Terug naar de HomePage

Artikelen van Edmond de Rothschild

The SRI Chronicles

The SRI Chronicles

🕔13:44, 23.okt 2019

Current news is focusing on an issue that nevertheless concerns an expected long-term time horizon, i.e. 2030-2100. The issue of climate change and the challenge of limiting global warming to +2.0°C, even less if possible, on the only planet we

Lees het volledige artikel
Market Flash: The Geopolitical Climate Recovers A Little

Market Flash: The Geopolitical Climate Recovers A Little

🕔11:50, 22.okt 2019

Risk assets were lifted this week by the partial US-China agreement and hopes of a solution to avoid a no-deal Brexit. The US-China agreement stipulated that Washington would not raise tariffs on $250bnworth of Chinese imports by 25-30% on October

Lees het volledige artikel
Market Flash: After The Last Week’s Drop Stocks Rebounded

Market Flash: After The Last Week’s Drop Stocks Rebounded

🕔10:41, 17.okt 2019

Equity markets rebounded this week while bonds experienced a correction. Investors continue to attempt to gauge the reality of the deterioration in global manufacturing activity and the impact of the countermeasures in the form of monetary and fiscal support. Short-term

Lees het volledige artikel
Asset Allocation Strategy October 2019

Asset Allocation Strategy October 2019

🕔17:37, 10.okt 2019

 The economic and political climate is glum, and things continue to worsen. Although we do not predict a recession in the foreseeable future, we nevertheless cannot identify any factor likely to reverse the cycle. Looking at historical economic data for

Lees het volledige artikel
Market Flash – The stock market plunges: is it a feeling of déjà vu?

Market Flash – The stock market plunges: is it a feeling of déjà vu?

🕔10:50, 10.okt 2019

Apart from a technical lift on the last day of the third quarter, markets retreated as a fresh wave of bad political and economic news arrived. Both industrial and services ISM data fell much more than consensus expectations. Manufacturing ISM

Lees het volledige artikel
Market Flash: The Geopolitical Context Remains Uncertain

Market Flash: The Geopolitical Context Remains Uncertain

🕔13:49, 3.okt 2019

Once again, markets danced to the tune of developments in US politics and the trade war. The Democrats started a pre-impeachment procedure against Donald Trump. Washington is still looking for a broad agreement with Beijing, one that goes beyond simply

Lees het volledige artikel
Market Flash: The Spirit Of Compromise Returns

Market Flash: The Spirit Of Compromise Returns

🕔16:55, 17.sep 2019

US-China tensions eased further over the week and Beijing exempted US products from import duties only a few days before both sides were due to meet for talks. China might even resume importing US agricultural products like soya. Meanwhile, over

Lees het volledige artikel
Market Flash: A Whiff Of Optimism Lifts Markets

Market Flash: A Whiff Of Optimism Lifts Markets

🕔07:48, 13.sep 2019

Equity markets finally rebounded on reduced tensions in Hong Kong, mounting obstacles in Boris Johnson’s way towards a no-deal Brexit and news that US-China talks were to resume. Economic data remained mixed between upbeat consumer services and fears of an

Lees het volledige artikel
Market Flash: Political Developments Remain Centre Stage

Market Flash: Political Developments Remain Centre Stage

🕔11:04, 3.sep 2019

Political declarations took centre stage this week, starting with the usual twists and turns on the trade war front. Following a tit-for-tat escalation in customs tariffs, the mood turned more conciliatory and talks will now probably resume. However, Donald Trump’s

Lees het volledige artikel
Asset Allocation Strategy September 2019

Asset Allocation Strategy September 2019

🕔14:37, 23.aug 2019

So far this year, equity markets generally posted the sort of returns that would normally be unthinkable amid an earnings slowdown, an increasingly fragile economic cycle and a political environment that has become so risky that global corporate confidence levels

Lees het volledige artikel
Market Flash: Global Data Worry Markets

Market Flash: Global Data Worry Markets

🕔09:36, 20.aug 2019

The US Commerce Department’s lift to markets at the beginning of the week soon fizzled out. Half of previously tariff-free Chinese imports will now be spared the proposed duties up to December 15. This concerns $150bn vs. a total of

Lees het volledige artikel
Market Flash: The Outlook Remains Uncertain

Market Flash: The Outlook Remains Uncertain

🕔14:08, 13.aug 2019

Markets struggled to regain their calm although the risk of Chinese currency manipulation abated. Fundamental worries over an economic slowdown -with its litany of negative interest rates and yield curve inversion – returned to haunt investors. Second quarter results were

Lees het volledige artikel
Central Banks are committed to reassuring investors

Central Banks are committed to reassuring investors

🕔15:36, 5.aug 2019

The Fed and the ECB have managed to firmly establish lower interest rates while pushing risk assets higher. Investors are sceptical amid high political and economic uncertainty but, at least for the time being, the central bank actions have helped

Lees het volledige artikel
Market Flash : Central Banks Remain In Focus

Market Flash : Central Banks Remain In Focus

🕔07:26, 31.jul 2019

Central banks once again remained centre stage. Judging from falls in the euro and European sovereign bond yields, investors were clearly expecting big developments over the week. And yet the ECB meeting raised more questions than answers. True, the ECB

Lees het volledige artikel
Market Flash: A Mixed Start To Earnings Season

Market Flash: A Mixed Start To Earnings Season

🕔15:27, 24.jul 2019

Unconvincing results and fresh US-China tensions leave investors hesitant. The US economy remained buoyant thanks to strong consumer spending. Retail sales were underpinned by a 4% lift to wages and falling oil prices (as tensions with Iran abated and fears

Lees het volledige artikel
Market Flash : Markets Applaud New European Appointments

Market Flash : Markets Applaud New European Appointments

🕔11:02, 8.jul 2019

Market flash Meanwhile, the European Union made a number of senior appointments. After lengthy negotiations, a reflection of Europe’s very politically diverse nature, Ursula von der Leyen was put forward as European Commission president while Christine Lagarde was proposed as

Lees het volledige artikel
Central banks once again in the driving seat

Central banks once again in the driving seat

🕔11:03, 11.jun 2019

Market Flash The week kicked off with an increasing amount of disappointing economic data, particularly in China, prolonging concerns over growth and driving investors’ risk aversion sharply higher. Speaking at a conference in Chicago, J. Powell confirmed comments from several

Lees het volledige artikel
Genuine uncertainties according to the latest indicators

Genuine uncertainties according to the latest indicators

🕔13:02, 4.jun 2019

Trade war uncertainties continued while the latest advanced indicators delivered increasingly contradictory signals. Conference Board indicators on consumer confidence rebounded in May amid very buoyant labour market conditions. Note, however, that the survey was up to May 16 and therefore

Lees het volledige artikel
European Elections And Trade War: Markets Retreat

European Elections And Trade War: Markets Retreat

🕔09:02, 27.mei 2019

Market Flash The US trade dispute continued to worry markets and US and German companies. At the end of the period, US PMI data remained in positive territory but showed confidence levels slipping. The Fed stayed in wait-and-see mode as

Lees het volledige artikel
Respite For Europe Against The Backdrop Of The Trade War

Respite For Europe Against The Backdrop Of The Trade War

🕔11:02, 20.mei 2019

Market Flash  In a week full of twists and turns, US-China trade talks turned complicated. Donald Trump is now expected to postpone the introduction of tariffs on European car and spare part imports to the US. This coincided with a

Lees het volledige artikel
The market volatility in a tweet

The market volatility in a tweet

🕔13:02, 13.mei 2019

Market Flash Volatility rebounded from lows after Donald Trump threatened to raise tariffs on certain Chinese imports from 10% to 25% from Friday May 10 if trade talks failed make substantial progress. He followed through on this threat even though

Lees het volledige artikel
The Earnings Season Continues

The Earnings Season Continues

🕔13:02, 10.mei 2019

Market Flash A shortened week got off to a positive start with S&P maintaining Italy at BBB with a negative outlook. Spain's elections saw the Socialist party come out on top with more seats than previously but still no absolute

Lees het volledige artikel
Market Flash: Hard-To-Interpret Data

Market Flash: Hard-To-Interpret Data

🕔14:02, 29.apr 2019

 There were no clear indications on market trends this week, a reflection of the difficulty investors are having in distinguishing between good and bad macro and company news. – Germany’s industrial PMI and IFO index remained weak, leading Berlin to

Lees het volledige artikel
Market Flash

Market Flash

🕔11:02, 26.apr 2019

The Earnings Season Kicks Off  US markets pushed inexorably towards all-time highs, leaving the S&P500 only 40 points off its September 2018 peak. However, trading was still thin, especially for the beginning of the quarterly earnings season. First quarter earnings

Lees het volledige artikel
Market Flash

Market Flash

🕔11:02, 26.apr 2019

The Earnings Season Kicks Off  US markets pushed inexorably towards all-time highs, leaving the S&P500 only 40 points off its September 2018 peak. However, trading was still thin, especially for the beginning of the quarterly earnings season. First quarter earnings

Lees het volledige artikel

Zoek

Asset Allocation Consensus September

Zoek op datum

oktober 2019
M D W D V Z Z
« sep    
 123456
78910111213
14151617181920
21222324252627
28293031