Het internetgebruik en daarmee de data die we up en downloaden neemt alleen maar toe. Hiermee neemt ook de vraag toe naar een gespecialiseerd type vastgoed: het datacenter. Alleen al in Europa zal de datacentermarkt in de periode 2020-2024 jaarlijks
De COVID-19 pandemie had een diepgaand en onmiddellijk effect op de wereldwijde aandelenmarkten. De wereldwijde beurzen daalden in februari en maart 2020 fors. Maar na de enorme fiscale en monetaire stimuleringsmaatregelen van regeringen en steun van centrale banken, stortten beleggers
China is de op één na grootste obligatiemarkt ter wereld. Met een omvang van 15 duizend miljard dollar moet het alleen de VS achter zich laten. Naar verwachting zal deze markt nog verder groeien nu Chinese staatsobligaties wereldwijd worden erkend
In April T. Rowe Price published an article named “Why ESG Factors Matter in Asia Credit Investing”. In the article, they discuss the upcoming importance of ESG factors when looking at Asian credit. T. Rowe Price expects that the ESG
In het afgelopen decennium heeft multifactorbeleggen in bedrijfsobligaties een belangrijke ontwikkeling doorgemaakt. Dankzij toegang tot betere datasets en een uitgebreide hoeveelheid onderzoek hebben beheerders de lat aanzienlijk hoger kunnen leggen. Beleggers hebben nu toegang tot robuuste, op factoren gebaseerde
De verkiezing van Joe Biden in de VS en Covid-19 zijn de katalysatoren die ervoor zorgen dat de ESG én rendementsbewuste belegger de komende jaren volop aan haar trekken zal komen. Binnen de sectoren “Schone Energie” en “Duurzame Voedselindustrie” zullen er zich volop interessante belegging mogelijkheden voor gaan doen.
First, we look at a recent publication from GMO named “The duration of value and growth”. Here they look at the comparison between bond duration and value and growth. The advancement of the coronavirus in the market has reinforced the idea that value stocks are ‘short duration’. This means that whenever bond yields rise …
In a recent publication by Janus Henderson they ask the question if the recent rise in rates is sustainable. They state that the recent rise in rates has made a couple things clear, namely: The recent rise is undoing the even faster decline from last year and secondly that the initial …
Taking a look at #Energy – Research Highlights In February, UBP published an article named “Why renewable energy has come of age in 2020”. In this article, UBP tries to discover the reason for the huge outperformance for the renewable
In een reeks artikelen de afgelopen maanden schetst Pictet Asset Management een beeld over Emerging Market Debt waaruit blijkt hoe aantrekkelijk en uitdagend deze beleggingscategorie kan zijn. Aantrekkelijk vanwege het te verwachten rendement, uitdagend omdat naast de reguliere selectie van titels langetermijnfactoren als klimaatverandering een centrale rol gaan spelen in het beleggingsbeleid.
Vorig jaar was beurstechnisch een meer dan uitstekend jaar voor bedrijven in de “Environmental Solutions” sector. Als proxy voor deze bedrijven kan de iShares Global Clean Energy ETF (rhs) worden genomen die in 2020 de Nasdaq met …
During the week of 15 of March, the bitcoin is nearing a new record high of 60.000 U.S. dollar. This unprecedented rise in price begs to wonder, what do institutional investors think about Bitcoin. In this article some of the opinions of institutional investors on bitcoin and cryptocurrencies in general will be shared.
In a recent publication by DWS, forecasts are made for 10-year returns on ESG indices. These capital market assumptions are made to assist investors in constructing strategic long-term portfolios that keep in mind the traditional financial metrics and ESG impact metrics. The construction of the forecasts is done incorporating the …
In the week of 22 February the 10-year Treasury yield jumped to its highest level since 14 February 2020 of 1.614%. This unexpected increase in yields makes us wonder what the institutional outlook is for rates and treasuries.
This month, BNP Paribas Asset Management treated us with their monthly asset allocation report that discussed key market drivers such as expectations for additional fiscal stimulus in the US. BNP Paribas AM is in their own words ‘’cautiously optimistic’’ because they argue that looking
Volgens BNP Paribas Asset Management zijn er volop redenen om te veronderstellen dat de Chinese aandelenmarkt de plek is om lange termijn alpha te behalen.
With the S&P 500 already gaining around 4.27% year-to-date while COVID-19 still lingers through the western world and the U.S. economy shrunk by 3.5% in 2020, it is time to look at the future of equities.
Columbia Threadneedle Investments provides readers with an in-depth discussion of fixed income assets. One important takeaway is the Biden presidency causing rising inflation expectations.
OpinioPro readers found the BNP Paribas AM article the most interesting this week. The article discusses how the switch of many economies ‘’from a depletive to a sustainable model created a wide range of investment opportunities in many areas including water’’. The three main water-related investing …
In the 2020 US election, Joe Biden won and that put a Democrat in the White House. What does a Democrat win mean for investors? And what do asset managers think the implications will be?
A lot of OpinioPro readers gave the financial long-term outlook of Capital Group a good look. The key takeways from what Capital Group is expecting from the future is that economic growth is making a comeback whilst the current low interest rates can help investors move to the equity markets instead of other asset classes. What definitely makes this article worth reading is the very informative COVID winners and losers section it provides.
Covid-19 has exposed a lot of societal issues, be it job security or workplace safety, however the social aspect of ESG remains one of the least explored by investors today. Speaking to Citywire Selector, BNP Paribas Asset Management’s Jane Ambachtsheer, global head of sustainability, and Adam Kanzer, head of stewardship Americas, said lots …
De S in ESG even belangrijk als de E en G Covid-19 heeft vele gevolgen. Eén ervan is dat er meer aandacht is bij beleggers voor het sociale aspect in bedrijven. Uit een enquête van BNP Paribas Asset Management medio
#HighYield On the 4th of January, Columbia Threadneedle Investments published a new edition of their monthly report “In Credit”, this time titled as: “Here we go again”. Speaking about High Yield, Columbia Threadneedle states that technical values remain positive
#EmergingMarketDebt In December of 2020, Capital Group published an outlook for emerging market debt. In this paper the global macro environment and the development of the pandemic are pointed to as the drivers for the returns of emerging market debt
The end of a chapter! Interested in learning what caught the eye of our readers in the past few weeks? Then look no further because this article will discuss the four best read articles of our site. As we are
#ESG “Joe Biden could bring Paris climate goals within striking distance” was the headline of a recent article posted by the Guardian. With the recent election of Joe Biden as the new president of the United States, global heating could
De presentatie van de BNP Paribas AM Outlook 2021 staat model voor de wereld waarin wij ons momenteel bevinden. De drie presentatoren bevonden zich op drie verschillende locaties, het publiek, waarvan ik er één was, thuis, op kantoor of waar
#48 + #49 Before we look at the past two weeks, let’s take a quick look at upcoming webinars. Tomorrow, T. Rowe Price hosts an outlook webinar “Global Market Outlook: Managing to the Other Side” (9 December, 5 pm CEST).
#RealEstate With house prices in the United States growing 8% year-over-year in August it seems like the COVID-19 crisis does not impact house prices. On the other hand, the demand for commercial real estate seems to deteriorate with the growth
De redactie van OpinioPro maakte het onderstaande verslag van de BNP Paribas AM Outlook 2021. The Great Instability. Dit jaar (2020) maken we niet één maar drie crises tegelijkertijd door. Een gezondheids-, economische- en klimaatcrisis. De instabiliteit die dit tot
#Japan In September, Japan elected a new leader of the country. Yoshihide Suga replaced Shinzo Abe, the longest prime minister the country ever had. With the TOPIX gaining 7.84% from the 30th of October till the 13th of November the
#47 Tomorrow our event calendar is filled with five webinars! If you have spare time tomorrow, don’t miss out on an interesting session. Furthermore, next week December starts and this month has lots of interesting webinars as well. For example,
#45 November is filled with webinars. This week, you’ve got a lot to choose from. On Wednesday, Capital Group hosts a webinar “Are disruptors the next generation of defensive stocks?” and T. Rowe Price hosts a webinar “US Election 2020
#44 This week is filled with interesting webinars and, of course, coming Thursday is the busiest day of the week! On Wednesday, Pictet AM hosts a webinar “Pictet AM goes USA: Morning After Talks“. On Thursday BNP Paribas AM hosts
#43 Before two interesting research papers are higlighted, we’d like to suggest two interesting webinars that are held this week. Tomorrow, 27 October, T. Rowe Price hosts a webinar called ‘Beleggen in Chinese aandelen‘. This Thursday, 29 October, Aegon AM
#42 In October, there is no lack of webinars. This week our event calendar includes 11 webinars! For example, on Tuesday 20 October, KraneShares hosts a Virtual Conference called “The Next Chapter for China” and on Thursday 22 October, T.
#41 This week a lot of webinars are being held. For example on Tuesday 13 October Jupiter AM hosts a webinar called “Income: it’s time to think creatively” and on Thursday 15 October T. Rowe Price hosts a webinar called
#40 Before we show you research-highlights of this week, let’s see what webinars you do not want to miss! On Wednesday 7 October, T. Rowe Price hosts a webinar called “What will a new era bring for Japan” and BNP
#39 September is a busy month for webinar-watchers! A lot of subjects are discussed, for example “Modern Monetary Theory” or “Small Caps“. A lot of research was posted last week and in this blogpost we will highlight a few we
#38 September is filled with interesting webinars – have you checked out our event calendar yet? For example, next week Fidelity hosts a webinar on every weekday. On Monday, they will discuss “The rise of Asia“. Furthermore, on Wednesday Principal
#37 Next week, a lot of webinars are coming up. For example, on Tuesday Jupiter AM hosts a webinar about “The Great Inflation Debate“, on Wednesday UBP hosts a webinar on “Small Caps Specialties” and on Thursday Krane Shares hosts
#36 It was a bit quiet in webinar-world the past month, but this month our calendar is quite busy again. For example, next week Capital Group hosts a webinar called “10 investment themes for the next 10 years“. The week
August In this blogpost, we will update you on our monthly best-reads and longest-reads. If you follow our weekly blogposts, you know the best read research articles on a weekly basis. In this monthly overview, we provide you with a
#35 Another week has passed and in this blogpost you can find the best read research on OpinioPro. Next week, a few interesting webinars are held. For example, VanEck hosts a webinar called “Moat investing in uncertain markets” on Wednesday
#34 The holidays are coming to an end and you might have to catch up on research. Hereby a quick overview of the best read research on OpinioPro this last week. A variety of topics is addressed – you can
#33 After a very warm week, rain has finally come. This week we’ve got a few very different best read research articles for you. Fifth place is taken by “There Is No Planet B” by Columbia Threadneedle Investments: “Pandemic, No
July In this blogpost, we will update you on our monthly best-reads and longest-reads. If you follow our weekly blogposts, you know the best read research articles on a weekly basis. In this monthly overview, we provide you with a
#32 The temperature in the Netherlands is going to be very high coming weekend. Therefore, please find our Top Five of week #32 right here, so you have something to read while drinking something cool! The monthly Global Investment Views
#29 While the weather is not as sunny as could be in The Netherlands, it is still summer. Summertime means holiday-time, but still a lot of research is read on OpinioPro! Summertime means a little less webinars, but that leaves
