Rebuttal to Carmen Reinhart and Kenneth Rogoff’s proposal that Emerging Markets suspend debt payments

Rebuttal to Carmen Reinhart and Kenneth Rogoff’s proposal that Emerging Markets suspend debt payments

🕔14:49, 22.May 2020

Market Commentary This is not the first time that Carmen Reinhart has cried wolf. As recently as May 2018, she argued in a Bloomberg interview that rising US inflation and US rate hikes would sink EM, because “more than two-thirds

Read Full Article
Insights Subscription Economics

Insights Subscription Economics

🕔14:24, 22.May 2020

As outlined in our previous “Thematics Insights”, we think it makes sense to dive a little deeper into the economics of a subscription and its real value. We have already identified several reasons why both consumers and businesses are subscribing

Read Full Article
Status update: Coronavirus and EM fixed income in 2020 and beyond

Status update: Coronavirus and EM fixed income in 2020 and beyond

🕔13:59, 22.May 2020

Market Commentary As of 27 April 2020, eighteen times more people have died from coronavirus per million of population in developed countries (DMs) than in Emerging Markets (EM). This is partly due to measurement problems, but there may also be

Read Full Article
Quarterly macro and market insights

Quarterly macro and market insights

🕔12:55, 22.May 2020

Fixed Income Perspectives The trajectory of global growth turned downward as governments scrambled to deal with the social and economic impacts of the COVID-19 pandemic. The …

Read Full Article
Fear of rebalancing? Put a disciplined policy in place

Fear of rebalancing? Put a disciplined policy in place

🕔11:53, 22.May 2020

The primary goal of rebalancing is to minimize risk relative to strategic asset allocation targets, which are deliberately set to match an organization’s return, risk, and liability or spending profile. In short, rebalancing avoids overexposure to outperforming asset classes and

Read Full Article
Asset Class Return Forecasts Quarterly Update

Asset Class Return Forecasts Quarterly Update

🕔10:44, 22.May 2020

In our latest analysis released at the beginning of the year, we had laid out our medium-term outlook as a correction of the business cycle, including an economic slowdown, yield curve inversion, a return to lower bound policy rates, and

Read Full Article
Lives and Livelihoods

Lives and Livelihoods

🕔09:38, 22.May 2020

After weeks in lockdown, many major economies are easing restrictions to reboot economic activity. Unfortunately, they are faced with a difficult tradeoff between lives and livelihoods. A slow reopening will limit a renewed viral outbreak, but will also prolong the

Read Full Article
Global Economic Forecasts

Global Economic Forecasts

🕔09:18, 22.May 2020

Forecasts key indicators

Read Full Article
Mixfondsen: de juiste cocktail van rendement en risico

Mixfondsen: de juiste cocktail van rendement en risico

🕔08:19, 22.May 2020

Mixfondsen bieden de aantrekkelijke combinatie van een goed rendement bij een gespreider risico. Ze zijn geschikt voor beleggers die meer grip op het risico wensen, voor particulieren die voor hun pensioen beleggen maar ook voor beginners op de beurs. Mixfondsen

Read Full Article

Search

Featured Events & Webinars

  1. T. Rowe Price – Webinar – What will a new era bring for Japan?

    October 7 @ 10:00 - 10:30

Twitter

"#Dollar Weakness Helps #Gold To All-Time Highs" -> https://www.opiniopro.com/2020/09/vaneck/dollar-weakness-helps-gold-to-all-time-highs-2/ #us

"As the world starts to look beyond #crisis management and focus returns to non-coronavirus-related objectives, improved regulation could become ..." -> https://www.opiniopro.com/2020/09/blue-bay-asset-management/whats-the-impact-of-covid-19-on-esg-investing/ #coronavirus #esg

"The Federal Reserve's recent Jackson Hole Symposium has renewed attention on #inflation in light of the unprecedented #global #fiscal and #monetarypolicy response to the COVID-19 pandemic" -> https://www.opiniopro.com/2020/09/opiniopro-selection/real-estates-role-as-an-inflation-hedge-in-a-post-covid-world/ #coronavirus

"Al decennialang neemt de levensverwachting toe, zowel in #Nederland als in de ons omringende landen. Dit heeft grote impact op de samenleving. Voor #pensioenfondsen en ..." -> https://www.opiniopro.com/2020/09/expertbibliotheek/prognose-tafel-ag-2020/

Load More...

Search on date

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