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SOE Debt and Private Equity in our Top Five this week!

SOE Debt and Private Equity in our Top Five this week!

🕔10:09, 19.Sep 2020

#38 September is filled with interesting webinars – have you checked out our event calendar yet? For example, next week Fidelity hosts a webinar on every weekday. On Monday, they will discuss “The rise of Asia“. Furthermore, on Wednesday Principal

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Asset Allocation and Alternatives – Top Five

Asset Allocation and Alternatives – Top Five

🕔11:20, 12.Sep 2020

#37 Next week, a lot of webinars are coming up. For example, on Tuesday Jupiter AM hosts a webinar about “The Great Inflation Debate“, on Wednesday UBP hosts a webinar on “Small Caps Specialties” and on Thursday Krane Shares hosts

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Family Offices & LTCMA in our Top Five

Family Offices & LTCMA in our Top Five

🕔10:08, 5.Sep 2020

#36 It was a bit quiet in webinar-world the past month, but this month our calendar is quite busy again. For example, next week Capital Group hosts a webinar called “10 investment themes for the next 10 years“. The week

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Coronavirus, Gold and Asset Allocation in the analysis of August

Coronavirus, Gold and Asset Allocation in the analysis of August

🕔10:18, 3.Sep 2020

August In this blogpost, we will update you on our monthly best-reads and longest-reads. If you follow our weekly blogposts, you know the best read research articles on a weekly basis. In this monthly overview, we provide you with a

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Swiss Equities and Long-Term CMA in this week’s Top Five

Swiss Equities and Long-Term CMA in this week’s Top Five

🕔11:00, 29.Aug 2020

#35 Another week has passed and in this blogpost you can find the best read research on OpinioPro. Next week, a few interesting webinars are held. For example, VanEck hosts a webinar called “Moat investing in uncertain markets” on Wednesday

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Interest rates, Japanese equities and US elections in this Week’s Top Five

Interest rates, Japanese equities and US elections in this Week’s Top Five

🕔10:59, 22.Aug 2020

#34 The holidays are coming to an end and you might have to catch up on research. Hereby a quick overview of the best read research on OpinioPro this last week. A variety of topics is addressed – you can

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“There Is No Planet B” and more in this Top 5!

“There Is No Planet B” and more in this Top 5!

🕔11:00, 15.Aug 2020

#33 After a very warm week, rain has finally come. This week we’ve got a few very different best read research articles for you. Fifth place is taken by “There Is No Planet B” by Columbia Threadneedle Investments: “Pandemic, No

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What was read best in July on OpinioPro.com?

What was read best in July on OpinioPro.com?

🕔17:00, 13.Aug 2020

July In this blogpost, we will update you on our monthly best-reads and longest-reads. If you follow our weekly blogposts, you know the best read research articles on a weekly basis. In this monthly overview, we provide you with a

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China, Gold and Supertrends – Our Top Five of week #32

China, Gold and Supertrends – Our Top Five of week #32

🕔11:04, 8.Aug 2020

#32 The temperature in the Netherlands is going to be very high coming weekend. Therefore, please find our Top Five of week #32 right here, so you have something to read while drinking something cool! The monthly Global Investment Views

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SMEs and Hydrogen in our Top Five

SMEs and Hydrogen in our Top Five

🕔10:37, 18.Jul 2020

#29 While the weather is not as sunny as could be in The Netherlands, it is still summer. Summertime means holiday-time, but still a lot of research is read on OpinioPro! Summertime means a little less webinars, but that leaves

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ABS, Pension Agreement and Fixed Income in our Top Five this week

ABS, Pension Agreement and Fixed Income in our Top Five this week

🕔11:13, 11.Jul 2020

#28 A variety of webinars were hosted this past week and next week a few interesting are coming up. Therefore, before we tell you the best read research of week 28, we will highlight two webinars. Last Thursday, Eurizon AM

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Pension Agreement, COVID-19 and Asset Allocation in our Top Five

Pension Agreement, COVID-19 and Asset Allocation in our Top Five

🕔09:48, 4.Jul 2020

#27 Before we start with the Top Five Best Read of the past week, let’s dive into a few upcoming webinars first: Lazard AM is going live on Tuesday 7 July with a webinar called “Investing in Gender Diversity –

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Long-term Perspectives & Consequences for the Dutch Pension Sector

Long-term Perspectives & Consequences for the Dutch Pension Sector

🕔10:39, 27.Jun 2020

#25 + 26 This blogpost will cover the top five of the past two weeks. But first, let’s highlight a few webinars! Tuesday next week J.P. Morgan AM will host a mid-year outlook ‘How will the recovery take place?‘. The

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Investment Directions and the “Greenest Generation” in our Top Five this week!

Investment Directions and the “Greenest Generation” in our Top Five this week!

🕔11:11, 13.Jun 2020

#24 Last Tuesday was a populair day for webinars. Five were hosted about very different subjects: Alpha Research hosted a webinar about the Subscription Economy, together with Thematics AM, and Eurizon AM hosted a webinar called “Opportunity Outlook for RMB

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Eurizon AM – Webinar – Green Bonds: What happens to green when markets turn mean?

Eurizon AM – Webinar – Green Bonds: What happens to green when markets turn mean?

🕔14:53, 12.Jun 2020

The recent bond market sell-off caused by the Covid19 pandemic revealed that Green Bonds held up remarkably well with just half of the losses versus the broader corporate bond market. Green Bonds could be the next silver lining during this

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Gold, vulnerability and global investment views in our Top Five!

Gold, vulnerability and global investment views in our Top Five!

🕔10:34, 6.Jun 2020

#23 Asset Allocation might be the most used tag on OpinioPro and this past week is no different. Furthermore, of course the calendar is a well used page as well. Don’t forget to take a look and spot an interesting

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Monthly OpinioPro Statistics – May 2020

Monthly OpinioPro Statistics – May 2020

🕔12:05, 4.Jun 2020

May In this blogpost, we will update you on our monthly best-reads and longest-reads. If you follow our weekly blogposts, you know the best read research articles on a weekly basis. In this monthly overview, we provide you with a

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Top 5 Research this week: Tag Asset Allocation in the lead

Top 5 Research this week: Tag Asset Allocation in the lead

🕔10:34, 30.May 2020

#22 Since COVID-19 webinars are booming business, we see this in our calendar analytics as well. Every month the events page is a great hit. Coming month are some very interesting webinars again you don’t want to miss: On June

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Safe havens and QE in this week’s Top Five

Safe havens and QE in this week’s Top Five

🕔10:54, 23.May 2020

#21 A variety of publications in this week’s Top Five, please see below the best read publications: On the fifth place, Blackrock‘s Weekly Commentary “Europe bond outlook under review“: Including their weekly chart: Neuberger Berman‘s “Asset Allocation Committee Outlook 2Q20”

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Bitcoins, central banks and inflation expectations: a variety of topics in our Top Five

Bitcoins, central banks and inflation expectations: a variety of topics in our Top Five

🕔10:12, 16.May 2020

#20 – Top Five Best Read Research on OpinioPro And it’s Saturday again: the day for us to publish our Top Five Best Read on OpinioPro this last week. Populair tags were ‘asset allocation‘ and ‘equities‘, furthermore our event calendar

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Wat kan 1% bitcoin doen voor je pensioen?

Wat kan 1% bitcoin doen voor je pensioen?

🕔10:54, 13.May 2020

“It saved our family” Lance Armstrong was ooit eens een van de meest gevierde wielrenners wereldwijd én veruit de rijkste. Met zijn pensioen zat het wel goed, zo leek het. Het liep anders. Na langslepende dopingonderzoeken en procedures werden  hem

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Hans Rosling and ‘Scary Statistics’ made it into our Top Five!

Hans Rosling and ‘Scary Statistics’ made it into our Top Five!

🕔10:13, 9.May 2020

#19 – Top Five Best Read Research on OpinioPro What research was read the most on OpinioPro this past week? Hereby a top five overview: On the fifth place: the CIO View by DWS: “Corona and Talf 2.0 – New

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Monthly OpinioPro Statistics – April 2020

Monthly OpinioPro Statistics – April 2020

🕔10:43, 6.May 2020

April In this blogpost, we will update you on our monthly best-reads and longest-reads. If you follow our weekly blogposts, you know the best read research articles on a weekly basis. In this monthly overview, we provide you with a

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Week #18 – Top Five Best Read Research on OpinioPro

Week #18 – Top Five Best Read Research on OpinioPro

🕔10:00, 2.May 2020

#18 This week we start with the Number One Best Read Research on OpinioPro, which is not by an asset manager or financial institution. It’s a research paper by the Blavatnik School of Government and the University of Oxford called:

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Week #17 – Top Five Best Read Research on OpinioPro

Week #17 – Top Five Best Read Research on OpinioPro

🕔10:20, 25.Apr 2020

#17 It’s time for the best read research again! But let’s start with an article that was read the longest: “Credit markets will remain challenged amid market volatility from COVID-19” by Capital Group. While this article was published in March,

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Week #16 – Top Five Best Read Research on OpinioPro

Week #16 – Top Five Best Read Research on OpinioPro

🕔10:00, 18.Apr 2020

#16 Again, the page visitors found most interesting this past week was our Events calendar page. In this calendar, you can find all kinds of webinars happening in the investment sector. For example, next week AQR Capital Management holds a

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Week #15 – Top Five Best Read Research on OpinioPro

Week #15 – Top Five Best Read Research on OpinioPro

🕔10:00, 11.Apr 2020

#15 The page visitors found most interesting this week, was our Events calendar page. Here you can find all the events happening in the Benelux, but with the current corona crisis, our calendar is full of webinars. For example, next

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Week #14 – Top Five Best Read Research on OpinioPro

Week #14 – Top Five Best Read Research on OpinioPro

🕔11:56, 3.Apr 2020

#14 Again, the main theme this week was: the coronavirus. The five best read research on OpinioPro this week did approach this in different ways, which makes them all very interesting to read.  Edmond de Rothschild published a “Special Flash”

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Week #13 – Top Five Best Read Research on OpinioPro

Week #13 – Top Five Best Read Research on OpinioPro

🕔14:50, 28.Mar 2020

#13  The past weeks were very hectic for financial markets and the publication frequency of research documents was and keeps being extremely high. A lot to read about COVID-19 and its consequences. Noteworthy is a shifting angle in the top

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Top Vijf Best Gelezen OpinioPro – Week #12

Top Vijf Best Gelezen OpinioPro – Week #12

🕔15:39, 21.Mar 2020

De eerste drie investment research rapporten hebben als overeenkomst het onderwerp ‘Corona’. “Epidemics and Stock Market Performance since 1980” van First Trust is een one-pager. De observaties die uit de gepubliceerde grafiek en tabel zijn getrokken, zijn als volgt: 6-month

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CMA – What kind of Expected Returns do you expect?

CMA – What kind of Expected Returns do you expect?

🕔12:28, 14.Jan 2020

Three different expectations for the next decade Nr 1: Invesco – 2020 Long-Term Capital Market Assumptions Next to its quarterly ‘The Big Picture’ report, Invesco publishes an annual Capital Market Assumptions report with expected returns over a 10 year horizon.

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Goud, Zilver en Bitcoin gehoorzamen aan dezelfde wetten

Goud, Zilver en Bitcoin gehoorzamen aan dezelfde wetten

🕔16:22, 8.Oct 2019

In maart dit jaar publiceerde de Nederlandse Researcher @100trillionUSD het, ondertussen baanbrekende, rapport “Modeling Bitcoin’s Value with Scarcity”. Dit onderzoek gaat in op de relatie tussen de prijs en schaarste (stock to flow) bij Bitcoin. Wat is er zo speciaal

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Asset Allocatie week

Asset Allocatie week

🕔12:43, 2.Oct 2019

De komende  week wordt er een barrage aan asset allocatie rapporten op OpinioPro gepubliceerd. Van tientallen asset managers kunt u de laatste stand van zaken omtrent hun asset allocatie voorkeuren vernemen. Wie bereidt zich voor op een storm, wie denkt

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Nieuwe Asset Allocatie Video over Government Bonds

Nieuwe Asset Allocatie Video over Government Bonds

🕔15:03, 25.Sep 2019

Er is weer een nieuwe asset allocatie video beschikbaar, deze maal over Government Bonds. In de grafiek hieronder staat hoe de consensus zich in de tijd heeft ontwikkeld. De consensus over deze asset class is al geruime tijd “underweight”. Gelukkig

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Vragen en meningen over Goud – deel II

Vragen en meningen over Goud – deel II

🕔14:26, 18.Sep 2019

Na rally staat Goud op hoogste koers in zes jaar tijd Sinds de opmars vanaf augustus vorig jaar bereikte Goud na de “doorbraak” van USD 1400 de hoogste koers in zes jaar tijd. Alhoewel wij bij OpinioPro niet al te

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Rentebesluit ECB, hoe zat dat ook alweer?

Rentebesluit ECB, hoe zat dat ook alweer?

🕔12:38, 11.Sep 2019

Donderdag 12 september komt de ECB  naar buiten met haar maandelijkse rentebesluit naar buiten. De verwachting is dat de rente zal worden verlaagd, maar zal dit de “markt” tevreden houden? Dit is op zich een vreemde vraag want het is

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Brexit, Deal of No Deal? No Deal steeds waarschijnlijker

Brexit, Deal of No Deal? No Deal steeds waarschijnlijker

🕔06:59, 5.Sep 2019

Brexit is een belangrijk economisch “scheduled” event. Scheduled staat tussen aanhalingstekens want de datum wil nog wel eens vooruitgeschoven worden. Voorlopig staat de datum op 31 oktober. In samenwerking met Trendmark heeft OpinioPro een speciaal rapport gepubliceerd dat op basis

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Omgekeerde of vlakke rentecurve, reden tot ongerustheid?

Omgekeerde of vlakke rentecurve, reden tot ongerustheid?

🕔09:47, 19.Aug 2019

Omgekeerde rentecurves, met hogere rendementen op kortlopende staatsobligaties, kunnen toekomstige recessies te voorspellen. Vanwege deze relatie, verminderen sommige beleggers, die vrezen dat een omgekeerde rentecurve lage aandelenrendementen voorspelt, hun aandelen exposure wanneer de spread negatief is.   Maar is dit gerechtvaardigd?

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Meest gelezen documenten in juli 2019

Meest gelezen documenten in juli 2019

🕔11:41, 8.Aug 2019

Hoewel de zomermaand juli als vakantiemaand bestempeld wordt, blijken beleggers het lezen niet te kunnen laten. Zo werd er weer volop gezocht op het research platform van OpinioPro en werd er naast veel gelezen ook lang gelezen. Zo zijn er

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Extreem weer gaat steeds vaker voorkomen

Extreem weer gaat steeds vaker voorkomen

🕔14:16, 24.Jul 2019

Het is weer warm. Een extreme weersomstandigheid. ” Volgens de verzekeringsmaatschappij Munich Re is het aantal extreme weersomstandigheden de afgelopen dertig jaar verdubbeld. Klimaatverandering kost naar schatting zo’n 1,2 biljoen USD per jaar. Dat komt overeen met 1,6% van het bbp.

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Outlooks Q3 en H2 vanaf nu weer beschikbaar

Outlooks Q3 en H2 vanaf nu weer beschikbaar

🕔14:23, 16.Jul 2019

De 2e helft van het jaar en het derde kwartaal zijn net begonnen. Voor veel asset managers de aanleiding om een outlook voor H2 of Q3 te publiceren. De bundeling van alle beschikbare outlooks is hier te vinden. Of anders

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Marktoptimisme, maar consensus blijft voorzichtig

Marktoptimisme, maar consensus blijft voorzichtig

🕔07:00, 11.Jul 2019

Juni was wereldwijd een goede beursmaand. De daling van aandelenkoersen in mei werd met een stijging van 4,25% in juni grotendeels goedgemaakt. De eerste helft van 2019 is zo met een prima performance van 16,64% afgesloten. Ook de andere beleggingscategorieën

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Hedge voor toekomstige verplichtingen

Hedge voor toekomstige verplichtingen

🕔17:54, 10.Jul 2019

We verkeren in de bijzondere omstandigheden dat alles om ons heen duurder wordt, maar dat de inflatie conform de uniforme regels laag te noemen is. Inflatie is misschien handig voor de schulden erosie, de wereldwijde schuldenberg bevindt zich op een

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Video’s Asset Allocation Consensus Juli

Video’s Asset Allocation Consensus Juli

🕔12:37, 8.Jul 2019

De maandelijkse Asset Allocation video’s zijn weer beschikbaar. Deze maand speciale aandacht voor Fixed Income, High Yield, Equities Europe en Emerging markets. De Asset Allocation video over Equities in juni zorgde nog net niet voor oververhitte servers bij YouTube, maar

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Zoeken op onderwerp maakt “oude” kennis toegankelijk

Zoeken op onderwerp maakt “oude” kennis toegankelijk

🕔12:04, 5.Jul 2019

De afgelopen jaren hebben we al meer dan tienduizend  research rapporten verzameld en gepubliceerd. Het zal u niet vreemd voorkomen dat de recent gepubliceerde rapporten het meest worden gelezen. Dat is logisch omdat ze op het moment van publicatie prominent

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Een doorsnee week op de Financiële markten…

Een doorsnee week op de Financiële markten…

🕔14:11, 28.Jun 2019

De duiven zijn weer losgelaten. Centrale banken wereldwijd hinten op komende renteverlagingen. Aan commentaren hierop geen gebrek. Bekijk de volledige lijst hier. Yield curve’s zijn ondertussen in veel landen weer “inverted”. Maar wat betekent dit eigenlijk? We nemen een stap

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Going Dutch

Going Dutch

🕔09:15, 24.Jun 2019

OpinioPro is going Dutch. Going Dutch, according to www.dictionary.com means that every person in a group of diners or imbibers pays for their themselves. Now do not worry, we will not start charging a fee from our visitors. But from

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Zeldzaam, Consensus voor aandelen naar Neutraal

Zeldzaam, Consensus voor aandelen naar Neutraal

🕔16:21, 19.Jun 2019

Bij asset allocatie beslissingen is er vaak een natuurlijk optimisme voor aandelen. Sinds de start van de Asset Allocatie Consensus in 2012 is het slechts een korte periode voorgekomen dat aandelen op neutraal stonden en dat was van augustus 2016

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Monitor Brexit with the ‘OpinioPro Brexit Search Index’

Monitor Brexit with the ‘OpinioPro Brexit Search Index’

🕔17:01, 17.Jun 2019

Help! The English have lost their sense of humor! From now on, OpinioPro will bring together with Trendmark up to date Brexit news and the OpinioPro Brexit Monitor. Internet search for ‘brexit’ made an incredible peak in 2016 and returned

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Equities niet langer favoriet bij Asset Managers

Equities niet langer favoriet bij Asset Managers

🕔12:30, 14.Jun 2019

Equities zijn niet langer favoriet in de asset mix. Volgens onderzoek van Alpha Research is de Consensus opinie van Asset Managers vanaf deze maand neutraal. De nieuwe asset allocation videos’s die wij maandelijks maken in samenwerking met Alpha Research staan

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