Terug naar de HomePage

Tag "brexit"

Brexit scenarios

Brexit scenarios

🕔08:45, 13.aug 2019

The Brexit process drags on; a “no-deal” exit looks increasingly likely and UK financial markets are unlikely to welcome that. Nothing is certain, so we present three scenarios but fear the worst. In a sign of investor anxiety, sterling and

Lees het volledige artikel
Policy pivot confirmed; underpins risk assets

Policy pivot confirmed; underpins risk assets

🕔14:26, 7.aug 2019

Weekly Commentary Key points 1 We see the dovish pivot by global central banks supporting the economic expansion and risk assets, with rising protectionism the key risk.b 2 We see a wider range of Brexit outcomes—including no-deal, a snap election

Lees het volledige artikel
Brexit and ETF Migration Countdown to March 2021

Brexit and ETF Migration Countdown to March 2021

🕔12:50, 29.jul 2019

The value of ETFs issued globally was almost €5 trillion at the end of 2018—making them one of the greatest success stories in the investment world in recent decades. Although the US still dominates the ETF market, 15% of global

Lees het volledige artikel
Managing Inconsistencies What Prime Minister Johnson means for Brexit

Managing Inconsistencies What Prime Minister Johnson means for Brexit

🕔09:36, 26.jul 2019

Boris Johnson has become the new UK Prime Minister. Johnson has made a host of broad commitments, most to be implemented over the medium term and in conjunction with new Chancellor Sajid Javid. On Brexit, Johnson has made seemingly inconsistent

Lees het volledige artikel
Global Strategy Q3 2019

Global Strategy Q3 2019

🕔04:02, 3.jul 2019

Global Strategy​ We expect no quick solutions to the trade dispute and Brexit and volatility in financial markets should remain high due to uncertainty over the growth outlook. Central banks are becoming more cautious and are holding out the prospect

Lees het volledige artikel
Gauging geopolitics

Gauging geopolitics

🕔14:11, 25.jun 2019

Global Insights – June 2019 Geopolitical risks are on the rise, and the international environment is becoming increasingly complex. Recent years have seen the surprise outcome of the UK’s Brexit vote, the unexpected election of U.S. President Donald Trump, a

Lees het volledige artikel
Help! The English have lost their sense of humor!

Help! The English have lost their sense of humor!

🕔11:02, 17.jun 2019

Monitor Brexit with the ‘OpinioPro Brexit Search Index’ Brexit and OpinioPro Brexit Monitor. Internet search for ‘brexit’ made an incredible peak in 2016 and returned in the limelight around the deadline in 2019. Context level: The peak of 260.000 would

Lees het volledige artikel
Hard Brexit preparation

Hard Brexit preparation

🕔04:08, 1.jun 2019

Week Ahead The events of the previous week, which culminated on May 24 in the announcement of Theresa May's resignation, have changed the most likely outcome (>50%) of the Brexit negotiations decisively, from our point of view. We now expect

Lees het volledige artikel
What do shocking numbers tell us?

What do shocking numbers tell us?

🕔09:02, 27.mei 2019

Macro Weekly Germany’s Ifo plunges… While French business confidence improves Unexpected re-emergence of the trade conflict most unwelcome May to step down

Lees het volledige artikel
Markets still taking cover

Markets still taking cover

🕔04:04, 25.mei 2019

Week Ahead As the week draws to a close, events in the United Kingdom have turned upside down. At the end of last week, negotiations between the Conservatives (Tories) and the Labor Party over an EU exit procedure broke apart.

Lees het volledige artikel
Spring in Europe

Spring in Europe

🕔15:02, 1.mei 2019

Highlights European risk assets have underperformed amid disappointing global growth, political headwinds and a series of idiosyncratic factors. With global growth healing and political issues manageable, we believe that there is room for Europe to surprise to the upside in

Lees het volledige artikel
From Brexit to Hexit…

From Brexit to Hexit…

🕔15:02, 18.apr 2019

In Credit Core government bonds yields fell for much of the week only to revert higher on Friday owing to generally better global trade data from China indicating a recovery in exports to eurozone industrial production (-0.2% m/m versus -0.5%

Lees het volledige artikel
Good-bye brexit?

Good-bye brexit?

🕔14:02, 2.apr 2019

Market may remain nervous, but the actual risks of a hard, chaotic Brexit, have fallen sharply.  For many months, we have been warning of the risks of a hard, chaotic no-deal Brexit. In an alternative universe, we might well have

Lees het volledige artikel
Brexit – Next deadline probably April 12

Brexit – Next deadline probably April 12

🕔03:06, 30.mrt 2019

Week Ahead With the British Prime Minister's offer to resign and eight failed votes on possible alternatives to the current divorce package, there was a lot of noise this week, but no progress on the issue. A vote on the

Lees het volledige artikel
Brexit – Next deadline probably April 12

Brexit – Next deadline probably April 12

🕔03:06, 30.mrt 2019

Week Ahead With the British Prime Minister's offer to resign and eight failed votes on possible alternatives to the current divorce package, there was a lot of noise this week, but no progress on the issue. A vote on the

Lees het volledige artikel
Finally, something good

Finally, something good

🕔14:02, 28.mrt 2019

The chances for an orderly and reasonably quick resolution to the Brexit drama have gone up.  In all the twists and turns of the ongoing Brexit drama, it is all too easy for market observers to overlook important turning points.

Lees het volledige artikel
12 april is de deadline voor het VK

12 april is de deadline voor het VK

🕔13:02, 26.mrt 2019

Investment Highlights De vertrouwenscijfers in de Verenigde Staten kwamen afgelopen week per saldo iets lager uit dan verwacht, maar zijn nog steeds relatief hoog. In Europa zakte het vertrouwen daarentegen verder weg. De Franse vertrouwenscijfers voor de dienstensector en de

Lees het volledige artikel
Brexit – When will final curtain fall?

Brexit – When will final curtain fall?

🕔03:07, 23.mrt 2019

Week Ahead A good drama requires a timely end after all emotional highs and lows have already been reached. Failure to deliver this leads to fatigue or – even worse – boredom. We are now at this point in the

Lees het volledige artikel
Brexit – When will final curtain fall?

Brexit – When will final curtain fall?

🕔03:07, 23.mrt 2019

Week Ahead A good drama requires a timely end after all emotional highs and lows have already been reached. Failure to deliver this leads to fatigue or – even worse – boredom. We are now at this point in the

Lees het volledige artikel
The week in rev-EU

The week in rev-EU

🕔02:01, 23.mrt 2019

It was the week before Brexit, until 12 April became the new deadline  Last week’s “Week in rev-EU”, left a Parliament that had rejected the UK-EU negotiated Withdrawal Agreement by a large 149 deficit (although improved from the historic 230

Lees het volledige artikel
Our Brexit scenarios and market impact: just 10 days to go?

Our Brexit scenarios and market impact: just 10 days to go?

🕔14:02, 20.mrt 2019

A third vote on the Brexit withdrawal agreement appears to be off the table We analyse two potential scenarios and their likely market impacts A long extension looks most likely, but the risk of a no-deal Brexit still looms

Lees het volledige artikel
Brexit delay should relax markets

Brexit delay should relax markets

🕔03:00, 16.mrt 2019

Week Ahead Focus: Brexit delay Euro Area PMIs FOMC meeting

Lees het volledige artikel
Brexit delay should relax markets

Brexit delay should relax markets

🕔03:00, 16.mrt 2019

Week Ahead Focus: Brexit delay Euro Area PMIs FOMC meeting

Lees het volledige artikel
The week in rev-EU

The week in rev-EU

🕔02:00, 16.mrt 2019

A wrap-up of a week of Brexit developments and our outlook The week 11-15 March was always going to be a big one for the Brexit process. Three votes were scheduled: another “meaningful vote” to approve the government’s negotiated Brexit

Lees het volledige artikel
The week in rev-EU

The week in rev-EU

🕔02:00, 16.mrt 2019

A wrap-up of a week of Brexit developments and our outlook The week 11-15 March was always going to be a big one for the Brexit process. Three votes were scheduled: another “meaningful vote” to approve the government’s negotiated Brexit

Lees het volledige artikel

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

Twitter

Sign up on #OpinioPro to read all the latest research on #AssetAllocation, #FixedIncome and so much more! Click here: https://t.co/90NYM4HBVh

Columbia Threadneedle writes: "Core #governmentbond #yields continued their lurch lower as volatility remained elevated, driven by further escalation in trade rhetoric and..." - Read the whole article here: https://t.co/65rGTbksaz #assetallocation

Sign up on #OpinioPro to read all the latest research on #AssetAllocation, #Equities, ESG and so much more! Click here: https://t.co/90NYM4HBVh

Load More...

Zoek op datum

augustus 2019
M D W D V Z Z
« jul    
 1234
567891011
12131415161718
19202122232425
262728293031