Centrale banken blijven stemming bepalen

Centrale banken blijven stemming bepalen

🕔16:37, 3.Jan 2023

We nemen winst op grondstoffen en energieaandelen De centrale banken drukken een zware stempel op het gemoed van beleggers. Met hun renteverhogingen, in reactie op de hoog opgelopen inflatie, hebben zij dit jaar de aandelen- en obligatiemarkten onder druk gezet.

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Capital Allocation Results, Analysis, and Assessment

Capital Allocation Results, Analysis, and Assessment

🕔14:20, 3.Jan 2023

The primary job of senior management is to create value over the long term. This entails taking inputs, including capital and labor, and making them worth more than their cost over time. Capital allocation, which describes how a company raises

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Looking toward a non-dollar asset recovery in 2023

Looking toward a non-dollar asset recovery in 2023

🕔12:21, 3.Jan 2023

Going into 2022, it seemed the global economy was finally set to recover from the pandemic after the uneven emergence from lockdowns that characterized 2021. Then another curve ball materialized, in the form of the Russia-Ukraine war that started in

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2023 Outlook

2023 Outlook

🕔10:39, 3.Jan 2023

2022 has been a difficult year for investors. Equity and bond markets have experienced double-digit declines amid stubbornly high inflation, slowing economic growth, and the war in Ukraine. Recessions in the United States and euro area look increasingly likely in

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Systematic Fixed Income Outlook

Systematic Fixed Income Outlook

🕔08:54, 3.Jan 2023

Peak inflation appears to have arrived. What’s next? The central bank narrative has shifted from a focus on the pace of tightening to the terminal rate required to bring inflation back down to the targeted level. Throughout 2022, expectations for

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