Asset allocatie: vertraging bestrijden Beleidsmakers hebben tot nu toe een forse wereldwijde economische vertraging succesvol weten te voorkomen. De Amerikaanse Federal Reserve en de Europese Centrale Bank hebben de monetaire kraan geopend, terwijl sommige regeringen in opkomende landen fiscale stimuleringsmaatregelen hebben genomen, een voorbeeld
Maandelijkse Asset Allocatie Vooruitzichten De wereldeconomie lijkt er aan het begin van het nieuwe jaar stabieler voor te staan. Maar beleggers moeten opletten niet zelfgenoegzaam te zijn. Begin 2020 hebben beleggers redenen om optimistisch te zijn. De wereldeconomie stabiliseert zich
Technology is reshaping our world. Health is no exception. The pressure to develop new medicines and other health products is building thanks to the demands of an ageing and increasingly health-conscious world population. This is giving rise to a world
Central banks are opening the liquidity taps again, easing concerns over growth and corporate profits. Prospects for emerging market assets look better as a result.
Het klimaat op financiële markten verbetert doordat centrale banken de liquiditeitskraan opendraaien en omdat de handelsoorlog niet verder oplaait. Aandelen naar neutraal, maar liquiditeiten blijven favoriet Er breekt een waterig zonnetje door op financiële markten. Dat is voor een groot deel te danken
The dollar's bull run should come to an end, weighing on US equities. Emerging market debt, European equities and value stocks have the potential to outperform. Tread carefully. The path to strong investment returns in 2020 won't be a smooth
Barometer: Struggling for inspiration European stocks are a bright spot in an otherwise uninspiring equity market. Corporate profits are barely growing. Almost USD15 trillion of debt trades at yields below zero. And trade disputes are rumbling on. There is, then,
The largest oil supply disruption on record The attacks on the Abqaiq and Khurais oil facilities in Saudi Arabia on 14 September triggered the largest oil market disruption on record. The attacks caused 5.7mbd of Saudi production to be shut
As central banks aren't likely to deliver the volume of stimulus markets are hoping for, we remain underweight equities.
Smart Cities: Insights On A Powerful Trend Ivo Weinöhrl, Senior Investment Manager for Pictet's SmartCity strategy, explains how the powerful urbanisation trend is creating compelling investment opportunities.
Investing to protect the planet's natural resources requires a deep understanding of industry's ecological footprint. Our environmental strategy has a model for that.
It gives me great pleasure to introduce our 7th Secular Outlook. With this publication, we aim to draw on past experiences to shed light on the future. Looking back, the period since the 2008 financial crisis has been unusually kind
China, Turkey and Argentina dominated the headlines in recent months, but one emerging market story has been neglected. That of the oil-rich Gulf Co-operation Council (GCC) nations entering the leading external EM sovereign bond index.
About 250 million years ago, some 96 per cent of animal and plant species perished in what is considered to be the largest of the five mass extinction events on Earth. Known as “the Great Dying”, the catastrophe was caused
The Trump administration has been focusing on the US’s trade deficit with some of its main trading partners such as China and Germany. A strong dollar is exacerbating this deficit and has visibly exasperated President Trump. Indeed, the Fed’s broad
After two consecutive months of contraction, euro area industrial production (IP, excluding construction) rose by 0.9% month on month (m-o-m) in May, above consensus expectations (0.2%). To avert negative IP growth over the whole of Q2, IP will need to
Technology isn’t all volatile start-ups or new gadgets. It’s a sector whose prospects make it an attractive investment for the long run. Lyft and Uber IPOs have dominated tech sector headlines, with investors first snapping up shares in the car-sharing
Trees that kill their attackers. It sounds like science fiction, but it’s actually scientific fact. Researchers investigating the mysterious death of hundreds of kudu in South Africa in the 1990s made a startling discovery: the antelope were killed by the
Barometer: More pain to come Fresh trade tensions raise concerns about prospects for both the global economy and equity markets.
Overview It gives me great pleasure to introduce our 7th Secular Outlook. With this publication, we aim to draw on past experiences to shed light on the future. Looking back, the period since the 2008 financial crisis has been unusually
It gives me great pleasure to introduce our 7th Secular Outlook. With this publication, we aim to draw on past experiences to shed light on the future. Looking back, the period since the 2008 financial crisis has been unusually kind
Europe was late to the real estate party. But being late isn’t always a bad thing. It means that Europe’s real estate cycle is less advanced, with more growth still ahead compared to the US, and with valuations that are
Our latest thematic fund aims to capture the strong growth potential of companies finding smarter solutions to the urbanisation challenge.
The S&P 500 hit all-time highs in April with investor optimism fuelled by rising corporate margins. But we remain underweight US stocks, and are instead attracted to the better growth prospects and valuations of emerging markets. Net profit margins in
THEMATIC EQUITIES INVESTMENT IN WATER Technology holds the key to resolving the world’s growing water shortage problems. Thematic investors can make the most of the opportunity.
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
Zo was het vorig jaar! #aftermovie #AssetAllocationAwards
https://vimeo.com/321963939
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
