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Artikelen van State Street Global Advisors

Obligatie-ETF’s: Feiten vs. Fictie

Obligatie-ETF’s: Feiten vs. Fictie

🕔19:02, 2.jul 2019

De markt van obligatie-ETF's is nog altijd relatief jong: de eerste obligatie-ETF werd gelanceerd in 2002. Pas 10 jaar geleden bedroeg het vermogen onder beheer (Asset Under Management, AUM) in obligatie-ETF's 48 miljard USD, goed voor ongeveer 1,9% van de

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OK, Sell in May…But What About Today? Investing in an Increasingly Volatile Market

OK, Sell in May…But What About Today? Investing in an Increasingly Volatile Market

🕔17:02, 4.jun 2019

Strategy Espresso On 1 May, investors in US equities were celebrating. The S&P 500 had more than recovered all of the losses from last year’s Q4 sell-off to reach a new all-time high of 2,954. The CBOE Volatility Index (“VIX”), widely accepted

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US vs. China: Trade War Looming, or Overstated Hysteria?

US vs. China: Trade War Looming, or Overstated Hysteria?

🕔15:02, 29.mei 2019

Strategy Espresso “Full-Blown Trade War is Quickly Shifting from Risk to ‘Baseline’” read a Bloomberg headline on Thursday 23 May, as analysts and economists from multiple institutions began adjusting their assumptions regarding whether a trade deal between the US and

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EM Local Currency Debt: No Pain, No Gain

EM Local Currency Debt: No Pain, No Gain

🕔15:02, 20.mei 2019

Strategy Espresso Regular readers of the Espresso will know that we have been positive on emerging market (EM) local currency debt for some time. Despite escalating trade tensions weighing on market sentiment, we believe this hurdle will be passed, and

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Largest Rebalance in MSCI Emerging Markets History

Largest Rebalance in MSCI Emerging Markets History

🕔13:02, 14.mei 2019

Strategy Espresso At the end of May, MSCI Emerging Markets will conduct their semi-annual index review and rebalance. As per usual, this process will create a certain amount of turnover in the index as companies are added and removed based

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Sector Dashboard

Sector Dashboard

🕔13:02, 13.mei 2019

Equity markets surged back in the first quarter of 2019, but it was only towards the end that we saw investor confidence start to recover. The first move by investors was to defend their core equity positioning and consider reducing

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Equity Market Ceiling or the Beginning of a Rally?

Equity Market Ceiling or the Beginning of a Rally?

🕔17:02, 7.mei 2019

Strategy Espresso Markets have rallied but we haven’t seen investors go back into equities. Indeed, European-domiciled ETF flows show that fixed income was still the favoured asset class in April with $4.5 billion of inflows versus $820 million out of equity. Year to

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EM Local Currency Debt — Potential Beneficiary of Lower Growth

EM Local Currency Debt — Potential Beneficiary of Lower Growth

🕔19:02, 29.apr 2019

Global economic growth is slowing. Emerging market (EM) central banks are also facing less inflationary pressure in 2019. Forecasters expect that, overall, EM central banks will cut rates or keep them unchanged (Figure 1). At the same time, the recent

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Feiten vs. Fictie

Feiten vs. Fictie

🕔15:00, 25.apr 2019

Door de wereldwijde aanwezigheid van State Street Global Advisors kunnen onze portefeuillemanagers, handelaren en beleggingsstrategen sectorspecialisten zijn in hun geografische markt. Onze toegewijde Capital Markets teams hebben 24 uur per dag toegang tot wereldwijde obligatiemarkten met betere liquiditeit en kostenefficiënte*

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The Future of Bond Trading and Technology

The Future of Bond Trading and Technology

🕔15:03, 17.apr 2019

Welcome to the third edition of the Bond Compass. This global, quarterly report leverages analysis from State Street Global Markets showing bond flows and holdings indicators from Q1 2019, taken from a data set that represents $10 trillion1 of assets.

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Sector Dashboard

Sector Dashboard

🕔11:02, 12.apr 2019

Overview Equity markets surged back in the first quarter of 2019, but it was only towards the end that we saw investor confidence start to recover. The first move by investors was to defend their core equity positioning and consider

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In Search of Yield? Euro High Yield Could Be the Answer

In Search of Yield? Euro High Yield Could Be the Answer

🕔15:03, 10.apr 2019

Strategy Espresso The European high yield market has continued to rally following a challenging end to 2018. In this week’s Espresso we highlight some key reasons for the recovery and why we foresee continued near-term support for the asset class. In

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Real Interest in Real Estate

Real Interest in Real Estate

🕔17:02, 1.apr 2019

Investors Need Yield With both the US Federal Reserve and the ECB unlikely to raise interest rates in coming months, and the subsequent impact on government bond and money markets, investors are now desperately searching for their required income elsewhere.

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Accessing the Leading Growth Themes in Technology

Accessing the Leading Growth Themes in Technology

🕔15:02, 29.mrt 2019

Tech companies continue to innovate and disrupt. Exposure to secular growth trends makes the sector less reliant on economic growth. It can be hard to pick just one winner — investing in a basket of companies allows investors to diversify

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China Goes Global: CNY-Denominated Bonds to Enter Major Indices

China Goes Global: CNY-Denominated Bonds to Enter Major Indices

🕔11:02, 27.mrt 2019

Strategy Espresso Bloomberg has confirmed that it will add Chinese CNY-denominated bonds to the Global Aggregate, Global Treasury and Emerging Market Local Currency Government indices starting in April 2019. The announcement marks another milestone in opening up and attracting further investment

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Quality Eurozone Dividend Companies for the Late Cycle?

Quality Eurozone Dividend Companies for the Late Cycle?

🕔17:02, 18.mrt 2019

Strategy Espresso State Street Global Advisors forecasts that GDP growth in the eurozone will slow from 1.9% in 2018 to 1.6% through 2019.* Sure enough, economic data appears broadly positive and could continue to support earnings growth in equity markets. However,

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Smart Beta Dashboard

Smart Beta Dashboard

🕔17:02, 14.mrt 2019

Using Low Volatility Portfolios To Adjust Risk-Return Characteristics  Equity investors can fundamentally change the risk-return profile of their overall portfolio by moving some of the core equity allocation into a Low Volatility portfolio. Historically, blending an S&P 500 portfolio with

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Spdr Etfs Sector Dashboard

Spdr Etfs Sector Dashboard

🕔13:02, 8.mrt 2019

Overview Sector inflows are back! Renewed investor confidence has seen net buying of equities and sector ETFs since mid-February. This has included Technology which proved a good sentiment indicator last year. Our three SPDR Sector Picks led the performance returns in February on

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Searching for Alpha Consistency in Emerging Market Equities

Searching for Alpha Consistency in Emerging Market Equities

🕔11:03, 7.mrt 2019

Despite recent headwinds related to country-specific economies and trade wars, emerging markets continue to be a source of alpha for investors. The success of emerging markets in the past has been based on themes. The major theme for growth going

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Accessing Infrastructure with SPDR ETFs

Accessing Infrastructure with SPDR ETFs

🕔17:02, 25.feb 2019

Strategy Espresso Over the last decade, demand for infrastructure investments has increased dramatically. Following the Global Financial Crisis, investors have looked to better diversify their portfolios by increasing exposure to assets with low or negative correlation to broader equity markets. An allocation

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Understanding & Comparing Esg Terminology

Understanding & Comparing Esg Terminology

🕔15:02, 23.feb 2019

A Practical Framework for Identifying the ESG Strategy That Is Right for You According to a survey of 475 institutional investors titled “Performing for the Future,” more than half of institutions that have adopted environmental, social and governance (ESG) investing

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Harnessing ESG as an Alpha Source in Active Quantitative Equities

Harnessing ESG as an Alpha Source in Active Quantitative Equities

🕔15:02, 23.feb 2019

IQ insights At State Street Global Advisors (SSGA), we engage in environmental, social and governance investing (ESG) across a broad range of asset classes and investment styles. Approaches range from the screening of ESG themes to the full integration of

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With Uncertainty Ahead, is it Time for Low Vol Strategies?

With Uncertainty Ahead, is it Time for Low Vol Strategies?

🕔19:02, 19.feb 2019

Strategy Espresso While global growth is expected to slow in 2019, we feel that US equities are still the place to be due to relatively strong earnings and fairly robust economic data. However, investors should be cognisant of the volatility associated

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It’s Not Too Late to Join the Emerging Market Rebound

It’s Not Too Late to Join the Emerging Market Rebound

🕔19:02, 11.feb 2019

Strategy Espresso We have recently seen much more investor interest in emerging markets (EM), across currencies, fixed income and equities. The broad recovery in EM equities started towards the end of last year, and over the past three months they

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Sector Dashboard

Sector Dashboard

🕔17:02, 7.feb 2019

Equity markets had a positive start to the year, as hopes for further global economic growth, albeit at a slower pace, replaced fears of an abrupt end to the cycle. Sector performance in January reflected this shift, with the higher beta and more cyclical

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Zoek

Asset Allocation Consensus Juli

Evenementen

  1. IPFOS – Bestuurders Conferentie 2019

    september 5 @ 14:00 - 18:00
  2. Invesco & Schroders – Real Assets & Energy Transition

    september 10 @ 09:30 - 13:00
  3. Candriam – Sustainbale Investment Conference

    september 12 @ 13:30 - 20:30
  4. ACTIAM – ACTIAM Academy

    september 17 @ 09:30 - 13:00
  5. Markets Group – 3rd Benelux Institutional Forum

    september 26 @ 07:30 - 18:00

Twitter

Currencies: Us Dollar Bar For Us Fx Intervention Remains High -> https://t.co/2ny01nTS55 #currency #China #tradewar via @PictetWM @PictetAM_NL

Long-term Equity Investments under Solvency II -> https://t.co/MDJWukfKfB #solvency2 #equity #europeancommission via @DWS_Group

Blitzscale and Hope: Unicorns, IPOs and the Fear of Repeating the Late 1990s -> https://t.co/N6TXHvJWCS #unicorns #IPO via @epochinvest

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