Back to homepage

Tag "Asset Allocation"

Asset Allocation in a Higher-Rate World

Asset Allocation in a Higher-Rate World

🕔10:07, 28.Sep 2023

The future path of interest rates is highly uncertain, but we can at least be fairly confident that the level of rates will be substantially higher in the medium term than it has been in recent decades—in the U.S. and

Read Full Article
Exploring Asset Allocations and Economic Dynamics

Exploring Asset Allocations and Economic Dynamics

🕔11:05, 26.Sep 2023

The underlying narrative also addresses global liquidity, which has consistently bolstered global equity markets. Noteworthy is the monumental liquidity injections that played a pivotal role in supporting the global equity markets in the first half of 2023. As China grapples

Read Full Article
Economic Resilience vs. Monetary Challenges: The Balance of Global Growth

Economic Resilience vs. Monetary Challenges: The Balance of Global Growth

🕔10:35, 25.Sep 2023

The global economy has demonstrated remarkable resilience in the face of various challenges emerging from the pandemic's aftermath. Growth has remained consistent for the majority of major economies this year, with numerous threats to growth being addressed. However, there's an

Read Full Article
Divergent Growth Paths: Unraveling the World’s Economic Pulse from Europe’s Lens

Divergent Growth Paths: Unraveling the World’s Economic Pulse from Europe’s Lens

🕔08:47, 25.Sep 2023

The text, "Global Asset Allocation: The View From Europe – Market Perspective", highlights the varied economic growth patterns and challenges faced by major regions globally. With fluctuating inflationary pressures, central bank policies, and concerns related to China's property sector and

Read Full Article
The Global Economic Dance: US Leads, China Retreats, Europe Watches

The Global Economic Dance: US Leads, China Retreats, Europe Watches

🕔16:22, 18.Sep 2023

The text "Global Investment Views – Divergences persist: US resilience vs China weakness" paints a comprehensive picture of global economic dynamics in August. While the US showcased its economic mettle, largely driven by fiscal stimuli and business investments, China experienced

Read Full Article
Strategies to Thrive: Investment Insights for a Slowing Economy

Strategies to Thrive: Investment Insights for a Slowing Economy

🕔14:23, 18.Sep 2023

Investing in a slowing economy presents its unique set of challenges and opportunities. Jim O'Donnell, CEO of Citi Global Wealth, introduces their 2023 Mid-Year Wealth Outlook titled "Opportunities on the Horizon: Investing Through a Slowing Economy". In this report, key

Read Full Article
Economische Trends en Uitdagingen: De Investment Outlook 2024 Onder de Loep

Economische Trends en Uitdagingen: De Investment Outlook 2024 Onder de Loep

🕔08:32, 18.Sep 2023

De Investment Outlook 2024, geeft inzicht in de belangrijkste economische en financiële trends voor het komende jaar. Centraal staan thema's zoals geopolitieke fragmentatie, het aanhoudende conflict tussen de VS en China, klimaatverandering en de opkomst van Kunstmatige Intelligentie (AI). Terwijl de

Read Full Article
Asset Allocation: Finding the Right Balance for Your Portfolio

Asset Allocation: Finding the Right Balance for Your Portfolio

🕔10:30, 15.Sep 2023

This white paper explores the performance of several balanced portfolio allocations in various economic environments and provides insights into the impact of asset allocation on portfolio performance. In the first part of the article, we analyze the performance of two

Read Full Article
The Hawkish Turn: August’s Market Analysis & The Impending Impact on Asset Classes

The Hawkish Turn: August’s Market Analysis & The Impending Impact on Asset Classes

🕔16:03, 12.Sep 2023

In August, the global financial landscape was dominated by hawkish stances from key central banks in developed markets, with the Fed, under Jay Powell's leadership, emphasizing its intention to control inflation. This, coupled with stronger than anticipated US economic data,

Read Full Article
Japan’s Reflationary Surge: A New Dawn in Multi-Asset Solutions

Japan’s Reflationary Surge: A New Dawn in Multi-Asset Solutions

🕔14:34, 12.Sep 2023

Global economic trends have been reflecting a distinctive surge, but Japan’s story stands out. Multi-Asset Solutions Strategy Report offers an in-depth analysis into the reflationary dynamics of Japan, addressing the transformative potential in the country's economy and financial market. The

Read Full Article
Monetary Tightening in 2023: The Fed’s Deliberate Dance with Inflation

Monetary Tightening in 2023: The Fed’s Deliberate Dance with Inflation

🕔12:54, 8.Sep 2023

The drop in headline inflation to 3% in June from May's 4% and the better-than-anticipated bank earnings offered an optimistic economic backdrop. Despite this, Powell negated any rate cuts for the current year but hinted at potential policy easing by

Read Full Article
Pictet Barometer: wolken verdwijnen

Pictet Barometer: wolken verdwijnen

🕔08:51, 8.Sep 2023

Een verminderd recessierisico, een naderende piek in de rente en beter dan verwachte bedrijfswinsten maken ons minder pessimistisch over aandelen.  

Read Full Article
Is diversification dead?

Is diversification dead?

🕔12:02, 6.Sep 2023

60/40: It’s not over until it’s over. 2022 flipped the script on the traditional 60/40 portfolio split, with inflation and growth dynamics switching the traditionally negative correlation between equities and bonds into a positive one. But we do not expect

Read Full Article
Decoding the Global Rise in Interest Rates: Implications & Future Projections

Decoding the Global Rise in Interest Rates: Implications & Future Projections

🕔08:05, 6.Sep 2023

The rise in long-term and real interest rates around the world, especially in developed economies like the U.S., signifies growing challenges in funding large deficits, a legacy of the pandemic era policies. Ratings agencies in the U.S. are now scrutinizing

Read Full Article
The Delicate Balance of Modern Investments

The Delicate Balance of Modern Investments

🕔16:36, 5.Sep 2023

In the report titled "Balancing Act", the Multi-Asset Team of August 2023 delves into the nuances of the evolving economic landscape. The US Federal Reserve's rate rise to a notable 5.5% draws parallels to historical financial dynamics, yet the resilience

Read Full Article
De Kracht van de Amerikaanse Economie: Effecten op Wereldwijde Investeringen.

De Kracht van de Amerikaanse Economie: Effecten op Wereldwijde Investeringen.

🕔14:34, 5.Sep 2023

De publicatie van het ING Investment Office van 23 augustus 2023 geeft een gedetailleerd inzicht in de huidige economische stand van zaken. Het voornaamste thema is de recente stijging van de obligatierentes, aangedreven door een sterke Amerikaanse economie. Terwijl Europa

Read Full Article
Rising Equity Allocations: Understanding Retirees’ Investment Choices

Rising Equity Allocations: Understanding Retirees’ Investment Choices

🕔12:47, 5.Sep 2023

The trend of U.S. retirees investing in equities has significantly risen in recent years. The core theme of this text is the changing asset allocation preferences of retirees, who are increasingly opting for equities over traditional bonds or fixed-income investments.

Read Full Article
Global Financial Upswing Amid Inflation Concerns

Global Financial Upswing Amid Inflation Concerns

🕔14:04, 4.Sep 2023

An Insight into the Financial World's Recent Dynamics: August 2023 was marked by a rejuvenated global equities rally. As the specter of a dire economic downturn receded, there was a significant uptick in various sectors. Specifically, the S&P 500 Index

Read Full Article
Economic Indicators: Stabilizing or Waning?

Economic Indicators: Stabilizing or Waning?

🕔12:44, 4.Sep 2023

In recent analyses of major developed economies, mixed signals emerge from leading indicators, presenting an unclear future trajectory. The Conference Board’s Leading Index, for instance, provides some evidence supporting the possibility of an impending recession. Nevertheless, there are indicators like

Read Full Article
Navigating the Future: U.S. Earnings and the Labor Shock

Navigating the Future: U.S. Earnings and the Labor Shock

🕔10:05, 4.Sep 2023

In the recent "Weekly commentary" dated August 14, 2023, Jean Boivin, head of the BlackRock Investment Institute, highlighted three primary takeaways from U.S. earnings. The stagnation of U.S. corporate earnings over the past year was underscored, even as Q2 showed

Read Full Article
Mid-Year Review: Evolving Perspectives on 2023 Capital Markets

Mid-Year Review: Evolving Perspectives on 2023 Capital Markets

🕔14:45, 31.Aug 2023

The article titled "Our 2023 Capital Markets Forecast’s Inflationary Vortex: A Late-Summer Reassessment" by Wilmington Trust offers a timely mid-year reflection on the unfolding events and trends of 2023. As we cross the halfway mark, it becomes essential to evaluate

Read Full Article
Evolving Financial Landscape: Insights on Equities, Bonds, and Alternatives

Evolving Financial Landscape: Insights on Equities, Bonds, and Alternatives

🕔12:17, 31.Aug 2023

"TACTICAL ASSET ALLOCATION OUTLOOK" by Columbia Threadneedle serves as a concise overview of the present financial landscape. It highlights that while momentum and volatility are presently conducive, there's a noted decline in earnings estimates. Interestingly, the allure of emerging market

Read Full Article
Diverging Expectations: Assessing Equity & Bond Dynamics in 2023

Diverging Expectations: Assessing Equity & Bond Dynamics in 2023

🕔12:15, 30.Aug 2023

In "Our View in August" by VP Bank, the fluid nature of expectations in the financial realm is explored. The narrative underscores how in the ever-shifting landscape of financial markets, it's not merely the present outcomes, such as profits or

Read Full Article
Monthly economic and strategy forecast update

Monthly economic and strategy forecast update

🕔09:57, 30.Aug 2023

In J. Safra Sarasin's "Cross asset weekly", the current sentiment surrounding the US economy's robust growth and dwindling inflation is assessed. Despite the burgeoning confidence among investors that the US economy will experience a soft landing, the firm expresses reservations.

Read Full Article
Asset allocation Monthly

Asset allocation Monthly

🕔07:19, 30.Aug 2023

In "Asset allocation monthly" by BNP Paribas, the spotlight is on the contrasting prospective levels of risk-reward presented by different asset markets. The data indicates a significant pivot in market dynamics, wherein bonds have started to overshadow stocks in terms

Read Full Article
Global Boiling or Simmering? A Look at Climate Trends

Global Boiling or Simmering? A Look at Climate Trends

🕔16:43, 28.Aug 2023

The recent temperature spikes have alarmed many, suggesting significant changes in the world's climate. The question of "Are we boiling?" looms large, especially given the sentiments expressed by the UN Secretary General Antonio Guterres. Drawing from an updated global temperature

Read Full Article
Chinese and US Bonds: Navigating the Economic Maze

Chinese and US Bonds: Navigating the Economic Maze

🕔11:41, 24.Aug 2023

The document titled "Applied philosophy: The red and the blue" explores the performance trajectory of Chinese sovereign bonds relative to US Treasuries since mid-2020. It delves into the economic dynamics shaped by fiscal and monetary policies that both countries have

Read Full Article
European Outlook on Global Asset Allocation Trends

European Outlook on Global Asset Allocation Trends

🕔08:53, 24.Aug 2023

p>In "Global Asset Allocation: The View From Europe", the author paints a comprehensive picture of the international economic landscape, emphasizing areas of growth, resilience, and concern. Key insights highlight the U.S. economy's unexpected strength, Europe's challenges from a mild recession

Read Full Article
Understanding Asset Dynamics in 2023: A Glimpse into Future Forecasts

Understanding Asset Dynamics in 2023: A Glimpse into Future Forecasts

🕔08:10, 23.Aug 2023

The recent performance of risky assets can be attributed to optimism, even amidst an uncertain economic backdrop. Notably, US headline inflation is easing, but its core measure remains stubborn, holding significance for monetary policies. European and UK indicators suggest a

Read Full Article
Evaluating the Current Multi-Asset Investment Landscape

Evaluating the Current Multi-Asset Investment Landscape

🕔14:43, 18.Aug 2023

In the "Monthly views – Equities Government bonds Commodities Credit", the state of various primary asset classes is examined. The main theme revolves around the present outlook on equities, government bonds, commodities, and credit. The text suggests a neutral stance

Read Full Article
The Complex Landscape of Housing Investment in 2023

The Complex Landscape of Housing Investment in 2023

🕔08:08, 18.Aug 2023

Mark Steffen of Wells Fargo Investment Institute presents a comprehensive view of the current housing market in the "Investment Strategy Report – Alternatives Spotlight". Despite the increased activity in new-home construction and a positive sentiment among homebuilders, housing affordability is

Read Full Article
Augustus 2023: De Opkomst van Amerikaanse Groeiaandelen

Augustus 2023: De Opkomst van Amerikaanse Groeiaandelen

🕔10:37, 17.Aug 2023

De tekst "Maandbericht beleggen augustus 2023 – Amerikaanse groeiaandelen genieten de voorkeur" van de auteur geeft een overzicht van de financiële ontwikkelingen van augustus 2023. Wereldwijde aandelen stijgen met 13,1%, voornamelijk dankzij de economische groei die beter was dan verwacht,

Read Full Article
Decoding Inflation Dynamics & Future Rate Prospects

Decoding Inflation Dynamics & Future Rate Prospects

🕔16:02, 16.Aug 2023

The essence of "RATES NEARING THEIR PEAK – INFLATION IS CLEARLY SUBSIDING" revolves around the recent dip in global inflation rates, marking the culmination of pressure surges. With recent CPI releases across developed nations like the US and UK producing

Read Full Article
Global Shake-Up: Unpacking AWIF’s Investment Takeaways for 2023

Global Shake-Up: Unpacking AWIF’s Investment Takeaways for 2023

🕔13:03, 15.Aug 2023

The central theme of the 2023 Amundi World Investment Forum (AWIF) revolves around the transformative period the global economy is undergoing. Emphasizing the significance of this metamorphosis, the report touches upon the need for investors to adapt and evolve. While

Read Full Article
De Toekomst van Wereldeconomieën in het Licht van AI en Marktdynamiek

De Toekomst van Wereldeconomieën in het Licht van AI en Marktdynamiek

🕔11:23, 14.Aug 2023

"Barometer: Volg de groei" belicht de dynamiek van zowel ontwikkelde als opkomende economieën in de huidige marktcontext. Hoewel de ontwikkelde economieën zich ogenschijnlijk goed herstellen, schuilt er een zekere zelfgenoegzaamheid in de activaprijzen. Deze houding vormt een risico, gezien de

Read Full Article
The Ever-Changing Pace of Investment: Trends & Truths

The Ever-Changing Pace of Investment: Trends & Truths

🕔09:35, 14.Aug 2023

Interestingly, while holding periods appeared to decline as major crises loomed, they have seemingly rebounded post-crisis. This could be attributed to various factors, such as the decline of prop-trading activities or simply a reactionary measure to market stress. However, the

Read Full Article
Where we stand: Asset class views

Where we stand: Asset class views

🕔15:51, 10.Aug 2023

In their report, "Where we stand: Asset class views* – Portfolio construction solutions", Federated Hermes provides insights into various asset classes and how they're positioned against the backdrop of current economic and market conditions. Let's dissect their stances: 1. Large-cap

Read Full Article
Staying the Course Through Choppy Waters

Staying the Course Through Choppy Waters

🕔07:58, 10.Aug 2023

In "Staying the Course Through Choppy Waters" by BMO GAM, the instrumental role of central banks in potential market disturbances is highlighted. Despite the economy's current stability, looming interest rate hikes could unsettle investors. While a gradual softening of the

Read Full Article
House View Q3 2023: Resilience and Shifts in the Global Economy

House View Q3 2023: Resilience and Shifts in the Global Economy

🕔14:53, 9.Aug 2023

In "House View Q3 2023", Aviva Investors presents a detailed overview of the global economy's surprising resilience to supply-side shocks which led to increased inflation and reduced disposable incomes. Despite the slowdown in growth, no major economy has fallen into

Read Full Article
Asset Allocation Committee Outlook 3Q 2023

Asset Allocation Committee Outlook 3Q 2023

🕔12:03, 9.Aug 2023

In NEUBERGER BERMAN's report titled "Allocation Committee Outlook 3Q 2023", the majority of the Asset Allocation Committee's economic expectations for the first half of 2023 have been realized. Yet, the equity market has shown an unforeseen robustness, particularly observed in

Read Full Article
Global Asset Allocation: The View From Europe

Global Asset Allocation: The View From Europe

🕔10:26, 9.Aug 2023

In the recent research by T. Rowe Price, a shift in global asset allocation strategy is outlined. The document titled "Global Asset Allocation: The View From Europe" highlights the firm's preference for cash over equities and bonds, given the slowing

Read Full Article
Multi-Asset Strategy Quarterly

Multi-Asset Strategy Quarterly

🕔07:27, 9.Aug 2023

In "Multi-Asset Strategy Quarterly", Ninety One sheds light on the cautious market outlook amidst significant global policy adjustments over the past year and a half. The firm's defensive positioning in multi-asset portfolios stems from an anticipation of potential obstacles to

Read Full Article
Strategic Investing Amidst Economic Shifts: Preparing for 2H23

Strategic Investing Amidst Economic Shifts: Preparing for 2H23

🕔13:57, 8.Aug 2023

The primary theme of the provided text pertains to the cautious approach investors should take in the second half of 2023 (2H23), considering the increased stock market valuations and persisting inflation pressure in the United States. Despite strong gains in

Read Full Article
The Double-Edged Sword of AI-Driven Stock Market Performance

The Double-Edged Sword of AI-Driven Stock Market Performance

🕔11:19, 8.Aug 2023

In the insightful piece 'Investor Patience may be a Virtue as Magnificent Seven Stocks Rise', Jason R. Vaillancourt points out a dichotomy in the current market situation. He notes a concentrated surge in 'The Magnificent Seven' stocks, largely driven by

Read Full Article
The Dance of Central Banks: Navigating through Inflation and Economic Uncertainty

The Dance of Central Banks: Navigating through Inflation and Economic Uncertainty

🕔09:12, 8.Aug 2023

Decoding Policy Shifts In the intricate dance of global economics, Franklin Templeton Investment Solutions' report, "Policy is key", spotlights the evolving monetary strategies of major central banks. Amid the dance of financial markets, the focus is now on identifying the

Read Full Article
Artificial Intelligence and Market Resilience: Investment Landscape for H1 2023

Artificial Intelligence and Market Resilience: Investment Landscape for H1 2023

🕔15:22, 7.Aug 2023

The text presents a detailed mid-year evaluation of 2023's global market trends and their implications. Two central themes have been the market's focus on artificial intelligence and optimism around postponing a hard landing for the US economy. The resilience of

Read Full Article
Learning from Mistakes: A Half-Yearly Reflection on Investment Performance

Learning from Mistakes: A Half-Yearly Reflection on Investment Performance

🕔13:14, 7.Aug 2023

The author reflects on their personal and professional journey so far this year, emphasizing the importance of a learning mindset in both parenting and investing. Using their experiences and errors as stepping stones, they explain the constant need for humility

Read Full Article
MFS Long-Term Capital Market Expectations

MFS Long-Term Capital Market Expectations

🕔09:13, 7.Aug 2023

The esteemed MFS® recently released its midyear insights for 2023, a detailed forecast captured in "MFS Long-Term Capital Market Expectations". This document, grounded in July 2023, projects return and risk across myriad asset classes and geographical arenas. Presented here are

Read Full Article
Navigating the Economic Landscape: Balancing Growth, Inflation, and Investment Strategies

Navigating the Economic Landscape: Balancing Growth, Inflation, and Investment Strategies

🕔07:06, 7.Aug 2023

Societe General is pleased to share our insights on current economic trends and market perspectives as depicted in our "House Views". This document aims to provide a succinct overview of the prevalent economic currents and our strategic positioning in response

Read Full Article
The Balancing Act: Bonds Amid Rising Interest Rates and Financial Stability

The Balancing Act: Bonds Amid Rising Interest Rates and Financial Stability

🕔08:48, 4.Aug 2023

Recent history's rapid interest rate increases have revealed financial system vulnerabilities, with US regional banks in the storm's eye. As central banks navigate the tightrope of monetary policy tightening and its unintended consequences, signs of peaking inflation might afford them

Read Full Article

SEARCH