ICMA: looking ahead

ICMA: looking ahead

🕔23:11, 3.Nov 2021

ICMA Quarterly Report It is a great pleasure to be able to communicate with you all for the first time and share some initial thoughts just one month into my appointment as the new CEO of ICMA. The last 18

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Recovery headwinds spur large-cap Growth rebound

Recovery headwinds spur large-cap Growth rebound

🕔16:46, 3.Nov 2021

The robust reopening rally in US stocks lost steam in Q3, mired by broad September losses, as investors recalibrated expectations for the US recovery, inflation and Fed policy support. Amid big swings in risk appetite and a late-quarter bondmarket selloff,

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Growing pains – strong demand, constrained supply and elevated inflation

Growing pains – strong demand, constrained supply and elevated inflation

🕔16:39, 3.Nov 2021

House View Q4 2021 The course of economic recoveries and expansions never runs completely smoothly. Businesses need to adjust to the changing environment and are just as likely to be surprised by the strength of demand as by any unexpected

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China’s Gen Z+

China’s Gen Z+

🕔14:39, 3.Nov 2021

Qin fiddles with her bleached hair as Pop Mart's Robo Shop vending machine produces her selection. Unwrapping its contents, the 21-year-old feels a spark of excitement as she spies the cartoon-like rabbit figure. Pop Mart has deliberately produced the model

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The Pension Polder Model for Climate Change

The Pension Polder Model for Climate Change

🕔13:05, 3.Nov 2021

Klimaatverandering & de pensioensector – een poldermodel: De grote rotatie van Nederlandse pensioenbeleggingen valt samen met 'deep cleaning' en 'deep greening' van portefeuilles. 'Code rood voor de mensheid.' De dreigende boodschap van het recente klimaatrapport van de IPCC, het klimaatpanel

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Hedge Fund Strategy Outlook – Q4 2021

Hedge Fund Strategy Outlook – Q4 2021

🕔12:50, 3.Nov 2021

Global equity markets edged down during 2021’s third quarter (Q3). Early in the period, strong corporate earnings in several parts of the world, full US regulatory approval for a COVID-19 vaccine, and the Chinese central bank’s liquidity-boosting measures aided markets.

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Mogelijkheden vinden van stressed en distressed krediet gedurende de economische cyclus

Mogelijkheden vinden van stressed en distressed krediet gedurende de economische cyclus

🕔10:18, 3.Nov 2021

Nu het wanbetalingspercentage aan beide kanten van de Atlantische Oceaan uitzonderlijk laag is, zouden beleggers terecht kunnen denken dat de markt voor distressed kredieten zeer gematigd is. Maar er zijn strategieën die zelfs in de huidige omgeving kansen kunnen vinden

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Fixed Income Monthly – October 2021

Fixed Income Monthly – October 2021

🕔08:30, 3.Nov 2021

Fixed income funds invest in bonds whose price is influenced by movements in interest rates, changes in the credit rating of bond issuers, and other factors such as inflation and market dynamics. In general, as interest rates rise the price

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