Top 5 Research this week: Tag Asset Allocation in the lead

Top 5 Research this week: Tag Asset Allocation in the lead

🕔10:34, 30.May 2020

#22 Since COVID-19 webinars are booming business, we see this in our calendar analytics as well. Every month the events page is a great hit. Coming month are some very interesting webinars again you don’t want to miss: On June

Read Full Article
Going green

Going green

🕔14:22, 29.May 2020

Real estate and sustainability in APAC With both events likely to witness widespread damage to public health, disruption to economic systems, and yet face solutions that can be guided by scientific evidence, parallels between the COVID-19 outbreak and the climate

Read Full Article
Leverage and margin spirals in fixed income markets during the Covid-19 crisis

Leverage and margin spirals in fixed income markets during the Covid-19 crisis

🕔14:17, 29.May 2020

BIS Bulletin Key takeaways For a two-week period in mid-March 2020, government bond markets experienced uncharacteristic turbulence, sometimes selling off sharply in risk-off episodes when they would normally attract safe haven flows. Evidence in the US Treasury market points to

Read Full Article
An Investment Only a Mother Could Love: The Case for Natural Resource Equities

An Investment Only a Mother Could Love: The Case for Natural Resource Equities

🕔14:09, 29.May 2020

Executive summary After a rough decade for commodities and commodity producers, we see resource companies trading at record low valuation levels relative to the broad equity market on some measures. Even if commodity prices were to stay flat, public resource

Read Full Article
The Dawning of a Golden Decade

The Dawning of a Golden Decade

🕔12:59, 29.May 2020

“All roads lead to gold.” Takeaways Monetary policy normalization has failed …  

Read Full Article
Opportunities in Long Credit for European Corporate Pension LDI Portfolios

Opportunities in Long Credit for European Corporate Pension LDI Portfolios

🕔11:55, 29.May 2020

For corporate pension funds, increased exposure to long credit could help: Close the spread duration gap: European corporate pension funds are generally underweight spread duration versus their liabilities. In the current market environment, wider spreads offer an opportunity to invest

Read Full Article
A rollercoaster ride, where next…

A rollercoaster ride, where next…

🕔10:55, 29.May 2020

Market Commentary The first four months of 2020 have been exceptional for financial markets due to the spread of the coronavirus. Out of all asset classes, commodities were probably hit most severely due to the general collapse in global economic

Read Full Article
A reporting season already hit hard by the pandemic

A reporting season already hit hard by the pandemic

🕔09:45, 29.May 2020

In the wake of first-quarter reporting season, the consensus is probably still too optimistic At -12% for the S&P 500 in the US and -35% for the Stoxx 600 in Europe, firstquarter results were hit hard by the pandemic, even

Read Full Article
USD: Sideways movement should remain for time being

USD: Sideways movement should remain for time being

🕔08:46, 29.May 2020

Forex News US dollar, Japanese yen, Swiss franc The euro has recently gained some ground and for the first time since the end of March, it reached values above USD 1.10. Fundamentally, there is some justification for this move, as

Read Full Article
Virus compels a strategic view revamp

Virus compels a strategic view revamp

🕔16:56, 28.May 2020

BII Global weekly commentary The virus shock is accelerating and changing structural trends, leading us to shift our long-term return expectations and strategic views. The key to the policy response has shifted to ensuring successful execution and avoiding policy fatigue

Read Full Article
Aerial View Magazine: The Inconvenient Truth About ESG

Aerial View Magazine: The Inconvenient Truth About ESG

🕔15:51, 28.May 2020

The ESG Movement has Grown Even before COVID-19 exposed the importance of public health policies to investments, there were reasons to think about environmental, social responsibility and corporate governance (ESG) issues when making investment decisions. There were Australia’s wildfires, which

Read Full Article
5 things to know about Chinese and emerging market stocks

5 things to know about Chinese and emerging market stocks

🕔12:42, 28.May 2020

China has seemingly “flattened the curve.” The same cannot be said of the US.   

Read Full Article
After the great lockdown

After the great lockdown

🕔11:40, 28.May 2020

New Business Realities and the Implications for Investors The coronavirus pandemic has led to humanitarian, societal, business and economic crises unprecedented in their global breadth and speed – leaving governments, healthcare systems, communities, companies and families overwhelmed. Over a third

Read Full Article
Investing in China: Consumers and technology recovering

Investing in China: Consumers and technology recovering

🕔11:20, 28.May 2020

Investing in science  China has been much in the news recently as it handles the COVID-19 virus, and because of political and trade tensions with the West. We continue to believe China remains a growth opportunity for investors. Indeed, by

Read Full Article
Current opportunities in the TIPS market

Current opportunities in the TIPS market

🕔15:22, 27.May 2020

Treasury Market Dislocations This past month market volatility and risk premiums rose to levels not seen since the global financial crisis of 2008- 2009. Sparked by a global collapse in activity in response to the Coronavirus pandemic, the increase in

Read Full Article
Disruption Accelerated

Disruption Accelerated

🕔14:05, 27.May 2020

Insights on Global Equity The coronavirus pandemic has wreaked havoc across the global economy, and the technology sector has not been immune. Supply chains have come under pressure, and …

Read Full Article
Resilience amidst market drawdowns

Resilience amidst market drawdowns

🕔13:00, 27.May 2020

Sustainable ETFs  During the Coronavirus period, the majority of ESG index portfolios delivered better relative returns compared to broad markets. It has emerged as a consistent pattern with ESG outperforming throughout market corrections in recent years. It underscores that companies

Read Full Article
Markets move on political and economic developments

Markets move on political and economic developments

🕔11:54, 27.May 2020

Market Flash The week start got off to a strong start thanks to two positive developments. Angela Merkel and Emmanuel Macron announced a plan to boost the European budget by €500bn to help countries and sectors which had been the

Read Full Article
Finding the greenest generation

Finding the greenest generation

🕔13:45, 26.May 2020

Our research into the ESG views of Boomer, Gen X and Millennial savers f someone had told me, late in 2018, that over the next two years we would see forest fires devastate Australian wildlife; witness sightings in the US

Read Full Article
Real economy data for April and GDP structure

Real economy data for April and GDP structure

🕔12:37, 26.May 2020

CEE Market Insights  At the end of this week, CEE countries will start to release their detailed GDP data for 1Q20. Croatia and Slovenia will publish their 1Q growth rates for the first time. We expect that Croatia’s economy grew

Read Full Article
CEE FX taking breather after first virus wave

CEE FX taking breather after first virus wave

🕔11:35, 26.May 2020

CEE Forex News | CEE | FX  After the first wave of the new coronavirus, FX markets in the region have calmed down. Things are far from being back to normal, however. Due to  …

Read Full Article
Hamilton has not sung yet

Hamilton has not sung yet

🕔11:15, 26.May 2020

Research & Strategy Insights  While the market is understandably more sensitive to the newsflow around a potential vaccine than to economic data, we still focus on the “background noise” which is likely to accompany the mechanical rebound  …

Read Full Article
Economic and Political Backdrop

Economic and Political Backdrop

🕔10:11, 26.May 2020

Weekly Market Recap Stocks started last week strong, helped by news of encouraging early test results for a possible coronavirus vaccine. Moderna Therapeutics announced that its …

Read Full Article
Fundamentals return to the forefront in emerging-market debt

Fundamentals return to the forefront in emerging-market debt

🕔17:24, 25.May 2020

Volatility related to the COVID-19 outbreak and dramatic oil price decline in Q1 2020 precipitated a …

Read Full Article
Powell take center stage

Powell take center stage

🕔16:17, 25.May 2020

The week before the Memorial Day holiday began with two high profile appearances from Federal Reserve (Fed) Chairman Jerome Powell, starting off with an interview on CBS’ 60 Minutes and followed up with testimony on Tuesday before the Senate Banking,

Read Full Article

Search

Twitter

Aanstaande donderdag 9 juli 13:00 is het webinar 'Asset Allocatie Consensus Online'. We gaan met Hans Stegeman en William de Vries @TriodosIM in op ESG en impact beleggen. Aanmelden kan via: https://www.alpharesearch.nl/event/asset-allocatie-consensus-online-juli-2020/

"Road to Recovery" -> https://www.opiniopro.com/2020/07/opiniopro-selection/road-to-recovery/ #recovery #credit #monetarystimulus #spreads

"Investment Strategy Commentary: Will the V Become a W?" -> https://www.opiniopro.com/2020/07/northern-trust/investment-strategy-commentary-will-the-v-become-a-w/

Load More...

Search on date

May 2020
M T W T F S S
 123
45678910
11121314151617
18192021222324
25262728293031