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Tag "Asset Allocation"

The green decade

The green decade

🕔11:35, 1.Mar 2021

There is no shortage of challenges for long term investors. The strong performance of risk assets in 2020 has further compressed return expectations, and there exists ongoing concern about (i) how economies will emerge from the current crisis …

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Cross-Asset Correlations in the Corona Crisis

Cross-Asset Correlations in the Corona Crisis

🕔17:29, 26.Feb 2021

The extraordinary market movements of 2020 had a considerable impact on the correlations between major asset classes. Some long-established interactions, such as the co-movement of share prices and sovereign yields, decoupled …

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Global Asset Allocation Investment Perspective

Global Asset Allocation Investment Perspective

🕔08:21, 26.Feb 2021

The rally in global equity markets since November has been driven importantly by an optimistic outlook for management of COVID-19, and recent developments suggest this outlook is coming to pass.

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Downgrading government bonds

Downgrading government bonds

🕔16:28, 25.Feb 2021

Downgrading government bonds  Weekly commentary We broaden our tactical pro-risk stance in light of major developments since the publication of our 2021 outlook in December: the vaccine rollout and up to $2.8 trillion of additional U.S. fiscal spending this year.

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Off to a Quick Start

Off to a Quick Start

🕔14:27, 17.Feb 2021

While the Biden administration put eradicating the coronavirus at the top of its agenda, taking action on regulations with executive orders has also been a top priority. Deregulation was a defining focus of …

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Still a lot of uncertainty

Still a lot of uncertainty

🕔11:02, 16.Feb 2021

It seems like global financial markets and economies are experiencing a neverending fluctuation between increased clarity, as we described in last months’ Allocation Views, and continued uncertainty. Depending on …

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Barometer: Daghandelaren tasten de aantrekkelijkheid van aandelen niet aan

Barometer: Daghandelaren tasten de aantrekkelijkheid van aandelen niet aan

🕔08:00, 10.Feb 2021

De vaccinatieprogramma’s komen wereldwijd op snelheid en ook de economische vooruitzichten worden beter, ondersteund door extra fiscale stimuleringsmaatregelen. Daarom blijven we overwogen in aandelen, met een voorkeur voor landen en sectoren die het meest …

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Asset Allocation Monthly – Cautiously Optimistic

Asset Allocation Monthly – Cautiously Optimistic

🕔10:21, 8.Feb 2021

The evolution of the coranvirus pandemic gives reasons both for optimism and for pessimism, albeit over different time frames. The pessimism is more in the near term as production bottlenecks hit vaccine supply, countries stumble in rolling out the vaccines they …

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Pictet AM – Webinar – Where next for markets – focus on the US

🕔15:00, 3.Feb 2021

Webinar – Where next for markets – focus on the US Register for a webcast with our Chief Strategist, Luca Paolini, where he will centre his thoughts on the US. In this month’s asset allocation webcast Luca will focus his

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UBP – Webinar – Managing liquidity in a low yielding environment

🕔09:00, 3.Feb 2021

Webinar – Managing liquidity in a low yielding environment 20 MINUTES with UBP – Fixed Income Opportunity Focus In a moderate growth and low rate scenario which seems to be prevailing, maintaining liquidity has become extremely costly for investors. Active

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Alpha Research – Asset Allocation Awards 2021

🕔16:00, 2.Feb 2021

Asset Allocation Awards 2021 Op 2 februari 2021 worden de Awards online uitgereikt. De winnaars zullen over hoe ze tot hun winnende allocatie zijn gekomen worden geïnterviewd door Eelco Ubbels, directeur/oprichter van Alpha Research, Ineke Valke, Senior Investment Strategist bij de Rabobank, Jelte

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Asset allocation and risk modeling of bitcoin in an institutional portfolio

Asset allocation and risk modeling of bitcoin in an institutional portfolio

🕔13:48, 2.Feb 2021

Asset allocation and risk modeling of bitcoin in an institutional portfolio Bitcoin recently celebrated its twelfth birthday, but in historical terms it is still very much in its infancy as compared to other major asset classes. In this paper we

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Top five Best Read Research – January

Top five Best Read Research – January

🕔10:50, 29.Jan 2021

A lot of OpinioPro readers gave the financial long-term outlook of Capital Group a good look. The key takeways from what Capital Group is expecting from the future is that economic growth is making a comeback whilst the current low interest rates can help investors move to the equity markets instead of other asset classes. What definitely makes this article worth reading is the very informative COVID winners and losers section it provides.

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T. Rowe Price – Webinar – Global Markets and the Implications for Asset Allocators – Q1 2021

🕔11:00, 28.Jan 2021

Webinar Global Markets and the Implications for Asset Allocators – Q1 2021 Join us on 28 January at 10:00am GMT / 11:00am CET for our quarterly asset allocation webinar. Yoram Lustig, Head of Multi-Asset Solutions EMEA, will discuss key asset

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Chasing unicorns

Chasing unicorns

🕔14:05, 25.Jan 2021

Unprecedented monetary and fiscal stimulus and late-year positive news on vaccines fueled a relentless rally in …

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Brightening Outlook Propels Credit Market Rally

Brightening Outlook Propels Credit Market Rally

🕔15:46, 18.Jan 2021

Brightening Outlook Propels Credit Market Rally Fixed Income Asset Allocation Insights Credit markets continued to rally into December, and valuations now fairly reflect optimism that we are firmly on the path toward economic and earnings recovery. While these conditions would

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Allocation views – A little more clarity?

Allocation views – A little more clarity?

🕔10:44, 18.Jan 2021

As we enter 2021, financial markets appear to be clinging to a more optimistic view of the world than the one we left behind in 2020. Undoubtedly we have reasons to be more hopeful, but it seems that we still

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Stronger headwinds in the short run, but the medium-term outlook improves on vaccine rollout

Stronger headwinds in the short run, but the medium-term outlook improves on vaccine rollout

🕔17:22, 15.Jan 2021

Stronger headwinds in the short run, but the medium-term outlook improves on vaccine rollout House View  The global economy rebounded strongly in the third quarter, after a very sharp contraction in the first half of the year. Global economies remain

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Barometer: Een herstel waarin we kunnen geloven

Barometer: Een herstel waarin we kunnen geloven

🕔03:29, 13.Jan 2021

Barometer: Een herstel waarin we kunnen geloven Investment Outlook Januari 2021 De Covid-19-vaccins stellen ons in staat om voorbij de pandemie te kijken en ons te richten op de versterking van de economie, die verder ondersteund wordt door aanzienlijke stromen

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The Hazards of Asset Allocation in a Late-stage Major Bubble

The Hazards of Asset Allocation in a Late-stage Major Bubble

🕔12:23, 8.Jan 2021

The long, long bull market since 2009 has finally matured into a fully-fledged epic bubble. Featuring extreme overvaluation, explosive price increases, frenzied issuance, and hysterically speculative investor behavior, I believe this event will be recorded as one of the great

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Global Asset Allocation: The View From Emea

Global Asset Allocation: The View From Emea

🕔13:00, 22.Dec 2020

December 2020 Digging for Value Promising news on COVID-19 vaccines has triggered optimism for a return to normal next year, buoying deeply cyclical segments of the market that have been the hardest hit by shutdowns. November saw a strong rebound

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Nederlandse pensioenfondsen worstelen met lage dekkingsgraden

Nederlandse pensioenfondsen worstelen met lage dekkingsgraden

🕔14:43, 11.Dec 2020

… dus hoe is de dekkingsgraad in de afgelopen maand veranderd?

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CIO outlook: Time for Healing Q4 2020

CIO outlook: Time for Healing Q4 2020

🕔10:59, 9.Dec 2020

After contending with the terrible human and economic toll of a pandemic, as well as market volatility reminiscent of the financial crisis, investors could well be forgiven for wondering anxiously: what could 2021 possibly have in store for us?

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Offence wins Games but Defense wins Championships

Offence wins Games but Defense wins Championships

🕔15:00, 4.Dec 2020

Building resilient portfolios for uncertain times  Balancing protection and upside potential is a difficult exercise, but we hope investors will find some ideas and some inspiration on how to tackle it in this paper, whether it is through a dynamic

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2020 Q4 Capital Market Assumptions

2020 Q4 Capital Market Assumptions

🕔13:07, 3.Dec 2020

To build the income component of our long-term equity forecasts, we calculate each country’s expected income contribution, based on current and anticipated levels of dividend yield, as well as the expected returns attributable to buyback activity (positive) or net positive

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There’s No Place Like Housing

There’s No Place Like Housing

🕔09:41, 27.Nov 2020

Global Asset Allocation: The View from EMEA Blue Ripple? A Biden presidency, with Republicans maintaining control of the Senate, is a possible outcome of the US elections. Most polls heading into the election were predicting the possibility of a ‘Blue

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2021 Investment Outlook

2021 Investment Outlook

🕔15:05, 24.Nov 2020

"Marked by the most severe recession in modern history, 2020 was an unprecedented year. With the global pandemic continuing, we enter 2021 with a mildly positive outlook for the upcoming recovery, but with the assumption that the path to pre-crisis

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Vaccines shape 2021 outlook

Vaccines shape 2021 outlook

🕔09:26, 24.Nov 2020

"We still like high yield for income. On a tactical horizon, we strongly prefer high yield for its income and more room for spread tightening. We are neutral on IG and underweight emerging market debt."

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BNP Paribas – High Hopes for a Cyclical Recovery (Video)

BNP Paribas – High Hopes for a Cyclical Recovery (Video)

🕔13:10, 23.Nov 2020

High Hopes for a Cyclical Recovery (Video) Asset Allocation Monthly In this Asset Allocation monthly video, we discuss the implications of the US elections and the news on potentially reliable Covid vaccines on our market views and our asset allocation

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Pension Funds in Figures – 2020

Pension Funds in Figures – 2020

🕔15:38, 20.Nov 2020

"The size of pension funds compared to GDP varied widely at the end of 2019, ranging from 0.1% in Pakistan to 191.4% in the Netherlands. Assets in pension funds exceeded the size of the domestic economy in five countries: Australia

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Multi-sector asset allocation outlook – Q4 2020

Multi-sector asset allocation outlook – Q4 2020

🕔11:02, 20.Nov 2020

Multi-sector asset allocation outlook – Q4 2020 IFI multi-sector asset allocation overview Macro factor summary: We have upgraded our growth expectations for the US and Europe and expect growth momentum to persist in 2021. We expect spare capacity to keep

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High Hopes for a Cyclical Recovery

High Hopes for a Cyclical Recovery

🕔12:45, 19.Nov 2020

Asset Allocation Monthly Three key issues have dominated the macroeconomic outlook in recent weeks: The second wave of the virus, the possibility of a positive announcement on the vaccine front, and the outcome of the US elections. Markets have been

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Stimulus-focused recovery remains fragile

Stimulus-focused recovery remains fragile

🕔11:36, 19.Nov 2020

House View  The global economy is recovering from the economic fallout in the first half of the year. The lockdown measures have caused a sharp deceleration in economic activities in the manufacturing and services sectors in the first half of

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Fixed Income Monthly

Fixed Income Monthly

🕔07:49, 19.Nov 2020

The FIXED INCOME MONTHLY provides a forward-looking summary of the medium-term views from the Fidelity Fixed Income team. Our investment approach is multi-strategy, with portfolio managers given clear accountability and fiduciary responsibility for all investment decisions in a portfolio. Given

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Gridlock Could Yield ‘Goldilocks’ Market Scenario

Gridlock Could Yield ‘Goldilocks’ Market Scenario

🕔15:05, 18.Nov 2020

Fixed Income Asset Allocation Insights   Credit spreads have mostly remained around fair value, with investors readopting a buy-on-the-dip bias as they weigh conflicting positive and negative fundamental trends. On the positive side, a Biden presidency coupled with the likelihood of

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October started strongly but ended weakly as Covid concerns rose again.

October started strongly but ended weakly as Covid concerns rose again.

🕔15:02, 13.Nov 2020

"After all, it is difficult to determine which election outcome the market had priced in, when and with what probability. "

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Recovery enters a Second Phase

Recovery enters a Second Phase

🕔14:47, 13.Nov 2020

The Investment Clock: "Recovering: After a plunge into recession, economic data started a rapid pick up from March in China and May/June in Europe and the US as social distancing eased. Retail sales have recovered particularly fast in the US

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Global Market Outlook

Global Market Outlook

🕔13:10, 9.Nov 2020

As markets continue to ponder the US Presidential election result, a surge in COVID19 cases across Europe has led to a darkening near-term outlook. How things play out in the US—from a political and virus perspective—is still uncertain, but another

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Asset Class Return Forecasts

Asset Class Return Forecasts

🕔15:02, 6.Nov 2020

Quarterly Update  As noted in our previous reports the much-awaited global recovery from the onset of Covid-19 is facing significant headwinds. As the fallout from the crisis becomes clearer in scope and view, ensuing challenges remain daunting. The interplay between

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The Road Ahead

The Road Ahead

🕔07:37, 29.Oct 2020

“ In fact, Powell noted that the Fed seeks to promote its employment and inflation goals while warding off any risks to financial stability (i.e., asset bubbles) ‘that impede the stability of our goals’. “

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A November to Remember?

A November to Remember?

🕔09:47, 26.Oct 2020

Global Asset Allocation: The view from EMEA With a quickly approaching U.S. presidential election that is too close to call, mounting  controversy surrounding mail-in ballots, the potential for a protracted legal battle, and the president’s recent coronavirus diagnosis, markets …

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3Q 2020 Returns Recap: Largely Positive Returns Across the Board

3Q 2020 Returns Recap: Largely Positive Returns Across the Board

🕔07:54, 26.Oct 2020

The US Election Will Determine the Path of Fiscal Policy Fiscal and monetary stimulus have played a critical role in restarting the economy and remain crucial to a continued expansion Monetary stimulus is not subject to the election cycle: the

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Secure income assets: new opportunities for a new decade

Secure income assets: new opportunities for a new decade

🕔14:36, 23.Oct 2020

DB (defined benefit) pension schemes are progressing along their journey to end-game, with many becoming increasingly cashflow negative and struggling to balance competing requirements for returns and cashflow.  In this environment we believe that the cashflows, diversification and return-generating nature

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T. Rowe Price – Webinar – Global Markets and the Implications for Asset Allocators – Q4 2020

🕔11:00, 22.Oct 2020

Webinar – Global Markets and the Implications for Asset Allocators – Q4 2020 Please join us on 22 October at 10:00am GMT / 11:00am CET for our quarterly asset allocation webinar. Yoram Lustig, Head of Multi-Asset Solutions EMEA, will discuss

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Growth is dependent on ongoing stimulus

Growth is dependent on ongoing stimulus

🕔14:34, 20.Oct 2020

Allocation views We are growing more accustomed to the strange new landscape left behind after the COVID-19 recession. The virus threat remains very real, with notable flare-ups in Europe more recently, even as populations get more used to dealing with

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Politics, policy, and the pandemic

Politics, policy, and the pandemic

🕔14:43, 15.Oct 2020

KEY POINTS   Potential treatments/vaccines for COVID‑19, policy support, and gradually reopening economies make us more comfortable taking a pro-risk stance over our 12-month time frame. However, the market’s rebound and the prospect of a slow economic recovery leave us only moderately bullish

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Pandemic poised to accelerate underlying trends

Pandemic poised to accelerate underlying trends

🕔07:54, 14.Oct 2020

European Gazette / Summer 2020 We now have a two-speed economy, and much talk about a disconnect between stock market and economy. But this won’t change our research and stock picking focus When meeting clients, I am often asked to give

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A new role for US equities in multi-asset portfolios

A new role for US equities in multi-asset portfolios

🕔13:24, 7.Oct 2020

Multi-Asset Solutions Weekly Strategy Report IN BRIEF From a portfolio perspective, exposure to tech winners in U.S. equities is not a free lunch. The same growth stories that prompted outsize U.S. equity returns in recent years and a faster recovery

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Brave real world

Brave real world

🕔12:54, 30.Sep 2020

It’s as if nothing happened. At the time of writing, the MSCI AC World index in EUR is up 8% since a year ago, which is very close to our long-term equilibrium equity return estimate of 7%. Yet, in the

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Global Asset Allocation: The View from EMEA Market Inisghts

Global Asset Allocation: The View from EMEA Market Inisghts

🕔13:13, 25.Sep 2020

After more than a decade of below‑target inflation in the U.S., some investors are speculating that inflation may finally rise due to the magnitude of monetary stimulus coinciding with fiscal stimulus supporting the economic recovery from the coronavirus‑induced …

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Featured Events & Webinars

Events & Webinars

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The Biden administration is letting the DOL’s latest rule go into effect. Learn what this decision may mean for 401(k) professionals. https://bit.ly/3stCXPG #dolrule #dolfiduciaryrule #retirementplanprofessionals #retirementplanregulations #retirementplans

Compliance professionals in private banks have adopted new digital technologies to keep their skills and methods up to date. For more details from our Group Head of Risks & Compliance #Raoul_Jacot_Descombes, read his article in @letemps.

Commodity price trends and a robust housing market contribute to PM Mike Sewell’s outlook for a potential upside inflation surprise. https://trowe.com/3b5XK5Z

"A year after the #Covid19 outbreak triggered widespread social and economic upheaval, #Asia is emerging out of the crisis stronger and with greater influence on the world stage, pulling the ..." Read more by @PictetAM_NL on @Opinio_Pro -> https://www.opiniopro.com/2021/02/pictet-asset-management/new-asian-century-post-pandemic-opportunity/

Subscribe to our #newsletter to stay up-to-date on the latest #investment #research -> https://mailchi.mp/f5bb9afdbede/opiniopro

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