What I learned on a trip through China

What I learned on a trip through China

🕔16:31, 22.Nov 2021

Several colleagues and I made our first journey back to China in more than 15 months as we start to get back to on-the-ground research. Our trip in May took us to 16 cities and included close to 90 meetings

Read Full Article
Visie op asset allocatie

Visie op asset allocatie

🕔15:54, 22.Nov 2021

NOVEMBER 2021 Economie VS vertraagt, eurozone nog sterk Monetair beleid stukje bij beetje minder stimulerend Winstcijfers steun voor aandelenmarkten Beleggingsbeleid ongewijzigd; overweging aandelen gehandhaafd

Read Full Article
Vooroplopers en achterblijvers in duurzame transitie

Vooroplopers en achterblijvers in duurzame transitie

🕔14:33, 22.Nov 2021

De Investment Grade (IG) Green Bond markt is in rap tempo gegroeid tot groter dan € 400 miljard. Ter vergelijking: in 2016 was deze markt nog kleiner dan € 50 miljard. Hiermee is de € Green Bond markt inmiddels groter

Read Full Article
Long Covid

Long Covid

🕔12:39, 22.Nov 2021

In the short term, we are concerned that confidence in the growth outlook will wane, particularly given the recently weaker data in China, ‘stagflation risk’, and an earnings season dominated by the ‘margins squeeze’ story VIEWS & ASSET ALLOCATION Visibility

Read Full Article
China: The factors behind weaker growth in 2022

China: The factors behind weaker growth in 2022

🕔10:15, 22.Nov 2021

KEY TAKEAWAYS The Chinese economy is facing headwinds leading into 2022, including: 1) Ongoing regulatory crackdown; 2) Exposure to COVID outbreaks; 3) A slump in the housing sector; and 4) Power shortages over the winter months. As a result and

Read Full Article
Inflation protection — Hope for the best, but build robust portfolios

Inflation protection — Hope for the best, but build robust portfolios

🕔09:05, 22.Nov 2021

Building a robust portfolio has gotten tougher The last two years have been full of extraordinary challenges. Following the outbreak of the pandemic, the lockdowns and restrictions imposed by governments around the globe hit economies and markets hard and fast.

Read Full Article
The Great Inflation, Factors, and Stock Returns

The Great Inflation, Factors, and Stock Returns

🕔08:17, 22.Nov 2021

“Inflation is as violent as a mugger, as frightening as an armed robber and as deadly as a hit man.” — Ronald Reagan Inflation is an amorphous concept that generally refers to the sustained increase in the general level of

Read Full Article

SEARCH