Terug naar de HomePage

Artikelen van BNY

What’s Priced In?

What’s Priced In?

🕔11:54, 27.jan 2020

Points of View Equities – 2020 earnings growth estimates have held steady so far between 9–11%. This is more in line with our “Turning the Corner” scenario where  economic growth improves in 2020. Risk sentiment as measured by implied volatility remains at subdued levels largely driven by global central

Lees het volledige artikel
Making the case: Active allocation to Japanese equities

Making the case: Active allocation to Japanese equities

🕔17:44, 13.jan 2020

As it continues to bounce back from a prolonged period of contraction, the Japanese economy offers an attractive opportunity set to investors, says Miyuki Kashima, Head of Japanese Equities, BNY Mellon Asset Management Japan Limited. Economic growth has seen Japan go from

Lees het volledige artikel
Brexit: The Home Straight

Brexit: The Home Straight

🕔18:45, 25.nov 2019

A roadmap for the upcoming weeks projects meaningful mood swings Tentative ranges for cable: 1.10 for worst case; 1.30 for orderly exit; 1.55 for remain Ostensible inactivity between October 2 and October 14 may add more uncertainty to the process

Lees het volledige artikel
Brexit: The End Of The Beginning

Brexit: The End Of The Beginning

🕔07:41, 22.nov 2019

The final departure from 10 Downing Street is the defining visual that accompanies the end of every British premiership. Whether it’s the last wave in front of the famous black door, an emotional resignation from the podium, or the tear-stained

Lees het volledige artikel
Aerial View Magazine: Deciphering a Repo Dislocation

Aerial View Magazine: Deciphering a Repo Dislocation

🕔12:39, 23.okt 2019

 I f there is one thing that whips up Wall Street, it is any sort of bottle- neck in ordinarily placid short-term money markets. So in September, when getting overnight loans in exchange for US Treasuries suddenly became expensive—much sooner

Lees het volledige artikel
Aerial View Magazine: Deciphering a Repo Dislocation

Aerial View Magazine: Deciphering a Repo Dislocation

🕔16:33, 17.okt 2019

I f there is one thing that whips up Wall Street, it is any sort of bottleneck in ordinarily placid short-term money markets. So in September, when getting overnight loans in exchange for US Treasuries suddenly became expensive—much sooner in

Lees het volledige artikel
The Separately Managed Account Opportunity for ADR Issuers

The Separately Managed Account Opportunity for ADR Issuers

🕔17:38, 6.aug 2019

Executive Summary While flows into Exchange-Traded Funds (ETFs) and mutual funds tend to get headlines, an area demonstrating consistent growth is the Managed Account Industry. This industry now represents almost $2 trillion in assets under management (AUM) in the United

Lees het volledige artikel
Central Banks are Under Assault

Central Banks are Under Assault

🕔18:51, 31.jul 2019

Aerial View Magazine Conventional wisdom, supported by nearly a century of economic history, indicates that independent control over monetary policy—insulated from the direct interference and control of political leaders—delivers better economic outcomes. Recently, however, that independence has been threatened, as

Lees het volledige artikel
Brexit and ETF Migration Countdown to March 2021

Brexit and ETF Migration Countdown to March 2021

🕔12:50, 29.jul 2019

The value of ETFs issued globally was almost €5 trillion at the end of 2018—making them one of the greatest success stories in the investment world in recent decades. Although the US still dominates the ETF market, 15% of global

Lees het volledige artikel
Aerial View Magazine: Sponsored Repos are Surging

Aerial View Magazine: Sponsored Repos are Surging

🕔16:50, 23.jul 2019

Post-crisis leverage rules have constrained overnight lending in the critical market for shortterm loans called repurchase agreements or “repos” but banks and others have been developing solutions to help minimize the impact. As a result of the rules, many banks

Lees het volledige artikel
The Challenges of Losing Libor

The Challenges of Losing Libor

🕔09:38, 19.jul 2019

W ithin three years’ time, an inter- est-rate bench – mark that became infamous in the aftermath of the global financial crisis could disappear from the markets for good. Replacing the London Interbank Offered Rate or “LIBOR” has become a

Lees het volledige artikel
Crypto’s Next Act

Crypto’s Next Act

🕔07:00, 9.jul 2019

“We’re seeing the convergence of investor demand for digital assets alongside regulatory certainty, which we believe is being driven by the advent of more infrastructure to support access and trust in this market.” Plagued by exchange hacks, fraud, lost keys

Lees het volledige artikel
Aerial View Magazine: Shaken, Not Stirred

Aerial View Magazine: Shaken, Not Stirred

🕔07:00, 2.jul 2019

New Rules That Reshaped the European money market fund universe this spring have barely dented investor appetite for the EUR1.3 trillion industry, and in fact could increase its size as firms look to diversify away from bank deposits, some industry

Lees het volledige artikel
Intrigue and Trade

Intrigue and Trade

🕔19:02, 26.jun 2019

An economic forecast rests on a foundation of assumptions about politics. They are assumptions, not expectations, because politics is not an area where economists have a discernible edge. Recent trade news, the US federal budget, national security, and election results

Lees het volledige artikel
Shifting sands

Shifting sands

🕔13:03, 23.jan 2019

Inflation, trade wars and euro debt are among the potential headwinds for the world’s economy in 2019, but that doesn’t mean the overall global picture is necessarily a negative one. If 2017 was the year of synchronized global growth, 2018 was

Lees het volledige artikel
Vantage Point 2019 Outlook

Vantage Point 2019 Outlook

🕔14:04, 18.jan 2019

Navigating Fearful Markets Our central economic scenario is relatively benign. We see a modest slowdown in global growth in 2019, with limited inflationary pressure. The implication is that interest rates rise only gradually in the U.S. and not at all in

Lees het volledige artikel
Reaping the Benefits of Disruptive Technology

Reaping the Benefits of Disruptive Technology

🕔07:00, 4.jan 2019

A joint survey conducted by Eagle Investment Systems and Hegarty Group specifically identifies how asset managers are deploying emerging technologies. The bigger question for many, also addressed, is how organizations can take the necessary steps today to access the impending

Lees het volledige artikel
Reaping the Benefits of Disruptive Technology

Reaping the Benefits of Disruptive Technology

🕔07:00, 29.dec 2018

A joint survey conducted by Eagle Investment Systems and Hegarty Group specifically identifies how asset managers are deploying emerging technologies. The bigger question for many, also addressed, is how organizations can take the necessary steps today to access the impending

Lees het volledige artikel
2019 Outlook: A Year of Transitions

2019 Outlook: A Year of Transitions

🕔14:04, 28.dec 2018

Trade, higher interest rates and politics dominated financial markets in 2018, resulting in a volatile and challenging year for investors. After a strong run, global equity markets corrected, adjusting to a new environment of higher rates and a less accommodative

Lees het volledige artikel
The Value of Active Treasury Management

The Value of Active Treasury Management

🕔07:00, 29.nov 2018

Many asset managers consider treasury part of their operations unit and manage this function through manual, spreadsheet-oriented processes and support staff. Forward-looking asset managers, however, have recognized the importance of treasury, not only in reducing operational risks and protecting assets

Lees het volledige artikel
Bond issuance

Bond issuance

🕔15:04, 10.okt 2018

In this first edition of Bond Issuance, fixed income experts from Insight Investment1 highlight recent trends in the underreported mid-tier segment of the market. What do developments in credit, emerging markets, high yield, structured finance and green bonds tell us

Lees het volledige artikel
ESG Special Report

ESG Special Report

🕔14:04, 4.okt 2018

Global recognition of environmental, social and governance (ESG) issues is driving a major shift in investor attitudes, embedding itself in investment choices, becoming more integrated into processes, incorporated in risk management and intertwined with ethical concerns. Investors increasingly understand that neglecting

Lees het volledige artikel
Is Now the Time to Take a New Look at Alternative Investments?

Is Now the Time to Take a New Look at Alternative Investments?

🕔07:26, 18.jul 2018

The alternative advantage The stock market’s sustained and energetic rise was generally celebrated throughout 2017 and the first quarter of 2018. Considered a sign of strong underlying fundamentals, the increase was seen as an indication of investor optimism about where

Lees het volledige artikel
ISSG Economic and Capital Markets Outlook

ISSG Economic and Capital Markets Outlook

🕔11:02, 28.jun 2018

Despite pointed trade rhetoric and staunch geopolitical risks, the current threats to ongoing global growth have yet to cross from the possible into the probable. Unlike prior quarters, investors are adjusting to much more immediate challenges of rising rates and

Lees het volledige artikel
The changing market for real assets and the evolving role of public investors

The changing market for real assets and the evolving role of public investors

🕔14:04, 18.jun 2018

Definition of real assets Throughout this report, ‘real assets’ refers to real estate and infrastructure investments, broadly defined. This includes commercial, residential, industrial, energy and other assets. It includes all forms of accessing these assets, including funds, direct and indirect

Lees het volledige artikel

Zoek

Twitter

De best gelezen #research bij @Opinio_Pro:

#1 7-Year Asset Class Real Return Forecasts #GMO

#2 2020 Long-Term Capital Market Assumptions @InvescoEMEA

#3 What the heart already knew @TriodosIM @TriodosNL

#4 From TINA to FOMO @DWS_Group

-> https://www.opiniopro.com/

Global Asset Allocation Views Q1 2020 -> https://www.opiniopro.com/2020/01/jp-morgan/global-asset-allocation-views-q1-2020/ #AssetAllocation #credit #equites #Equities #FixedIncome via @JPMorganAM

Economic resilience, Fed and elections to drive US markets in 2020 -> https://www.opiniopro.com/2020/01/amundi/economic-resilience-fed-and-elections-to-drive-us-markets-in-2020-2/ #consumption #election #monetarypolicy via @Amundi_ENG

The US federal reserve’s ‘whatever it takes’ moment has arrived -> https://www.opiniopro.com/2020/01/ubp/the-us-federal-reserves-whatever-it-takes-moment-has-arrived/ #AssetAllocation #centralbank #credit #ECB #Equities #FED #USA

Load More...

Zoek op datum

januari 2020
M D W D V Z Z
« dec    
 12345
6789101112
13141516171819
20212223242526
2728293031