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Tag "Asset Allocation"

T. Rowe Price – Belangrijke trends die beleggers niet over het hoofd mogen zien

🕔11:30, 23.jan 2020

Graag nodigen wij u uit voor een informele lunchbijeenkomst op donderdag 23 januari. Gedurende deze bijeenkomst willen we u laten nadenken over een aantal trends die beleggers mogelijk over het hoofd zien maar die belangrijke gevolgen kunnen hebben voor uw

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De voorbije week in een notendop

De voorbije week in een notendop

🕔13:01, 22.jan 2020

In hun eerste handelsovereenkomst met China vragen de VS om meer industriële goederen, energie en landbouwproducten te kunnen exporteren. De handelsspanningen nemen af, maar de meeste Amerikaanse tarieven op Chinese goederen blijven bestaan.  De solide cijfers voor de Chinese economie (bv. industriële

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Stabilization amid heightened uncertainties

Stabilization amid heightened uncertainties

🕔14:45, 21.jan 2020

Allocation views – Perspective from Franklin Templeton Multi Asset Solutions The new year started with a bout of volatility, driven by tensions in the Middle East. US forces assassinated General Qassem Soleimani, leader of Iran’s Revolutionary Guard Corps, which grabbed headlines and

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The Aristotle List: 10 improbable but possible outcomes for 2020

The Aristotle List: 10 improbable but possible outcomes for 2020

🕔12:39, 21.jan 2020

Uncommon truths It is time to forget central scenarios and think about improbable but possible outcomes. Despite current geopolitical tensions, our surprises display a sense of hope (these hypothetical predictions are our views of what may happen even if they

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Long-Term Outlook. 12 Key Assets for 2020 and Beyond.

Long-Term Outlook. 12 Key Assets for 2020 and Beyond.

🕔17:02, 20.jan 2020

Morningstar Investment Management Insights Welcome to the new year. As many readers will know, we tend to assign our yearly outlooks over a 10-year plus horizon, not one. That said, we do believe we have a role to play in

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2020 outlook: on a wing and a prayer

2020 outlook: on a wing and a prayer

🕔16:54, 20.jan 2020

The Big Picture 2019 has been a good year with strong returns on a broad range of assets. The global economy has decelerated but we hope policy easing will stabilise things during 2020 (the wing and a prayer). Our favoured

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Vanguard’s global outlook for 2020

Vanguard’s global outlook for 2020

🕔16:43, 20.jan 2020

Global economy: Trade tensions and broader uncertainty drag on demand and supply The continued slowdown in global growth foreseen a year ago has been accentuated during 2019 by a deterioration in the global industrial cycle. A broad escalation of policy

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A cyclical rotation

A cyclical rotation

🕔15:27, 20.jan 2020

Weekly commentary – We favor a cautious tilt into cyclical assets, with expectations for a rebound in global trade and manufacturing activity. – We see global growth stabilizing and gradually picking up over the next six to 12 months, thanks

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Meet the strategist: Mike Pyle

🕔07:30, 20.jan 2020

BlackRock’s Global Chief Investment Strategist Mike Pyle shares how he got from the White House to asset management, why he doesn’t have time for hobbies and more in the latest installment in our ongoing series of Q&As with BlackRock investment

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20/20-zicht op 2020?

20/20-zicht op 2020?

🕔15:29, 17.jan 2020

De standaard voor opticiens in de Verenigde Staten is een 20/20-zicht (20/20 vision). Dat geeft aan wat een "normaal" mens zonder oogafwijkingen zou moeten kunnen zien als hij 20 voet van een oogkaart staat. Een 20/20-zicht betekent dat een mens

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Records, surprises and opportunities

Records, surprises and opportunities

🕔07:10, 17.jan 2020

Cross Asset Investment Strategy As we approach the year-end, a look back over the past 12 months reminds us how unconventional this year of records has been. On the upside, equities rallied to historical highs in December and fixed income

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Asset Class Outlook: Risks Rebalanced

Asset Class Outlook: Risks Rebalanced

🕔14:07, 16.jan 2020

Based on 12-Month Outlook for Each Asset Class The balance of risks has changed. Some global trade-related risks have abated and manufacturing sentiment appears to be stabilizing. But political risks are rising, including in the U.S., and valuations are high.

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Euphoria of Tory landslide tempered by uncertainty of forthcoming trade negotiations

Euphoria of Tory landslide tempered by uncertainty of forthcoming trade negotiations

🕔10:34, 16.jan 2020

House View What a week! Over the course of three days, investors were treated to a triple whammy of encouraging news. First, it was smooth sailing at Christine Lagarde’s first press release as head of the European Central Bank. As

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Cyclical investing

Cyclical investing

🕔09:34, 16.jan 2020

TAA Model Allocation – as at December 2019 As the calendar year ends, it is customary to look ahead to what the New Year might hold. In this edition of Global Outlook, we summarise the latest thoughts from our quarterly Global investment Group

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Barometer: Aangemoedigd door de opkomende landen

Barometer: Aangemoedigd door de opkomende landen

🕔08:39, 16.jan 2020

Asset allocatie: vertraging bestrijden Beleidsmakers hebben tot nu toe een forse wereldwijde economische vertraging succesvol weten te voorkomen. De Amerikaanse Federal Reserve en de Europese Centrale Bank hebben de monetaire kraan geopend, terwijl sommige regeringen in opkomende landen fiscale stimuleringsmaatregelen hebben genomen, een voorbeeld

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Global Alternatives Outlook

Global Alternatives Outlook

🕔18:58, 15.jan 2020

ASSET ALLOCATION Beyond the traditional lies a world of alternatives A recent innovation on the food front—a plant-based burger that echoes the flavor and texture of meat—has captured the attention of many people, including the authors of this article, a

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Global Alternatives Outlook

Global Alternatives Outlook

🕔18:00, 15.jan 2020

The second annual edition of J.P. Morgan Asset Management’s Global Alternatives Outlook presents a 12- to 18-month outlook for a wide range of alternative asset classes. Drawing on the insights of more than 700 alternatives professionals around the globe, we

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The intelligence that guides our investment decisions

The intelligence that guides our investment decisions

🕔09:00, 15.jan 2020

House View 2020 Outlook The document is produced quarterly by our investment professionals and is overseen by the Investment Strategy team. We hold a House View Forum biannually at which the main issues and arguments are introduced, discussed and debated.

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Stocks rise as they shrug off geopolitical risks

Stocks rise as they shrug off geopolitical risks

🕔15:50, 14.jan 2020

Weekly Investment Commentary The world and market attention last week was focused on the U.S. strike against Iran and mounting tensions in the Middle East. Yet markets largely looked past geopolitical risks and started 2020 on a strong note.1 For

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Barometer: Niet meegesleurd

Barometer: Niet meegesleurd

🕔15:00, 14.jan 2020

Maandelijkse Asset Allocatie Vooruitzichten De wereldeconomie lijkt er aan het begin van het nieuwe jaar stabieler voor te staan. Maar beleggers moeten opletten niet zelfgenoegzaam te zijn. Begin 2020 hebben beleggers redenen om optimistisch te zijn. De wereldeconomie stabiliseert zich

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Forecasting Risk for Illiquid Asset Classes

Forecasting Risk for Illiquid Asset Classes

🕔18:23, 13.jan 2020

Allocators and investors struggle with measurements of risk for illiquid asset classes, believing that standard deviation and correlation may be understated due to a lower pricing frequency (quarterly instead of daily) and possible smoothing of valuations. Statistical methods to “unsmooth” illiquid asset

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2020 Outlook: Cautiously Constructive, Consciously Reactive

2020 Outlook: Cautiously Constructive, Consciously Reactive

🕔17:56, 13.jan 2020

2019 turned out to be very different to what most market participants had expected at the turn of the year. This time last year, weakening data, escalating tension between the US and China and a seemingly agnostic Federal Reserve overtightening

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Five Trends Shaping Markets In 2020— And How to Respond

Five Trends Shaping Markets In 2020— And How to Respond

🕔17:48, 13.jan 2020

Asset allocation ideas to help position your portfolio for the challenges and opportunities ahead. The year ahead will likely bring slowing growth, negative interest rates, steep valuations and geopolitical concerns. Effective strategies to navigate this environment may include diversifying risk, going

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Tiptoeing into risky assets

Tiptoeing into risky assets

🕔17:37, 13.jan 2020

Multi Asset Monthly  Economic Outlook Although the trade truce and the recent stabilization in manufacturing data have reduced recession risks, it is still too early to give an all-clear signal. Tail risks may have been reduced, but they have not

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Voorkeur voor aandelen ten opzichte van obligaties blijft gehandhaafd

Voorkeur voor aandelen ten opzichte van obligaties blijft gehandhaafd

🕔14:41, 13.jan 2020

Maandbericht beleggen De spanningen in het Midden-Oosten, opnieuw aangewakkerd door de Amerikaanse aanslag op de Iraanse generaal Soleimani, beheersen sinds een kleine week het nieuws en leiden tot nervositeit op de financiële markten. Ondanks de de-escalatie van de handelsoorlog tussen

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Zoek

Twitter

World leaders and captains of industry are gathering for the @wef in @Davos.

@hanswstegeman hopes they really hear the alarm bells toll this time and calls on them to start this one very important discussion: isn’t it time to fundamentally change our economic system?

Two good questions:

1- Has #passive #investing helped drive the mega-cap, FAANG-led, #outperformance over the last five years?

2- And has that led to potential advantages from #active #management at this point in time? -> http://bit.ly/2RIZbwn via @FTSERussell

#Invesco: "The global economy is rapidly decelerating, and we expect all major regions and countries around the world to grow below trend over the next few quarters, and at least through the first half of 2020." Read more on #OpinioPro: http://bit.ly/38upfCp

Nog eens even in de tijd terug gekeken. Vroeger gebruikten we 4% als bodem voor de rente. Daaronder zouden we nooit komen. 2008 was de laatste keer dat we die 4% hebben gezien. Pensioenprobleem in een notedop

"We more than ever need a targeted investment agenda that stimulates ‘real’ economic growth," @hanswstegeman argues, "instead of the current financial agenda, which above all sustains elevated asset prices."

Discover our Q1 2020 Economic Outlook on our website now.

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