De S in ESG even belangrijk als de E en G

De S in ESG even belangrijk als de E en G

🕔15:52, 26.Jan 2021

De S in ESG even belangrijk als de E en G Covid-19 heeft vele gevolgen. Eén ervan is dat er meer aandacht is bij beleggers voor het sociale aspect in bedrijven. Uit een enquête van BNP Paribas Asset Management medio

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Welcome back Ms Yellen!

Welcome back Ms Yellen!

🕔15:48, 26.Jan 2021

Recent news about the COVID-19 pandemic has been worrying, with more contagious strains of the virus spreading internationally, rising contamination rates, and healthcare systems on the verge of being overwhelmed, particularly in the UK and the US.

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Vaccines: Israel and the UAE show the way forward

Vaccines: Israel and the UAE show the way forward

🕔14:51, 26.Jan 2021

With vaccines having been rolled out to combat the global pandemic in late-December, perhaps unsurprisingly, two wealthy, small nations – Israel and the UAE – are among the global leaders in deploying them to their domestic populations.

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EM local bonds shine in a low-yield world

EM local bonds shine in a low-yield world

🕔11:08, 26.Jan 2021

The stars are aligning for emerging market local debt. The asset class may have been in the doldrums since the global financial crisis, but it is now poised to outperform thanks to a raft of positive factors – from emerging markets’ solid economic fundamentals and undervalued …

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Glimpses of light at the tunnel’s end

Glimpses of light at the tunnel’s end

🕔16:03, 25.Jan 2021

After a rollercoaster 2020 for European high yield markets, 2021 looks set to be more stable. Fears of high levels of corporate defaults have proved unjustified, allowing high yield to rebound in 2020 and setting the scene for the coming year. While the second Covid-19 wave, and the new variant, are weighing on recovery, once vaccinations bring the virus under control a degree of normality …

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Chasing unicorns

Chasing unicorns

🕔14:05, 25.Jan 2021

Unprecedented monetary and fiscal stimulus and late-year positive news on vaccines fueled a relentless rally in …

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From Paris to Glasgow: the return of the U.S. to the climate fight

From Paris to Glasgow: the return of the U.S. to the climate fight

🕔11:22, 25.Jan 2021

The 2016 Paris Agreement is at a critical juncture for at least two reasons. First, it recently celebrated its five-year anniversary. It is far too early to analyse the Agreement’s “achievements”, but that will not stop critics from trying. This scrutiny should be welcomed by those whose fear that not enough attention is being paid to rising temperatures’ grave threat to mankind. After all, 2020 was the second-hottest …

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COVID-19: Data privacy risks and potential opportunities

COVID-19: Data privacy risks and potential opportunities

🕔10:50, 25.Jan 2021

COVID-19: Data privacy risks and potential opportunities Social sensitivities around personal information held by external parties, particularly technology firms, has rapidly grown in recent years – and it’s a concern which has escalated in the wake of the COVID-19 pandemic.

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The Year of the Bull

The Year of the Bull

🕔10:41, 25.Jan 2021

Crypto in Review 2020 The Year of the Bull 2020 will be remembered as a catastrophic year for the world’s economy as the COVID-19 pandemic ravaged global markets. In light of this tragedy, crypto’s epic COVID-19-induced crash and bounce to

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2021 wereldeconomie: de meest spraakmakende personen

2021 wereldeconomie: de meest spraakmakende personen

🕔08:02, 25.Jan 2021

2021 wereldeconomie: de meest spraakmakende personen Traditioneel wordt aan het einde van ieder kalenderjaar de balans opgemaakt en vliegen de ranglijsten je om de oren. Wij pakken het anders aan: welke personen moet u in 2021 in de gaten houden,

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Sector Compass: Light Sector Compass Reopening, Recovery and Rotation

Sector Compass: Light Sector Compass Reopening, Recovery and Rotation

🕔15:25, 22.Jan 2021

Sector Compass: Light Sector Compass Reopening, Recovery and Rotation The sector rotation seen in flows and performance in the last two months of 2020 could continue given many investors still hold cash and are underweight the more risky areas. While

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More than zero: Using emerging markets bonds to optimise portfolios

More than zero: Using emerging markets bonds to optimise portfolios

🕔12:26, 22.Jan 2021

More than zero: Using emerging markets bonds to optimise portfolios There are a number of reasons many investors do not yet have emerging markets (EM) bonds in their portfolio, including awareness, understanding and difficulty of access. All of this means

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Negative outlook for Q1: Double-dip recession in Europe

Negative outlook for Q1: Double-dip recession in Europe

🕔10:18, 22.Jan 2021

In September 2020 we published our long-term outlook (link). At that time we anticipated that the economic recovery in the eurozone would start in the second half of 2020 and that the rebound would continue into 2021. Unfortunately, after a strong economic recovery in the third quarter, many eurozone countries imposed new lockdown …

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In Credit – All change, all change.

In Credit – All change, all change.

🕔10:04, 22.Jan 2021

It is Martin Luther King Day today and on 20 January Joe Biden will be inaugurated as the 47th and oldest ever President of the United States. There was a degree of stabilisation in rates markets last week after the inflation fears led a sell off. The benchmark 10-year US government …

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A climate-aware US ushers in a new era for clean energy

A climate-aware US ushers in a new era for clean energy

🕔08:14, 22.Jan 2021

The election of Joe Biden as the new US President places the world’s biggest economy back at the heart of international efforts to limit global warming. The Democrats’ environmental agenda is as bold as they come. A pledge to re-join the Paris Climate Accord within …

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European sustainable infrastructure: in a sweet spot

European sustainable infrastructure: in a sweet spot

🕔16:29, 21.Jan 2021

In a turbulent 2020 infrastructure was an apparent safe haven, proving relatively resilient. However, the unprecedented shock to the asset class across all industry sectors and geographies at the same time, in a short period of time, has provided food for thought on several issues.

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In the money: Financial exchanges hit the sweet spot

In the money: Financial exchanges hit the sweet spot

🕔14:31, 21.Jan 2021

Financial sector headlines are often dominated by banks and insurers. But there is one area that has emerged as a steady grower and dividend payer: financial exchanges. Exchanges’ gains contrast against steep declines in the broader financials sector, where traditional banks in particular have grappled with ultra-low rates and a slowing global economy. Over the …

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Mutual Funds available to the Dutch retail market

Mutual Funds available to the Dutch retail market

🕔12:15, 21.Jan 2021

Mutual Funds available to the Dutch retail market Top 10 Rankings Screening – The screening starts by selecting the range of funds that are open-end and registered for sale in The Netherlands for the specific asset class – In order

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Economic and asset allocation views January 2021

Economic and asset allocation views January 2021

🕔10:42, 21.Jan 2021

Economic and asset allocation views January 2021 Global market perspective News that a Covid-19 vaccine is on its way has provided a boost to the outlook for the world economy, and spurred a significant rally in risk assets. Over the

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Communicating uncertainties in official statistics — A review of communication methods

Communicating uncertainties in official statistics — A review of communication methods

🕔08:07, 21.Jan 2021

This report examines the state-of-the-art for verbal, numerical and visual methods that are available to communicate uncertainties in official statistics reports. It provides insights into the uncertainty of statistical estimates through a review of existing work on the communication of

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With unified Democratic control, fiscal stimulus looms large in 2021

With unified Democratic control, fiscal stimulus looms large in 2021

🕔16:28, 20.Jan 2021

With unified Democratic control, fiscal stimulus looms large in 2021   January 2021  The big thing I am focused on as we begin 2021 is: Will the cyclical rotation trade, which was the dominant market trend during the last two months

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What lies ahead for the US economy?

What lies ahead for the US economy?

🕔14:21, 20.Jan 2021

It really is different this time. While this is not the first pandemic the US has faced, our reaction to it — the restrictions placed on portions of the US economy, and the policy response — are truly unprecedented. First, there are lots of reasons to be optimistic about the US economy over the longer term. Official productivity statistics likely understate the impact of innovation …

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Equities look set for a positive 2021, however, risks linger (Podcast)

Equities look set for a positive 2021, however, risks linger (Podcast)

🕔12:55, 20.Jan 2021

Equities look set for a positive 2021: last year’s themes and secular change should persist with support coming from factors such as dovish monetary policies. However, risks linger, not least those related to the pandemic. Overall, this constellation makes for a stock pickers’ market, argues Guy Davies, CIO of Equities.

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The other virus

The other virus

🕔11:55, 20.Jan 2021

The other virus Column by Hendrik Tuch While Covid-19 continues to grab headlines, we should not disregard the economic effect of another virus which is steadily spreading across the globe. The African swine fever virus does not affect humans but

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Euro high yield: the opportunity today

Euro high yield: the opportunity today

🕔09:25, 20.Jan 2021

Euro high yield: the opportunity today Credit Outlook The upheavals of 2020 have brought structural changes in the euro high yield (EHY) bond market. So, what has changed, what still applies, and what role can this sector play in European

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Quarterly Outlook

Quarterly Outlook

🕔13:09, 19.Jan 2021

Quarterly Outlook January 2021 The start of 2021 and the promise of broad vaccine distribution brings a sigh of relief to many. Yet, the long-term investment ramifications of the pandemic will continue to unfold over the coming years as governments

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We have always needed water and that is not going to change

We have always needed water and that is not going to change

🕔11:26, 19.Jan 2021

We have always needed water and that is not going to change Water: a pervasive resource and a portfolio staple The transition of many economies from a depletive to a sustainable model with better social and environmental outcomes creates a

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Municipal bond outlook: Silver lining to COVID storm clouds

Municipal bond outlook: Silver lining to COVID storm clouds

🕔10:03, 19.Jan 2021

Municipal bond outlook: Silver lining to COVID storm clouds Commuter trains with seats to spare at rush hour. Vacant dorm rooms. And, of course, hospital wards, stretched to capacity. The effects of COVID-19 on all our lives have been plain

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2021 Global Market Outlook – Managing to the Other Side

2021 Global Market Outlook – Managing to the Other Side

🕔09:34, 19.Jan 2021

2021 Global Market Outlook – Managing to the Other Side Four themes to follow: An Uneven Road to Recovery Style Dispersion Amid Disruption Creativity in a Low Yield Era  Politics and the Pandemic 

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Brightening Outlook Propels Credit Market Rally

Brightening Outlook Propels Credit Market Rally

🕔15:46, 18.Jan 2021

Brightening Outlook Propels Credit Market Rally Fixed Income Asset Allocation Insights Credit markets continued to rally into December, and valuations now fairly reflect optimism that we are firmly on the path toward economic and earnings recovery. While these conditions would

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UBP Frontier Debt – 2020 review and 2021 outlook

UBP Frontier Debt – 2020 review and 2021 outlook

🕔12:01, 18.Jan 2021

UBP Frontier Debt 2020 review and 2021 outlook 2020 confirmed the volatility of Frontier Debt, but also its resilience and mean reverting nature Belief in the longer-term merits of the asset class gave UBP the confidence to launch our fund,

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DNB starts implementation of new UFR curve

DNB starts implementation of new UFR curve

🕔10:48, 18.Jan 2021

DNB starts implementation of new UFR curve January 2021 As announced last year, De Nederlandsche Bank (DNB), the regulator for Dutch pension funds, will start publishing interest rate curves with an adjusted methodology at the end of this month. Over

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Allocation views – A little more clarity?

Allocation views – A little more clarity?

🕔10:44, 18.Jan 2021

As we enter 2021, financial markets appear to be clinging to a more optimistic view of the world than the one we left behind in 2020. Undoubtedly we have reasons to be more hopeful, but it seems that we still

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Alternative Strategies For A Democratic U.S.Congress

Alternative Strategies For A Democratic U.S.Congress

🕔08:18, 18.Jan 2021

As we go to press, it looks likely that Democrats will also run the Senate, in addition to the White House and the House of Representatives. With expectations that this will translate into greater fiscal stimulus in the near-term, bond

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What Georgia Senate Results Could Mean for Markets

What Georgia Senate Results Could Mean for Markets

🕔18:53, 15.Jan 2021

What Georgia Senate Results Could Mean for Markets Unified government puts fiscal stimulus, tax increases on table. T. Rowe Price Insights on the U.S. Election As president, Joe Biden will have a stronger hand to pursue his legislative agenda now that

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Stronger headwinds in the short run, but the medium-term outlook improves on vaccine rollout

Stronger headwinds in the short run, but the medium-term outlook improves on vaccine rollout

🕔17:22, 15.Jan 2021

Stronger headwinds in the short run, but the medium-term outlook improves on vaccine rollout House View  The global economy rebounded strongly in the third quarter, after a very sharp contraction in the first half of the year. Global economies remain

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Wat zijn onze verwachtingen voor de markten 2021?

Wat zijn onze verwachtingen voor de markten 2021?

🕔15:24, 15.Jan 2021

Het verschil tussen de financiële markten en de reële economie leek nog nooit zo groot als in 2020. Men hoopt weliswaar dat de tweede golf van COVID-19 in Europa, het zwaarst getroffen continent, zal verzwakken, maar de epidemie blijft zich

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Factset Earnings Insight

Factset Earnings Insight

🕔14:28, 15.Jan 2021

The estimated (year-over-year) earnings growth rate for the S&P 500 for CY 2021 is 22.1%, which is above the 10- year average (annual) earnings growth rate of 10.0%. If 22.1% is the actual growth rate for the year, it will

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Cryptoassets, The Guide To Bitcoin, Blockchain, And Cryptocurrency For Investment Professionals

Cryptoassets, The Guide To Bitcoin, Blockchain, And Cryptocurrency For Investment Professionals

🕔12:37, 15.Jan 2021

Bitcoin, blockchain, and cryptocurrencies burst onto the world stage in 2008, when the online posting of a pseudonymous white paper envisioned a new way to transfer value over the internet.1 In the decade-plus since, the cryptoasset market has gone through

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ESG Investing in 2021

ESG Investing in 2021

🕔10:45, 15.Jan 2021

In a year dominated by the COVID-19 pandemic, there has been a renewed focus from governments and companies on the need to address climate change and other sustainability challenges. For their part, many investors are integrating ESG and climate considerations

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The distinguishing features of impact investing

The distinguishing features of impact investing

🕔08:29, 15.Jan 2021

The distinguishing features of impact investing White Paper The growing market According to the Global Impact Investing Network (GIIN), the impact market, which doubled in size in 2018, continued its solid growth in 2020, reaching USD 715 billion. This stunning

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Understanding the impact of the global investment community on the real world (video)

🕔16:23, 14.Jan 2021

Understanding the impact of the global investment community on the real world Green Dream with BNP Paribas AM Jane Ambachtsheer BNP Paribas Asset Management’s global head of sustainability discusses the long-term impact of the financial industry on the planet and

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How to understand the EU’s growing rulebook on sustainable investing

How to understand the EU’s growing rulebook on sustainable investing

🕔14:02, 14.Jan 2021

In the last few years new words have been invading our everyday vocabulary. We have gone from ‘climate change’ and ‘green economy’ to the more specialised ‘sustainability’ and ‘integration’ and the utterly bizarre ‘principal adverse impact’ and ‘taxonomy’. What is

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The Virus And The Rubicon

The Virus And The Rubicon

🕔12:02, 14.Jan 2021

Most investors have grasped that the extraordinarily loose monetary policies pursued by the leading central banks in 2020 have provided greater support than ever for financial asset prices. So now that the worldwide Covid vaccination campaign has stirred hopes of

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Do Sectors Matter in Fixed Income? Less Than You May Think

Do Sectors Matter in Fixed Income? Less Than You May Think

🕔02:04, 14.Jan 2021

Do Sectors Matter in Fixed Income? Less Than You May Think December 2020 | White Paper Sector-allocation decisions form an integral part of many investment processes, both in equity and fixed income portfolio management. Most benchmark providers in both asset

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As assets have grown, our size has not been a hindrance to our highest convictions

As assets have grown, our size has not been a hindrance to our highest convictions

🕔01:41, 14.Jan 2021

As assets have grown, our size has not been a hindrance to our highest convictions Asset growth and size – equity, January 2021 Size and scale afford Capital Group important advantages. Our global reach, reputation and financial strength help us

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US bond yields buoyed by the ‘Blue Wave’

US bond yields buoyed by the ‘Blue Wave’

🕔21:05, 13.Jan 2021

US bond yields buoyed by the ‘Blue Wave’ In Credit  As the US Political landscape evolves (after Democratic Party victories in Georgia) and the risk of increased (bond-financed) government spending grows, US bond yields have also risen materially. This is

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Born to Run

Born to Run

🕔09:35, 13.Jan 2021

Born to Run December 2020 Market Recap & Outlook Takeaways BTC’s +47% return in Dec. marked its best monthly performance since May 2019 and an annual return in excess of +300%, BTC’s 4th best annual performance since 2011. ETH’s +20%

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Barometer: Een herstel waarin we kunnen geloven

Barometer: Een herstel waarin we kunnen geloven

🕔03:29, 13.Jan 2021

Barometer: Een herstel waarin we kunnen geloven Investment Outlook Januari 2021 De Covid-19-vaccins stellen ons in staat om voorbij de pandemie te kijken en ons te richten op de versterking van de economie, die verder ondersteund wordt door aanzienlijke stromen

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Dark Before The Dawn

Dark Before The Dawn

🕔22:26, 12.Jan 2021

Dark Before The Dawn Economic Outlook for 2021 Few will look back wistfully on 2020. COVD-19 did tremendous damage to public and economic health around the world. Unprecedented medical and fiscal responses established a recovery, but progress has been uneven

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Featured Events & Webinars

Events & Webinars

Twitter

Our expert #Norman_Villamin explains why he prefers mining stocks over bank stocks for betting on a cyclical recovery. Find out more in his interview with @RohnerFuW from @FuW_News.

US data was better than expected last week with a pick-up in manufacturing (see #ChartoftheWeek), services and housing, plus further easing on the jobless claims front. A good start for the 46th president of the US. Read more in our Fixed Income roundup: https://bit.ly/3iV8xCr

"With #vaccines to combat the #global pandemic being rolled
out beginning in late-December, Israel and the United
Arab Emirates (UAE) have led ..." -> https://www.opiniopro.com/2021/01/ubp/vaccines-israel-and-the-uae-show-the-way-forward/ by @UBP_Group

Vaccine rollouts are likely to take longer than expected, says UBP's expert @carcasall. Watch his interview on @BloombergTV to find out what this means for the economic recovery. http://bit.ly/210126-casanova

Which societal changes may become the new normal post-COVID? And how might you position your portfolios for the future? Join us 1/28 for a webinar discussion. CE Credit is available for #CFP and #CIMA designations. https://bit.ly/2YeYHC0

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