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Artikelen van DWS

Still in love with equities?

Still in love with equities?

🕔08:40, 18.sep 2019

There may be few alternatives to equities. However, that is no longer a sufficient reason to buy into every dip. Despite some warning signs, it is probably too early to give up on equities, especially if and when leading economic

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A cycle like no other

A cycle like no other

🕔15:37, 10.sep 2019

The economy looks good now, the outlook less so. That's nothing new in this atypical cycle. Caution is warranted.  What a good run markets are having! And why not? The labor markets in the U.S. and parts of Europe are

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Passive Investing 2019 The Rise Of Stewardship

Passive Investing 2019 The Rise Of Stewardship

🕔18:43, 9.sep 2019

This 2019 global survey is part of the annual research programme started by DWS and CREATE-Research in 2018. Last year, the main theme was how the rise of passive investing was reshaping the investment landscape. This year, the programme focuses

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Passive Investing 2019 – The rise of stewardship

Passive Investing 2019 – The rise of stewardship

🕔17:58, 23.aug 2019

Are passive index funds the lazy owners of companies, allowing unaccountable management to drain dynamism from the economy? Or, are they becoming too activist by venturing into controversial areas of public policy that are best handled by regulators and politicians?

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On the escalation path

On the escalation path

🕔18:50, 7.aug 2019

For now, the trade conflict between China and the U.S. is unlikely to ease. Markets are understandably nervous.  Last week, the U.S. President once again shocked the markets by announcing that all imports from China will be subject to punitive

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How One Might Beat Negative Government-Bond Yields

How One Might Beat Negative Government-Bond Yields

🕔15:36, 7.aug 2019

CIO | View Chart of the Week Is it still possible to earn money with Eurozone government bonds? We think so: Steep yield curves can serve as a medicine against negative interest rates.  Yields on German sovereign bonds have dropped

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Our 12-Month Economic & Market Outlook

Our 12-Month Economic & Market Outlook

🕔16:09, 31.jul 2019

From a trade dispute to a trade war. And back? The U.S.-China dispute weighs on our strategic outlook, even though its initial economic impact is small.  In April, the market hoped for a resolution. Instead, the U.S.-Chinese trade dispute has

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Growing Valuation Gap For Growth Stocks

Growing Valuation Gap For Growth Stocks

🕔11:03, 30.jul 2019

Growth stocks continue to grow, value stocks continue to gain value, if this is defined as a discount to the market. This cannot go on forever. But still may for a while.

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Our Monthly Analysis And Outlook On Commodities

Our Monthly Analysis And Outlook On Commodities

🕔08:41, 22.jul 2019

As the first half of the year has elapsed, it is time to take stock of the developments within the commodities space. Some key price drivers changed quite dramatically; notably the move of central banks towards dovish monetary policies has

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Long-term Equity Investments under Solvency II

Long-term Equity Investments under Solvency II

🕔09:58, 20.jul 2019

Applying a reduced capital charge of 22% to investments in listed and unlisted equities The European Commission (EC)’s Delegated Regulation of 8.3.2019 amends the Solvency II Directive in different areas. Most notably, from an investment perspective, a new category of

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Americas CIO View

Americas CIO View

🕔15:02, 4.jul 2019

Post G20: Existing tariffs stay in effect, lower S&P 500 EPS outlook No agreement or timeline to cut 25% tariffs on half the imports from China The post G20 summit between President Xi and President Trump produced many pictures and

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CIO VIEW

CIO VIEW

🕔14:02, 2.jul 2019

G20 meeting ended with little progress. But postponed tariff hikes are not canceled ones.   The G20 meeting in Osaka, Japan, ended on Saturday as expected: inconsequential, with a non-binding final declaration. More important were the talks on the fringes of

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No more patience?

No more patience?

🕔15:00, 27.jun 2019

Last month, we argued that it was all going to be about politics from now onwards. And indeed, May and June have not been short of unexpected political developments – and tweets. However, mixed economic data has also raised new

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More troubles ahead

More troubles ahead

🕔15:00, 21.jun 2019

Big gains so far this year and continuing trade conflicts limit the near-time upside in equity markets.  The combination of the year-to-date rally and deteriorating prospects of a trade deal make the near-term risk-reward for equities unattractive.  In the near

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Our Monthly Market Analysis And Positioning

Our Monthly Market Analysis And Positioning

🕔15:03, 6.jun 2019

The month of May was tough rather than merry. After many stock exchanges touched new record highs, the impulsive U.S. trade policy sent both equities and bond yields on a downward slide. The summer could be uncomfortably hot.

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The point of no returns

The point of no returns

🕔14:02, 29.apr 2019

 Yields on 10-year German Bunds have fallen to zero. What's the point of holding government bonds that literally seem to offer no returns?

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Good-bye brexit?

Good-bye brexit?

🕔14:02, 2.apr 2019

Market may remain nervous, but the actual risks of a hard, chaotic Brexit, have fallen sharply.  For many months, we have been warning of the risks of a hard, chaotic no-deal Brexit. In an alternative universe, we might well have

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A Different Way To Look At Various Asset Classes

A Different Way To Look At Various Asset Classes

🕔14:02, 1.apr 2019

 Unlike other asset classes, most equity markets continue to trade below the levels of September 2018. That makes sense, once you look at the reasons behind turns in sentiment.  After a turbulent fourth quarter in 2018, things got a lot

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Finally, something good

Finally, something good

🕔14:02, 28.mrt 2019

The chances for an orderly and reasonably quick resolution to the Brexit drama have gone up.  In all the twists and turns of the ongoing Brexit drama, it is all too easy for market observers to overlook important turning points.

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Ecb Meeting: When Doves Cry

Ecb Meeting: When Doves Cry

🕔13:00, 11.mrt 2019

The ECB gets surprisingly gloomy on growth and inflation and shifts to softer monetary policy immediately too Since the financial crisis, the unwritten rule has been that bad economic news was good news for investors, as central -bank taps likely

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Ecb Meeting: When Doves Cry

Ecb Meeting: When Doves Cry

🕔13:00, 11.mrt 2019

The ECB gets surprisingly gloomy on growth and inflation and shifts to softer monetary policy immediately too Since the financial crisis, the unwritten rule has been that bad economic news was good news for investors, as central -bank taps likely

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Zoek

Asset Allocation Consensus Augustus

Twitter

Alpha Research onderzoekt momenteel het landschap van beschikbare #Alternatives in de Nederlandse markt en organiseert op dinsdag 8 oktober een Investment Meeting hierover. Kom je ook? https://t.co/UX0Tqwz5b9

Volgens onze Global Investor Study 2019 heeft slechts 44% van de mensen er vertrouwen in dat ze weten hoeveel geld ze hebben bij de verschillende financiële dienstverleners. Lees meer: https://t.co/ngtN4AgmJ2

Trenmark pitch at Hollandfintech meetup.
What can Trendmark do for you? How does it work?

#hollandfintech #fincog #trends #BigData

https://t.co/VGRz0kE0vz

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