ahead. These are unusual times, to say the least. Few in

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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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