The Weekly Brief

The Weekly Brief

🕔14:37, 16.Oct 2020

In the final quarter of this year, investors are likely to learn the answers to three pivotal questions for markets. First, we are likely to hear the results of vaccine trials. Second, we will learn the results of the US

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Policy hurdles, political dilemmas

Policy hurdles, political dilemmas

🕔12:54, 16.Oct 2020

After some U-turns from the US President and although discussions are continuing, no deal has been found on a new fiscal stimulus package. The Fed has been very explicit on the necessity of a timely and comprehensive additional budgetary push

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Politics, policy, and the pandemic

Politics, policy, and the pandemic

🕔14:43, 15.Oct 2020

KEY POINTS   Potential treatments/vaccines for COVID‑19, policy support, and gradually reopening economies make us more comfortable taking a pro-risk stance over our 12-month time frame. However, the market’s rebound and the prospect of a slow economic recovery leave us only moderately bullish

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The Big Book of Trends & Thematic Investing

The Big Book of Trends & Thematic Investing

🕔13:03, 15.Oct 2020

For hundreds of millions of people, March 2020 was a watershed. Within days, the Covid19 pandemic had triggered powerful shockwaves across the world. Entire populations were put under strict lockdown measures almost overnight. Planes were grounded; and restaurants, museums and

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Van twee kanten: Verkiezingen VS

Van twee kanten: Verkiezingen VS

🕔11:36, 15.Oct 2020

Beste Caspar, Als uitwisselingsstudent in New York werd ik in 2008 door een journalist gevraagd wat ik als buitenstaander dacht over de presidentsstrijd tussen McCain en Obama. Naast het uitspreken van …

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Business As Usual

Business As Usual

🕔09:50, 15.Oct 2020

September 2020 Bitcoin Volatility Report  – Sept. kicked off with bitcoin’s annualized volatility touching a 5-week low of 38.8%, only to then rally above 50% on Sept. 3, bounce between 50% and 56%, and snap a 5-month downtrend by concluding

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Guide to the Markets

Guide to the Markets

🕔12:46, 14.Oct 2020

Europe | | 4Q 2020 As of 30 September 2020  

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Treasury yields rise amid risk-on sentiment

Treasury yields rise amid risk-on sentiment

🕔11:09, 14.Oct 2020

U.S. Treasury yields rose across the yield curve last week, led by longer maturities. Investors saw renewed potential for a fiscal stimulus package, as well as the possibility of a Democratic sweep of the White House and Senate. Risk assets

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Endurance test

Endurance test

🕔09:30, 14.Oct 2020

CIO autumn update The more things stay the same… Change may be the only constant over the coming months. We believe investors will need to be dynamic in striking a balance between managing risks and seizing opportunities. Since we published

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Pandemic poised to accelerate underlying trends

Pandemic poised to accelerate underlying trends

🕔07:54, 14.Oct 2020

European Gazette / Summer 2020 We now have a two-speed economy, and much talk about a disconnect between stock market and economy. But this won’t change our research and stock picking focus When meeting clients, I am often asked to give

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Sizing the green economy: Green Revenues and the EU taxonomy

Sizing the green economy: Green Revenues and the EU taxonomy

🕔14:42, 13.Oct 2020

The greening of the global economy presents significant opportunities. However, investors and policymakers face a common challenge: How can green business activities be systematically identified, categorized, and measured across diverse sectors, supply chains and asset classes to mobilize investment at

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Think real assets

Think real assets

🕔13:04, 13.Oct 2020

Optimizing pension plan outcomes using public and private real asset In a world of low return expectations and even lower interest rates, pension plans are re-evaluating their portfolios, looking for alternative ways to achieve return targets and improve funded status. 

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Recovery Changes Seasons

Recovery Changes Seasons

🕔11:35, 13.Oct 2020

U.S. Economic & Interest Rate Outlook The pandemic has made indoor activities and gatherings risky. During the summer, outdoor adventures and backyard socializing were effective workarounds. But as autumn takes hold, the cooling air will gradually limit those options. This

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Weekly Market Recap – 12 october 2020

Weekly Market Recap – 12 october 2020

🕔09:50, 13.Oct 2020

Wall Street kept a close eye on on-again, off-again negotiations over a new coronavirus relief package. Shares rose Monday after reports that House Speaker Nancy Pelosi and Treasury Secretary Steven Mnuchin had spoken by phone and were prepared to exchange

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Thinking out loud: market implications of US elections

Thinking out loud: market implications of US elections

🕔07:28, 13.Oct 2020

The political priorities and policies of the government of the world’s largest economy and superpower evidently matters for international investors. The checks and balances in the US Constitution limit the room for radical changes in policy direction and typically market

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A civil vice presidential debate has little impact on the race

A civil vice presidential debate has little impact on the race

🕔15:02, 12.Oct 2020

Vice President Mike Pence and Senator Kamala Harris met yesterday in their one and only Vice Presidential debate in Salt Lake City. This was the second most important milestone in the 2020 Presidential election, and early indications on the morning

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Markets Look for Visibility

Markets Look for Visibility

🕔13:27, 12.Oct 2020

Market Flash Joe Biden has continued to widen his poll lead since the first TV debate and the news that Donald Trump had gone down with Covid. Online sites have him at 65% vs. a mere 35% for Trump. Biden

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UBP – Flash Update: EM Sustainable Corporate Bond crosses the USD 100 million mark (Podcast)

UBP – Flash Update: EM Sustainable Corporate Bond crosses the USD 100 million mark (Podcast)

🕔11:09, 12.Oct 2020

Flash update: UBAM – EM Sustainable Corporate Bond Podcast Key takeaways Demand for responsible investment is on the rise and pushed AUMs in UBAM – EM Sustainable Corporate Bond fund above USD 100 mln The fund outperforms YTD, thanks notably

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Duurzaam beleggen:Het verleden, het heden en de toekomst

Duurzaam beleggen:Het verleden, het heden en de toekomst

🕔11:05, 12.Oct 2020

2020 markeert het 5e jaar dat de ACTIAM Responsible Index Equity Funds genoteerd staan aan de Nederlandse effectenbeurs. In die vijf jaar is er veel gebeurd; vijf jaar geleden was Obama nog president en deed Trump mee aan de Republikeinse

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Highlights of last week: ESG and a ‘global debt explosion’

Highlights of last week: ESG and a ‘global debt explosion’

🕔08:55, 12.Oct 2020

#41 This week a lot of webinars are being held. For example on Tuesday 13 October Jupiter AM hosts a webinar called “Income: it’s time to think creatively” and on Thursday 15 October T. Rowe Price hosts a webinar called

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Gold deposit rates – a guidance paper

Gold deposit rates – a guidance paper

🕔15:15, 9.Oct 2020

Gold’s intrinsic value has been recognised for millennia but its role on the global stage changed fundamentally following the collapse of the Bretton Woods system. In 1971, US President Nixon suspended the dollar’s convertibility into gold. By 1973, advanced countries

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Redefining “value” for a modern economy

Redefining “value” for a modern economy

🕔15:06, 9.Oct 2020

Our key conclusions include the following: We believe there is a value premium driven by market participant behavior and that, despite all the headlines, value investing is not dead. But not all value is “cheap” (and not all growth is

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Anual Sustainability Report over 2019

Anual Sustainability Report over 2019

🕔14:48, 9.Oct 2020

One of the core attributes of sustainable investing is transparency, both in terms of how sustainable development is incorporated into an investment approach, and also in the subsequent reporting of results. Our transparent and consistent approach to sustainable investment is

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UK equities: in need of a vaccine!

UK equities: in need of a vaccine!

🕔14:35, 9.Oct 2020

UK equities in a ‘doom-loop’ We have seen something of a recovery in global markets since the pandemic struck, but this is very much the first pulse1. This was always going to be significant, given the magnitude and speed of

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Q&A: Germany set to shine spotlight on supply chains

Q&A: Germany set to shine spotlight on supply chains

🕔12:54, 9.Oct 2020

European Gazette The country is poised to increase scrutiny on human rights and eco standards within business. As investors, the investigation of environmental, social and governance (ESG) risks form an essential component of our bottom-up investment analysis

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