Strategies that benefit from volatility

Strategies that benefit from volatility

🕔08:48, 14.aug 2019

With fresh memories of 2018’s market correction, and valuations looking stretched, Asian investors are looking for sophisticated strategies fit for all market conditions. Financial markets have proved unpredictable so far in 2019. While the fog of US/China trade frictions have

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Weekly Economic Commentary

Weekly Economic Commentary

🕔07:00, 4.jul 2019

Weekly Economic Commentary I know this will sound un-American, especially around Independence Day. But I have enjoyed following the Cricket World Cup. Think baseball, but with only two bases, no foul territory and no seventh-inning stretch. (There are, however, drink

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Asian Fixed Income Guide

Asian Fixed Income Guide

🕔13:02, 4.jun 2019

Asia ex Japan’s economy has been growing steadily and remains one of the fastest growing major regions in the world. The region is expected to grow at 5.7% in 2019, while G7 economies will grow at just around 1.6%. Asia’s

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Monthly update on Indian markets

Monthly update on Indian markets

🕔04:09, 4.jun 2019

India insights Indian equities outperformed emerging markets by 8.2% in USD terms in May, fueled largely by anticipation of a favourable outcome in the election We expect the RBI to cut rates in 1HFY2020, with the rate cut possibly coming

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Infrastructure debt Insurance regulations in Asia

Infrastructure debt Insurance regulations in Asia

🕔05:00, 30.mei 2019

Across Asia, new risk-based insurance regulations are in various stages of development. From experience in Europe, we know that implementation of these new rules could have a profound impact on insurers’ investment strategy. In the fast-growing Asian insurance market, a

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Private equity in Asia, driven by China and India, presents investors with an unparalleled investment opportunity

Private equity in Asia, driven by China and India, presents investors with an unparalleled investment opportunity

🕔11:02, 3.mei 2019

The 21st century belongs to Asia, and China and India in particular. The region’s economies are undergoing a dramatic transformation, powered by technological prowess and the 4-Ms which characterise Asian consumers: millennial, middle-class, metropolitan and mobile-enabled. Nowhere else can match

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Finding Opportunities in Investment‑Grade Credit

Finding Opportunities in Investment‑Grade Credit

🕔13:02, 1.mei 2019

With corporate fundamentals weakening, security selection is key With corporate fundamentals generally weakening as global economic growth slows, the opportunity to generate gains through broad allocations to investment‑grade corporate bonds has diminished. We think that short‑maturity Asian investment‑grade corporates denominated

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Tracking Asian exports

Tracking Asian exports

🕔03:01, 18.apr 2019

Research & Strategy Insights Asia’s exports have witnessed rapid expansion over the past decades. Its share in world exports went from below 5% to the current 23%, second only to the Eurozone. Asia’s trade is not only important in a

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Asia Watch: Elections near, headwinds are ebbing

Asia Watch: Elections near, headwinds are ebbing

🕔13:02, 16.apr 2019

Regional growth has slowed in recent quarters, … After reaching cyclical highs of 6.4% yoy in H1-2018, regional growth in Asia ex Japan slowed materially in H2-2018. Our GDP-weighted regional growth tracker slowed to 6.0% yoy in Q3-2018 and to

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Asia Watch: Elections near, headwinds are ebbing

Asia Watch: Elections near, headwinds are ebbing

🕔13:02, 16.apr 2019

Regional growth has slowed in recent quarters, … After reaching cyclical highs of 6.4% yoy in H1-2018, regional growth in Asia ex Japan slowed materially in H2-2018. Our GDP-weighted regional growth tracker slowed to 6.0% yoy in Q3-2018 and to

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ASEAN Outlook: Slower Momentum

ASEAN Outlook: Slower Momentum

🕔17:02, 7.mrt 2019

The Southeast Asia economy has enjoyed a solid run in the last two years with GDP growth of 5.2% in 2017 and 2018. This followed a 4.6% average annual pace in the three years to 2016 and was just a

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Asia Market Outlook 2019

Asia Market Outlook 2019

🕔14:04, 18.jan 2019

Recovery, Rebalancing and Rotation Last year was one that many investors in Asian bonds might like to forget. The Bloomberg JPMorgan Asia Dollar Index was 4% weaker, the benchmark J.P. Morgan Asia Credit Index (JACI) was down 0.77% overall, and

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Attractive valuations but uncertain outlook

Attractive valuations but uncertain outlook

🕔01:02, 15.jan 2019

Regional view – Asia Externally, China is facing profound changes and serious challenges with regard to global trade and international relations. 

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Expectations for Asia in 2019

Expectations for Asia in 2019

🕔01:04, 8.jan 2019

Regional view – Asia In 2019, we expect export growth to slow – in line with slower global economic activity – which should cut Asia's GDP growth by 0.4ppt to 5.8%.

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Fears of China’s military ambition may be overblown

Fears of China’s military ambition may be overblown

🕔01:02, 11.dec 2018

Regional view – Asia China and the world’s interests lie in creating an environment in which the country will not be feared as a revisionist power

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It’s cherry-picking season

It’s cherry-picking season

🕔01:03, 27.nov 2018

Regional view – Asia While we would avoid broad exposure, we do see opportunities opening up for select stocks following the recent sell-off. 

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Five reasons to tactically buy Asia

Five reasons to tactically buy Asia

🕔01:03, 20.nov 2018

Regional view – Asia  But despite the thick fogs of uncertainty, we believe opportunities are opening up in the region and have initiated an overweight on Asian exJapan equities versus US investment grade debt.

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The wherewithal to ease

The wherewithal to ease

🕔02:03, 13.nov 2018

Regional view – Asia In the end, we believe China's economy will be resilient in the longer term given its size and Beijing's determination to upgrade its manufacturing and technology sectors. 

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A class apart: emerging Asia’s fixed income market

A class apart: emerging Asia’s fixed income market

🕔13:03, 12.nov 2018

Fixed Income Monthly Why investors seeking a stable and attractive source of return within a diversified bond portfolio should head to emerging Asia.

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The great supply chain migration

The great supply chain migration

🕔01:02, 6.nov 2018

Regional view – Asia  If the US's trade campaign has taught Chinese policymakers one thing, it's that they need to speed up their ambition to become completely self-dependent – be it in agriculture or technology fields. 

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The 30-Year EM Opportunity

The 30-Year EM Opportunity

🕔11:02, 5.nov 2018

West No Longer Knows Best? David Dowsett shares his thoughts on the mindset shift investors need in order to benefit from the next 30 years of development in emerging markets, with Asia leading the way as the most significant investment

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Positioning for growth and opportunities

Positioning for growth and opportunities

🕔14:03, 2.nov 2018

Asia Pacific core real estate discussion series Demand for core real estate in APAC will be supported by broad structural shifts related to secular trends and growing demand for income producing assets.

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Tapping into Asia’s rising middle classes

Tapping into Asia’s rising middle classes

🕔17:02, 1.nov 2018

Investment Insights Asia’s middle class is growing in both size and spending power Companies with strong, trusted brands are well-placed to expand into these growing markets Innovative digital strategies boost the potential for further growth into lower tier cities

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Lessons from Japan’s trade war (1970-1990s)

Lessons from Japan’s trade war (1970-1990s)

🕔01:02, 30.okt 2018

Regional view – Asia So, with history seemingly repeating itself, China might want to consider Japan's experience in its poker game with the US. 

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Asia Pacific core real estate discussion series

Asia Pacific core real estate discussion series

🕔15:03, 25.okt 2018

The big picture The epicenter of global growth is shifting towards APAC. With fundamentals taking over as the key driver of performance, Asia's growth premium is likely to underpin the region's outperformance in real estate. 

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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

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