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Asset Allocation Strategy

Asset Allocation Strategy

🕔10:32, 13.dec 2019

 Equity markets continued to push higher and credit spreads tightened in November as economic data stabilised or improved. Sentiment was also boosted by a crop of political comments suggesting the US and China would soon sign a Phase 1 agreement

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JP Morgan – 2020: A make or break year?

🕔17:30, 12.dec 2019

DATUM Donderdag 12 december 2019 17.30 – 21.30 PROGRAMMA 17.30 – 18.00 Welkom 18.00 – 19.15 Presentatie Vooruitzichten 2020 19.15 – 21.30 Walking dinner en kerstcocktails

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CFA – Macro-economic forecast for 2020

🕔15:30, 12.dec 2019

Macro-economic forecast for 2020​ Ongoing geopolitical uncertainties have deeply affected the world economy in 2019. World trade has contracted and firms investment weakened, slowing down manufacturing activity in most regions. But up to now domestic demand and the service sector

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Barometer: The gloom lifts a little

Barometer: The gloom lifts a little

🕔10:05, 12.dec 2019

Central banks are opening the liquidity taps again, easing concerns over growth and corporate profits. Prospects for emerging market assets look better as a result.

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Union Investment adopts moderately bullish risk positioning

Union Investment adopts moderately bullish risk positioning

🕔08:32, 12.dec 2019

The Union Investment Committee (UIC) raised the risk positioning to level 4 (RoRo meter) at its regular meeting in November. This decision was based on improvements in a number of areas. The probability of the United Kingdom leaving the European

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Expert Investor Asset Class Research Participant Report Q4 2019

Expert Investor Asset Class Research Participant Report Q4 2019

🕔16:29, 10.dec 2019

Q4 2019 fund selector asset class sentiments Key points   There continues to be plenty of buying appetite among Dutch investors, with infrastructure and European equities remaining at the top of the chart. They are joined by EM equities, which are both in more

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Why we maintain a conviction-based approach to investment?

Why we maintain a conviction-based approach to investment?

🕔15:04, 10.dec 2019

Carmignac’s Note December 2019 Investors were worried about the state of the global economy – epitomised this summer by a collapse in bond yields and an incipient stock market correction. But when monetary policymakers sent out the longawaited message this autumn that

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When political risk crosses the Atlantic

When political risk crosses the Atlantic

🕔12:54, 10.dec 2019

Global investment views At the beginning of 2019, all eyes were focused on Europe, not only because of the risk of a Hard Brexit, but also because of the open crisis between the Italian government and the European Commission. The situation

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Why should you read our 2020 Global outlook?

Why should you read our 2020 Global outlook?

🕔11:00, 10.dec 2019

Jean highlights some key takeaways that may help you with next year’s investment decisions. What’s in stock for 2020 for the global economy and markets? We see a big shift in the macro environment – as the dovish monetary policy

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2020 outlook: Expecting the unexpected

2020 outlook: Expecting the unexpected

🕔17:55, 9.dec 2019

Panorama Shock tactics A new year and a new decade approach, yet at first glance the major challenges to investors look set to remain unerringly familiar. A crystal ball for predicting the course of 2020 would be top of the

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Asset allocation outlook

Asset allocation outlook

🕔11:10, 9.dec 2019

– US and China heading for a trade deal?  – Economic recession unlikely – Equity markets over-optimistic – Overweight in Emerging Market Debt expanded

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Core, what is it good for? Definitely something!

🕔10:51, 9.dec 2019

IN A LOW YIELD, LATE-CYCLE ENVIRONMENT, CORE ALTERNATIVE ASSET CLASSES CAN PROVIDE INSURANCE PORTFOLIOS WITH STABLE INCOME AND LOW TOTAL RETURN VOLATILITY. Many insurers invest in alternative assets. Alternatives can provide portfolios with high returns while delivering low correlations to

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Contagion may be spreading through the global economy

Contagion may be spreading through the global economy

🕔13:25, 7.dec 2019

Allocation views The global economy continues to face headwinds, and risks are mounting. Trade tensions are spreading from country to country, and increasingly, manufacturing weakness is starting to infect the much larger service sector. Recurring equity market declines appear likely

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No need to panic-keep calm and carry on

No need to panic-keep calm and carry on

🕔11:53, 6.dec 2019

Fixed Income Views Our expectation continues to be that the global economic outlook will prove more resilient than widely predicted by many market participants. While the trade and political environment is significantly more volatile than during past periods, the US economy continues to hold

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Voorzichtig herstel

Voorzichtig herstel

🕔10:30, 5.dec 2019

Het klimaat op financiële markten verbetert doordat centrale banken de liquiditeitskraan opendraaien en omdat de handelsoorlog niet verder oplaait. Aandelen naar neutraal, maar liquiditeiten blijven favoriet Er breekt een waterig zonnetje door op financiële markten. Dat is voor een groot deel te danken

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Barometer: The investment landscape in 2020

Barometer: The investment landscape in 2020

🕔08:34, 5.dec 2019

The dollar's bull run should come to an end, weighing on US equities. Emerging market debt, European equities and value stocks have the potential to outperform. Tread carefully. The path to strong investment returns in 2020 won't be a smooth

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Back to the Future

Back to the Future

🕔17:49, 4.dec 2019

ING Beleggingsvisie 2020 In Beleggingsvisie 2020 staan twee vragen centraal, namelijk: ‘Hoe ziet de toekomst er op iets langere termijn uit?’ en: ‘Welke lessen kunnen we trekken uit de periode 2010 – 2020?’ Natuurlijk vind je hier ook onze rendementsverwachtingen

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Market Compass November 2019

Market Compass November 2019

🕔13:32, 4.dec 2019

Market outlook • Investors entered autumn with great anxiety about the trade war and Brexit. Those risks have abated, and so have flight-to-quality flows. • Headline risk into yearend includes trade war news (US, China, EU) and US employment data.

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October has been dominated by big political misses

October has been dominated by big political misses

🕔12:00, 4.dec 2019

Market Overview October was all about talk of deals and crucial deadlines. What happened? The deals got nowhere and the deadlines were missed. How did markets react? Equities went up still more and bonds hung around. It is remarkable how

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Trade war uncertainty resurfaces

Trade war uncertainty resurfaces

🕔11:01, 4.dec 2019

Market flash Hong Kong’s pro- democracy party won 85% of the seats in the local elections, a massive increase on the 25% seen in 2015. A few days later, Donald Trump signed the Hong Kong Rights and Democracy Act into

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Asset Allocation View

Asset Allocation View

🕔17:06, 3.dec 2019

Fidelity Multi Asset   Risk asset have continued to march ahead, with US markets reaching alltime highs again in early November as the earnings season came in better than expected, and at least a temporary truce in the US-China trade dispute appears

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2019 Q4 Capital Market Assumptions

2019 Q4 Capital Market Assumptions

🕔16:03, 3.dec 2019

Summary Global Economic Outlook: We expect real economic growth in the developed economies to continue to moderate over the next decade, as it has for the last 30 years. This is due to limited growth of the developed labor force,

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Pressure drop

Pressure drop

🕔14:57, 3.dec 2019

Investment Directions Our reference to the classic Toots and the Maytals song comes as we see a de-escalation in trade tensions with China, diminishing risks of a no-deal Brexit and few signs that the record U.S. economic expansion is ending

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The view from EMEA

The view from EMEA

🕔14:03, 3.dec 2019

Global Asset Allocation  Down But Not Out After 21 months of slowing global growth, we are starting to see signs of stabilization, signaled by a potential bottoming in the industrial economy. The J.P. Morgan Global Manufacturing PMI ticked up in

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Alpha Research – Lower for Longer

🕔12:00, 3.dec 2019

Op dinsdag 3 december organiseert Alpha Research een Seminar in Rosarium Amsterdam met het thema: Lower for longer – De gevolgen van een langdurige lage rente. Gastspreker Bob Homan, hoofd ING Investment Office, zal spreken over de ING Outlook van

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Zoek

Twitter

Learn why PM Mike Della Vedova says the diversification benefits of a global high yield portfolio may involve less risk than a more traditional, U.S.-focused high yield strategy. https://t.co/g8dneU9G6N

Bob Homan of @INGnl_IO, keynote speaker at the @AlphaResearchNL conference #LowerforLonger last week: “Analysts are often too enthusiastic. They should lower their expectations.” #2020outlook

Our conference #UBPInvestmentOutlook had a full house in London last week! Our experts shared their 2020 outlook for the global economy and more specifically for the UK. Thank you all for coming!

Zal zijn laatste woorden aan mij nooit vergeten. Over woorden gesproken: toen ik Volcker de eerste keer ontmoette, was zijn eerste vraag:"Hoe is het met Andre Szász?" Ik had 15 minuten met hem. Het werd 1,5 uur! Er was een klik. RIP

De Asset Allocatie Awards komen er weer aan! Nominaties komen deze week, winnaars op 4 februari 2020... Hier een sfeer inpressie van vorig jaar -> https://t.co/c36HWpyGVx

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