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Te duur wanbetalingsrisico biedt kansen voor obligaties uit opkomende landen

Te duur wanbetalingsrisico biedt kansen voor obligaties uit opkomende landen

🕔14:29, 9.Dec 2022

Obligaties uit opkomende markten werden getroffen door inflatie, renterisico's, een stijgende dollar en geopolitieke spanningen. Maar de bezorgdheid over wanbetaling is overdreven. Beleggers in obligaties uit opkomende markten hebben zelden te maken gehad met een meer complexe economische en geopolitieke

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The case for investment grade corporate bonds

The case for investment grade corporate bonds

🕔10:58, 9.Dec 2022

Key takeaways Investment grade corporate bonds could play a vital role in terms of adding balance and resilience as part of a core fixed income allocation within a balanced portfolio. The asset class has provided an attractive alternative to developed

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Building Asymmetry in Portfolios

Building Asymmetry in Portfolios

🕔08:22, 9.Dec 2022

Monthly Investment Outlook: Global activity slowed down in late December and should remain moderate in Q1-22. The Omicron impact was limited to a few services, but disruption remained in place in …

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Duurzaam beleggen in de gezondheidszorg

Duurzaam beleggen in de gezondheidszorg

🕔14:02, 7.Dec 2022

Waarom de particuliere gezondheidszorgsector beleggers de mogelijkheid biedt om aantrekkelijke rendementen te behalen en het 'sociale' aspect van ESG aan te pakken. Bij duurzaam beleggen wordt de 'S' in ESG vaak verwaarloosd. De aandacht van beleggers wordt meestal getrokken door

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Investing in the fight against a worsening obesity epidemic

Investing in the fight against a worsening obesity epidemic

🕔15:40, 6.Dec 2022

Obesity has quickly reached global epidemic proportions over recent years with levels close to tripling since 1975. Despite the hugely detrimental impact this is having on people’s health and growing burden on healthcare systems around the world, however, medical intervention

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Is there a cure for current weakness in Chinese health care stocks?

Is there a cure for current weakness in Chinese health care stocks?

🕔10:00, 6.Dec 2022

Health care has been the worst-returning sector in China since the peak of the market last year. Behind this decline has been geopolitical tensions, macroeconomic risks and domestic policy. Long term, the outlook is still encouraging, however, with demographics supporting

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Alternative Investment Solutions: Quarterly Strategy Review and Outlook

Alternative Investment Solutions: Quarterly Strategy Review and Outlook

🕔16:42, 2.Dec 2022

During Q3 2022, global markets continued to fall across the board, from equities, to bonds and commodities. No region, sector or style was immune to it. After a relief rally in July, equities fell, and bond yields rose as inflation

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Aanpak biodiversiteitsverlies: de gevolgen voor de beleggingswereld

Aanpak biodiversiteitsverlies: de gevolgen voor de beleggingswereld

🕔12:40, 2.Dec 2022

Het verlies aan biodiversiteit vormt een minstens even grote bedreiging voor de leefbaarheid van de aarde als klimaatverandering. De wijze waarop het probleem wordt aangepakt, heeft grote gevolgen voor de beleggingswereld. In Nederland is de uitstoot van broeikasgassen in het

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Recession watch: triggers, outlook and what next for central banks

Recession watch: triggers, outlook and what next for central banks

🕔10:05, 2.Dec 2022

While recession risk is clearly elevated around the world, they are notoriously hard to predict with any accuracy, in terms of timing, duration or impact. Rather than forecasting exactly when global markets might fall into recession this time, the following

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Quick take: Austerity deferred in the UK

Quick take: Austerity deferred in the UK

🕔08:28, 30.Nov 2022

It is hard to believe but just under eight weeks ago, Kwasi Kwarteng, then UK chancellor, announced his ‘growth plan’ comprising the Truss government’s energy price guarantee and large tax cuts. At the time, I described the announcement as radical

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Clean hydrogen: Opportunities beyond the hype

Clean hydrogen: Opportunities beyond the hype

🕔12:36, 29.Nov 2022

Hydrogen can be used as a carrier of energy, and as an input into chemical and industrial processes. Clean hydrogen is, therefore, a crucial decarbonisation tool for a range of industrial activities including steel, aluminium, iron and chemical production. We

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Obligatiebeleggers en de verleidingen van de Costanza-regel

Obligatiebeleggers en de verleidingen van de Costanza-regel

🕔14:37, 25.Nov 2022

Moeten wereldwijde obligatiebeleggers, na een moeilijk begin van het jaar, George Costanza van Seinfeld volgen en tegen hun instinct in handelen? Voor obligatiebeleggers zijn het ongelooflijk moeilijke maanden geweest. Er was geen plaats om zich te verbergen, aangezien de meeste

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The end of an era

The end of an era

🕔12:55, 25.Nov 2022

Monthly Investment Outlook: With the September swoon in risk assets, markets have simply moved to unprice the optimism built up over the summer about the prospects of a pause in Fed tightening …  

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Why research is so critical when it comes to investing in China

Why research is so critical when it comes to investing in China

🕔10:15, 25.Nov 2022

Key takeaways  Chinese equities have had a volatile 2022 so far as the country has had to navigate COVID-19 restrictions, property debt concerns and supply chain constraints among many other headwinds China is becoming an increasingly selective market that requires

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Duurzaam beleggen in de gezondheidszorg

Duurzaam beleggen in de gezondheidszorg

🕔16:28, 24.Nov 2022

Waarom de particuliere gezondheidszorgsector beleggers de mogelijkheid biedt om aantrekkelijke rendementen te behalen en het 'sociale' aspect van ESG aan te pakken. Bij duurzaam beleggen wordt de 'S' in ESG vaak verwaarloosd. De aandacht van beleggers wordt meestal getrokken door

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Dividends: Building resilience in a new market reality

Dividends: Building resilience in a new market reality

🕔14:58, 23.Nov 2022

The market pivot away from growth stocks over the past year has brought the dividend component of total stock returns back into focus. Dividend-payers in the S&P 500 Index have outpaced the broader market by a significant margin over the

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Investing in biodiversity – Why and How

Investing in biodiversity – Why and How

🕔10:32, 23.Nov 2022

A decline in the ecosystem services that nature provides will initially pose a direct physical risk to businesses as harvests become more unreliable, weather patterns change and pollinators no longer support agriculture. The risk is both event-driven, e.g. flooding or

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Biodiversiteit: waarom beleggers hieraan aandacht moeten besteden

Biodiversiteit: waarom beleggers hieraan aandacht moeten besteden

🕔15:51, 22.Nov 2022

Bedrijven en beleggers hebben te lang hun ogen gesloten voor de bedreiging die biodiversiteitsverlies met zich meebrengt voor de welvaart en groei voor de mensheid. Ze moeten nu de natuur herstellen en de economie duurzamer maken. In de afgelopen 30

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Clean hydrogen: Opportunities beyond the hype

Clean hydrogen: Opportunities beyond the hype

🕔14:26, 22.Nov 2022

Hydrogen can be used as a carrier of energy, and as an input into chemical and industrial processes. Clean hydrogen is, therefore, a crucial decarbonisation tool for a range of industrial activities including steel, aluminium, iron and chemical production. We

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Biodiversity – Why investors should care

Biodiversity – Why investors should care

🕔08:20, 22.Nov 2022

The past 30 years have seen a bigger improvement in human prosperity than all of the past centuries combined. We have built more roads, buildings and machines than ever before. More people are living longer and healthier lives and access

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Flexible fixed income: The pursuit of consistent income streams

Flexible fixed income: The pursuit of consistent income streams

🕔15:56, 21.Nov 2022

Generating income is a key role of fixed income. For investors, the durability of income streams becomes more important amid heightened volatility in both equity and bond markets. Capital Group portfolio manager Damien McCann provides context around …

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Obligaties lonken

Obligaties lonken

🕔10:51, 21.Nov 2022

De reële rendementen zijn in alle klassen van vastrentende waarden sterk gestegen. Dat schept voor beleggers kansen die we al jaren niet meer gezien hebben. Vastrentende waarden maken een heropleving door. Beleggers worden steeds vaker vergoed voor risico's – en

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Why Invest in Emerging Markets with Impact Investing now

Why Invest in Emerging Markets with Impact Investing now

🕔14:18, 18.Nov 2022

-Emerging market (EM) stocks are trading at attractive valuations vs. developed market (DM) stocks -For a similar level of inflation between EM and DM, a higher level of growth is expected in EM -A China rebound should …

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De gezondheidscrisis heeft de investeringsmogelijkheden in security vertienvoudigd

De gezondheidscrisis heeft de investeringsmogelijkheden in security vertienvoudigd

🕔12:45, 18.Nov 2022

Ondernemingen die beveiligingsproblemen aanpakken, bieden aantrekkelijke lange-termijnopportuniteiten voor beleggers. Daarvan is Anjali Bastianpillai, Senior Product Specialist van de Securitystrategie bij Pictet Asset Management, stellig overtuigd: ‘Je veilig voelen is een menselijke basisbehoefte. Of het nu gaat om bescherming tegen cyberaanvallen,

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Vastgoed, maar dan met toegevoegde waarde

Vastgoed, maar dan met toegevoegde waarde

🕔10:58, 18.Nov 2022

Beleggen in Europees vastgoed met toegevoegde waarde in een tijd van volatiele activaprijzen, stijgende rentes en vertragende economische groei. Beleggers beleven een periode van verhoogde marktvolatiliteit. Niemand weet precies waar de activaprijzen naartoe gaan – of het nu gaat om

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Megatrends: van stimulansen voor seculaire groei tot beleggingsthema’s

Megatrends: van stimulansen voor seculaire groei tot beleggingsthema’s

🕔10:39, 18.Nov 2022

Megatrends zijn een groep krachtige sociale, demografische, milieu- en technologische krachten die onze wereld veranderen. Lees hoe ze de groei op lange termijn achter beleggingsthema's stimuleren. Thematisch beleggen in seculaire groei Een belangrijk kenmerk van thematisch beleggen in aandelen bij

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Aanpassing aan de klimaatverandering: hoe leven op een warmere planeet

Aanpassing aan de klimaatverandering: hoe leven op een warmere planeet

🕔10:15, 18.Nov 2022

Naarmate de opwarming van de aarde voortduurt, moeten steden zich aanpassen aan een frequenter voorkomen van dodelijke hittegolven en moeten ze investeren in nieuwe technologieën en innovatie. Madrid en Miami worden vaak tot de beste steden ter wereld om in

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Duurzaamheid blijft belangrijk in opkomende obligatiemarkten

Duurzaamheid blijft belangrijk in opkomende obligatiemarkten

🕔08:40, 18.Nov 2022

In een verder ongunstige omgeving voor obligatieemittenten en -beleggers ziet de toekomst voor obligaties uit opkomende markten er zonder twijfel groen uit. Stijgende wereldwijde rentes en volatiele markten hebben zwaar gewogen op zowel het aanbod van als de vraag naar

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ESG Global Study: Chapter 2

ESG Global Study: Chapter 2

🕔08:21, 18.Nov 2022

Investors looking to access a broad range of ESG themes are therefore tasked with buying several singlethematic or narrowly focused funds. This underscores the need for all-inone, fully diversified solutions that target a wide array of sustainable goals through one

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Krachtige trends drijven private equityinvesteringen in gezondheid

Krachtige trends drijven private equityinvesteringen in gezondheid

🕔07:53, 18.Nov 2022

Aan de basis van private equity beleggingen in het thema gezondheid staan krachtige macrotrends, zoals vergrijzing en het ‘consumentisme’ van de gezondheidszorg. De private equitymarkt is snel volwassen geworden en in omvang verdrievoudigd in het afgelopen decennium: van 2.000 miljard

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Brazil presidential election outcome

Brazil presidential election outcome

🕔16:36, 16.Nov 2022

Below are some takeaways by Capital Group’s emerging market sovereign debt analyst Thomas Kontchou on important economic and policy considerations given the leftist candidate Luiz Inácio Lula da Silva’s victory in Brazil’s presidential election.

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ESG in de Praktijk Mary-Therese Barton over het engagement met soevereine kredietnemers uit opkomende markten

ESG in de Praktijk Mary-Therese Barton over het engagement met soevereine kredietnemers uit opkomende markten

🕔14:28, 16.Nov 2022

Praten over thema's als onderwijs of gezondheidszorg met overheden maakt deel uit van onze fiduciaire plicht – en helpt ons een holistische visie te vormen op de landen waarin we beleggen, zegt Mary-Therese Barton, Head of Emerging Market Debt.

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Barometer: Donkere wolken aan de hemel

Barometer: Donkere wolken aan de hemel

🕔16:44, 15.Nov 2022

De vooruitzichten voor risicovollere activaklassen zien er minder goed uit omdat renteverhogingen de economische groei wereldwijd blijven afremmen. De vooruitzichten voor de wereldeconomie worden slechter. Naarmate de centrale banken de rente verhogen om de inflatie te bestrijden, zal niet alleen

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Five key outcomes from the 20th Chinese Communist Party Congress

Five key outcomes from the 20th Chinese Communist Party Congress

🕔09:42, 15.Nov 2022

With the book now closed on the 20th Congress of the Chinese Communist Party (CCP), market watchers are busy analysing the various personnel and policy developments as they try to plot the next five years and beyond for …

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Fixed income markets: when short term pain can bring long term gains

Fixed income markets: when short term pain can bring long term gains

🕔10:09, 14.Nov 2022

2022 has not been a great time for bonds. Year-to-date, the Bloomberg Global Aggregate Index and Bloomberg US Treasury Index returned-20% and -13%, respectively. 1 Meanwhile,risky asset classesalso sold off significantly, whichhas led to many investors questioningthe role of bonds

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Quarterly macro and market insights

Quarterly macro and market insights

🕔14:18, 12.Nov 2022

Sharp shifts in expectations for central bank policy and the resultant market volatility underscore the challenges facing investors. The third quarter featured a tale of two halves: An initial rally across markets turned into a selloff. Hopes for less restrictive

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Navigating dark clouds across emerging markets debt

Navigating dark clouds across emerging markets debt

🕔08:23, 12.Nov 2022

It has been an unrelenting year of negative headlines, with a war in Ukraine, inflation concerns and recession fears jolting investors into a frenzy. Capital Group Investment Director David Cheng sat down with Portfolio Manager Luis Freitas de Oliveira to

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Emerging market debt: an active approach

Emerging market debt: an active approach

🕔08:20, 12.Nov 2022

Emerging market debt (EMD) has already broadened and deepened significantly in the last few decades and as the asset class has developed, it has become more appealing to a broader investor base. Issuance has increased, thereby improving liquidity. Yield curves

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Is there a cure for current weakness in Chinese health care stocks?

Is there a cure for current weakness in Chinese health care stocks?

🕔06:18, 12.Nov 2022

As difficult as Chinese equities have been over the past year, weakness in the health care sector has been notable. While President Biden’s announcement of a plan to boost US biomanufacturing sent shares of Chinese health care companies tumbling over

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Duurzaamheid blijft belangrijk in opkomende obligatiemarkten

Duurzaamheid blijft belangrijk in opkomende obligatiemarkten

🕔12:06, 11.Nov 2022

In een verder ongunstige omgeving voor obligatieemittenten en -beleggers ziet de toekomst voor obligaties uit opkomende markten er zonder twijfel groen uit. Stijgende wereldwijde rentes en volatiele markten hebben zwaar gewogen op zowel het aanbod van als de vraag naar

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The meaning of positive nutrition

The meaning of positive nutrition

🕔11:08, 11.Nov 2022

In this report, we explore the meaning of positive nutrition, how achievable global nutritional goals are and, ultimately, how we invest in nutrition that is positive for people and planet. When we examine the nutrition theme, it is evident that

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Why research is so critical when it comes to investing in China

Why research is so critical when it comes to investing in China

🕔10:27, 11.Nov 2022

Key takeaways Chinese equities have had a volatile 2022 so far as the country has had to navigate COVID-19 restrictions, property debt concerns and supply chain constraints among many other headwinds China is becoming an increasingly selective market that requires

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Quick take: Britannia unhinged

Quick take: Britannia unhinged

🕔12:42, 9.Nov 2022

Liz Truss’s defenestration last week exposed deep divisions over economic policy within the UK government and Conservative party. In winning the general election in 2019, Boris Johnson concealed these divisions by promising both higher public spending to his new voters

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Bedrijfsobligaties uit opkomende markten beginnen te schitteren

Bedrijfsobligaties uit opkomende markten beginnen te schitteren

🕔08:47, 8.Nov 2022

Obligaties uit opkomende markten bieden enkele van de aantrekkelijkste rendementen ten opzichte van risico sinds vele jaren, vooral in het licht van de sterke fundamentals van bedrijven en de economie. Professionele beleggers zeggen al lachend dat het VK een opkomende

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Hard and local currency bonds provide different routes to returns

Hard and local currency bonds provide different routes to returns

🕔14:27, 5.Nov 2022

Emerging market (EM) bonds are a strategic holding for many investors. But the desired result from an allocation to emerging market debt cannot be achieved without first considering the attributes of hard- and local currency-denominated bonds — the two broad

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How long might the dollar rally last?

How long might the dollar rally last?

🕔12:06, 5.Nov 2022

A rapid shift in the outlook for the global economy – punctuated by soaring inflation, Europe’s deepening woes and increasing fears of a worldwide recession – is having an enormous impact on currency markets. The US dollar has continued to climb

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Yields attractive, though headwinds to growth loom

Yields attractive, though headwinds to growth loom

🕔08:31, 2.Nov 2022

Quarterly macro and market insights: Sharp shifts in expectations for central bank policy and the resultant market volatility underscore the challenges facing investors. The third quarter featured a tale of two halves: An initial rally across markets turned into a

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Global Fixed Income Update – October 2022

Global Fixed Income Update – October 2022

🕔12:57, 31.Oct 2022

Growth is slowing but not collapsing. Elevated inflation is squeezing household incomes, confidence and spending, leading to a slowdown in economic activity as illustrated in Figure 1. Recently, weaker activity has been registered in both the manufacturing and service sectors,

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Quick take: Britannia unhinged

Quick take: Britannia unhinged

🕔10:00, 31.Oct 2022

Liz Truss’s defenestration last week exposed deep divisions over economic policy within the UK government and Conservative party. In winning the general election in 2019, Boris Johnson concealed these divisions by promising both higher public spending to his new voters

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Biodiversity Restoration

Biodiversity Restoration

🕔13:41, 29.Oct 2022

The business case for investing in biodiversity is strong: Awareness of the biodiversity investment opportunity is where climate change was 5–10 years ago, but it is catching up rapidly. USD 44 trillion worth of the economic value generated each year

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