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

Lees het volledige artikel
Market Charts Turning data into knowledge Second Quarter 2019

Market Charts Turning data into knowledge Second Quarter 2019

🕔13:03, 10.mei 2019

Contents 4–25 Economy 26–39 Equities 40–49 Fixed income 50–60 Real assets 61–72 Alternative investments 73–79 Currencies 80–100 Asset allocation

Lees het volledige artikel
Hedge Fund Industry Asset Flow Report

Hedge Fund Industry Asset Flow Report

🕔15:02, 24.apr 2019

Investors once again showed their dissatisfaction with underperforming products with elevated redemptions in March 2019. The outflows were enough to push Q1 into negative territory, which also made Q1 2019 the fourth consecutive quarter of redemptions for the industry. Despite

Lees het volledige artikel
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.

Lees het volledige artikel
Guide to the Markets

Guide to the Markets

🕔17:02, 10.apr 2019 Lees het volledige artikel
Fed pivot supports asset prices

Fed pivot supports asset prices

🕔13:02, 10.apr 2019

House View Q2 2019 According to the IMF, global growth was estimated to be 3.7 per cent in 2018, a similar rate of increase to that seen in 2017. When taken together, the past two years represent the strongest period

Lees het volledige artikel
Global Strategy Q2 2019

Global Strategy Q2 2019

🕔04:02, 4.apr 2019

Trade disputes and country-specific issues dampen the global growth outlook and lead to elevated volatility in financial markets. Central banks have postponed their expected rate hikes and safe haven investments are moreover benefiting from the threat of a hard Brexit.

Lees het volledige artikel
Guid to retirement

Guid to retirement

🕔13:03, 3.apr 2019 Lees het volledige artikel
2019 OUTLOOK for Frontier Markets

2019 OUTLOOK for Frontier Markets

🕔11:02, 27.mrt 2019

Frontier markets slumped in line with other non-dollar denominated markets in 2018; though outside of Argentina (which fell by -50%), frontier markets as a whole outperformed even the U.S. (see TABLE 1). Almost all of the positive contribution in 2018

Lees het volledige artikel
Monthly Investment Outlook

Monthly Investment Outlook

🕔11:03, 15.mrt 2019

Don’t fight the Fed The 2019 rally in global equities continued in February as signs of an impending resolution to the US-China trade war emerged and the US Federal Reserve continued its shift begun in January to more overtly dovish

Lees het volledige artikel
Nine Key Investment Themes for 2019

Nine Key Investment Themes for 2019

🕔02:14, 10.mrt 2019

2019’s Investment Regime Will Likely Be Influenced Early On by Two Major Factors Coming from Policy Circles While predicting the course of markets for the year ahead is always a nearly impossible task, it is likely to be particularly challenging

Lees het volledige artikel
Compass Q1

Compass Q1

🕔09:02, 5.mrt 2019

Review of 2018, Preview of 2019 If the experience of investors could be described in meteorological terms, 2018 would surely be represented by cold drizzle punctuated by infrequent, but fairly terrifying, thunderstorms. The reliably warm and nourishing sunshine of 2017

Lees het volledige artikel
Investment themes for 2019

Investment themes for 2019

🕔15:02, 2.mrt 2019

Global Intelligence Our look at the year ahead Macroeconomic update Private markets ESG investing Asian fixed income Global fixed income U.S. equity Global  

Lees het volledige artikel
Credit Suisse Global Investment Returns Yearbook 2019

Credit Suisse Global Investment Returns Yearbook 2019

🕔11:02, 1.mrt 2019

Summary Edition This report is a summary version of the full Credit Suisse Global Investment Returns Yearbook 2019, which is available in hardcopy only and contains four deep-dive chapters of analysis leveraging this unique dataset. The first chapter of the

Lees het volledige artikel
A year to prepare and react

A year to prepare and react

🕔13:02, 15.feb 2019

 2019 Outlook We see increasing value in bonds and cash, especially relative to equities. US government bond yields have risen significantly over the past 12 months and, contrary to popular opinion, our assessment is that they will not rise dramatically

Lees het volledige artikel
Global Tactical asset Allocation

Global Tactical asset Allocation

🕔11:02, 10.feb 2019

Managing risk is key in highly volatile markets Global growth should remain sustained in 2019, but it will offer rising disparities among countries and the cycle will be desynchronised across the main regions. Despite an apparent truce in US-China trade

Lees het volledige artikel
We see a mid-cycle slowdown, but upside on the horizon

We see a mid-cycle slowdown, but upside on the horizon

🕔11:02, 10.feb 2019

Q1 2019 | Capital Markets Outlook As the S&P 500 Index teetered on the verge of a bear market at year-end, we fielded numerous questions about the prospects for an impending recession. Our answer is that we do not expect

Lees het volledige artikel
Global Factor views 2019

Global Factor views 2019

🕔02:01, 9.feb 2019

Macroeconomic backdrop We believe that global macroeconomic growth will modestly decelerate in 2019. Against that backdrop, central banks are likely to tread much more cautiously along the path of monetary policy normalisation. We expect corporate earnings to expand more slowly

Lees het volledige artikel
2019 emerging market elections: The who’s who and the so what…

2019 emerging market elections: The who’s who and the so what…

🕔02:01, 8.feb 2019

Research & Strategy Insights As many democratic systems have emerged across developing countries, investors have had to be particularly vigilant around political events, such as presidential and general elections. In numerous emerging markets (EM), election years have historically coincided with

Lees het volledige artikel
The Global Investment Outlook

The Global Investment Outlook

🕔19:02, 25.jan 2019

Global economy decelerates as headwinds mount and tailwinds fade After enjoying solid and accelerating global growth in 2017 and the first half of 2018, momentum has waned and we expect this trend to continue into 2019. Financial conditions have worsened

Lees het volledige artikel
Kick-off 2019 with courage and discipline

Kick-off 2019 with courage and discipline

🕔19:02, 25.jan 2019

Global Investment Views Kick-off 2019 with courage and discipline After a tough December, which led to an abrupt valuation reset, risk assets rebounded in the first weeks of the year, boosted by a market-sympathetic turn in Fed rhetoric and an

Lees het volledige artikel
A very challenging 2019 ahead

A very challenging 2019 ahead

🕔19:02, 25.jan 2019

Outlooks & Conviction Central bank liquidity should continue to contract but much less markedly as most of the ground was covered in 2018. Elsewhere, we expect the Fed to continue raising rates, but its new optionality now makes it less

Lees het volledige artikel
Three Investment Themes for 2019

Three Investment Themes for 2019

🕔14:04, 25.jan 2019

Maintaining flexibility, being currency aware and searching out pockets of values are themes for 2019. PIMCO’s European wealth management team recently met to discuss the state of markets and our outlook for intermediary clients in Europe. Drawing on a survey

Lees het volledige artikel
Global Macro Outlook January 2019

Global Macro Outlook January 2019

🕔14:05, 24.jan 2019

Key Forecast Trends  When 2018 began, the global economy was in a cyclical sweet spot. But gathering headwinds—including those caused by debt, demographic trends and populism—changed that, leading to slower growth and poor risk-asset returns. Investors who expected last year

Lees het volledige artikel
Beleggingsexperts delen hun voornemens voor 2019

Beleggingsexperts delen hun voornemens voor 2019

🕔16:04, 21.jan 2019

Investment View In 2018 zagen we in bijna alle beleggingscategorieën het rendement dalen en de volatiliteit het gehele jaar door toenemen, met name als gevolg van politieke gebeurtenissen wereldwijd. Gezien de goedkopere waarderingen en onze constructieve vooruitzichten voor de handelsspanningen

Lees het volledige artikel

Zoek

Asset Allocation Consensus Augustus

Evenementen

  1. 3de nazomer ETF BBQ

    september 4 @ 17:00 - 21:00
  2. IPFOS – Bestuurders Conferentie 2019

    september 5 @ 14:00 - 18:00
  3. BASEL IV, Uitdagingen in de Praktijk

    september 5 @ 15:30 - 19:00
  4. Invesco & Schroders – Real Assets & Energy Transition

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

    september 12 @ 13:30 - 20:30

Twitter

Sign up on #OpinioPro to read all the latest research on #AssetAllocation, #FixedIncome and so much more! Click here: https://t.co/90NYM4HBVh

Columbia Threadneedle writes: "Core #governmentbond #yields continued their lurch lower as volatility remained elevated, driven by further escalation in trade rhetoric and..." - Read the whole article here: https://t.co/65rGTbksaz #assetallocation

Sign up on #OpinioPro to read all the latest research on #AssetAllocation, #Equities, ESG and so much more! Click here: https://t.co/90NYM4HBVh

Load More...

Zoek op datum

augustus 2019
M D W D V Z Z
« jul    
 1234
567891011
12131415161718
19202122232425
262728293031