CFA – Workshop: The role of energy and metals in an investment portfolio AMSTERDAM

🕔16:30, 29.okt 2019

Join CFA Sociey VBA Netherlands and experts from CME Group for an in-depth workshop on: The role of energy and metals in an investment portfolio The outlook on risk and return of commodity markets can form the basis of portfolio construction.

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China Icebergs: Forces That Could Reshape the World

China Icebergs: Forces That Could Reshape the World

🕔13:09, 18.okt 2019

Chinese businesses are not just changing China, they are changing the world. This bespoke study dives into the dynamics that have led to the rise of new corporate giants, while at the same time uncovering trends, firms and drivers that

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Five reasons to consider China as a standalone asset allocation

Five reasons to consider China as a standalone asset allocation

🕔15:50, 17.okt 2019

These include: size, diversity, and China’s unique macro, risk and development factors The accelerating integration of China into the world’s financial market will have a profound impact on how global investors allocate capital. While most agree that China is too

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A sudden improvement on Brexit and US-China trade talks?

A sudden improvement on Brexit and US-China trade talks?

🕔12:54, 17.okt 2019

Positive developments can be reported about Brexit and the US-China conflict, two issues that have caused a lot of uncertainty during the last 12 months. In turn this uncertainty has caused a significant amount of damage to the global economy.

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T. Rowe Price – Asia, Looking Beyond Macro Uncertainties (webinar)

🕔11:00, 16.okt 2019

With US-China trade tensions and fears over China’s economic slowdown continuing to cloud the near-term outlook, where can investors in Asia turn to and what do these significant headwinds mean for the region’s longer-term prospects?   In this webinar, Portfolio

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A US-China ‘mini deal’

A US-China ‘mini deal’

🕔10:03, 16.okt 2019

The US and China have agreed a truce in their trade conflict with a ‘mini deal’ that sees the US holding off on tariff increases scheduled for 15 October in exchange for some concessions from China, mainly around agricultural purchases

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No pain, no gain for China’s onshore bond market

No pain, no gain for China’s onshore bond market

🕔17:34, 15.okt 2019

China’s onshore credit market has witnessed tremendous growth over the last decade as it transforms towards a more marketoriented system. We take a detailed look at this maturing market and outline how a recent rise in defaults should be viewed

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Asia / China Growth Equities

Asia / China Growth Equities

🕔16:29, 15.okt 2019

At GAM Investments’ Weekly Investment Meeting held on 9 October 2019 the speakers were Jian Shi Cortesi, who discussed her views on Asia and China equities, and Lars Jaeger, who emphasised the importance of ARP strategies being diversified.

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Trade war déjà vu is scant comfort to investors

Trade war déjà vu is scant comfort to investors

🕔15:03, 15.okt 2019

We’re not convinced that the latest trade war détente between Donald Trump and Xi Jinping will prove any more lasting than the previous one.  Beset by slowing domestic economies and under pressure to end a damaging trade war, Xi Jinping

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Negotiations on trade and Brexit continue, but has progress been made

Negotiations on trade and Brexit continue, but has progress been made

🕔14:03, 15.okt 2019

Last week’s surprise Brexit development was that a private meeting between UK Prime Minister Boris Johnson and the Irish Taoiseach Leo Varadkar resulted in what was described as a “pathway to a deal” . After weeks of negative reporting, the

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What happened in the past month? Charting China Monthly Review 3Q growth tracking lower, counter-cyclical efforts falling short of expectations

What happened in the past month? Charting China Monthly Review 3Q growth tracking lower, counter-cyclical efforts falling short of expectations

🕔11:01, 11.okt 2019

IP growth edged up from the lows in July-August, but remained relatively weak. 3Q GDP growth tracks lower. Demand indicators appear to be stabilizing at a relatively weak level. Following the weak IP growth (4.4% & 4.8% YoY) in July-August,

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Five reasons why China should be standalone in global asset allocation

Five reasons why China should be standalone in global asset allocation

🕔07:59, 9.okt 2019

These include: size, diversity, and China’s unique macro, risk and development factors China’s meteoric rise since the late 1970s has been touted as one of the most striking developments in the world over the past half century. However, most of

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Slide 1

Slide 1

🕔09:40, 4.okt 2019

China has re-started purchase of US agricultural products including soybean and pork with tariff exemption, and the US delayed tariffs scheduled on Oct 1st by two weeks as a gesture of goodwill. These developments indicate that both sides are taking

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A growth recovery in waiting

A growth recovery in waiting

🕔15:57, 3.okt 2019

We expect a pickup in global growth in the next six to 12 months, as policy stimulus gradually filters through to the real economy. The Fed has cut interest rates, but its noncommittal view on the rate outlook suggests expectations

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Global effects of China’s balance of payments shift

Global effects of China’s balance of payments shift

🕔14:28, 25.sep 2019

China’s structural shift and the global repercussions China’s introduction into the World Trade Organisation (WTO) in 2000 started a process which has since had a marked impact on global economies and markets alike. Its increased exposure to the global economy

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First Look: China’s Central Bank Digital Currency

First Look: China’s Central Bank Digital Currency

🕔11:36, 24.sep 2019

China is on its way to become the world's first major country to issue a sovereign digital currency, with top officials from the People's Bank of China announcing on August 10th 2019 1 at the latest China Finance 40 Forum

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Divergence and boneheads

Divergence and boneheads

🕔08:45, 23.sep 2019

Eurozone industrial production has been contracting on a year-on-year basis for nine consecutive months until July. Output was down 2.0% yoy in July, slightly better than the – 2.4% in June. A remarkable divergence is taking place behind these numbers.

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China: source of tectonic shifts in global finance

China: source of tectonic shifts in global finance

🕔11:27, 12.sep 2019

China’s integration into the world will reshape the global financial system much like its economic integration did to the global economy  In part one of our three-part series documenting China’s changing balance of payments (BoP), we highlighted the structural shift

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Investing in a 50:50 World

Investing in a 50:50 World

🕔14:36, 11.sep 2019

Speed read China-US trade deal has been delayed, expect more volatility Look for structural changes: China stimulus and global IT supply chains Best opportunities remain outside of the US, as long as we have a trade deal 

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China markets The outlook for China equities and fixed income

China markets The outlook for China equities and fixed income

🕔18:41, 9.sep 2019

How will China's stock and fixed income markets & indexes perform in H2 2019 and 2020 as the global economy slows? Our three China experts give their key views to investors and look ahead to investing trends for the next

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Top of Mind: Existential questions about value, international diversification, and China

Top of Mind: Existential questions about value, international diversification, and China

🕔18:06, 9.sep 2019

THIS QUARTER, I FOCUS ON questions being raised about the benefits of investing outside the US and in value stocks. I’ll acknowledge up front that I’m a believer in both of these strategies, but I’ve tried to compensate for any

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Further signs of uncertainties on both domestic & external demand

Further signs of uncertainties on both domestic & external demand

🕔14:55, 9.sep 2019

What happened in the past month? IP growth edged up from a low level but remained sluggish; domestic demand indicators weakened further in Aug, esp. property-related ones. CICC China CMI points to softening domestic demand growth but a mild uptick

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China: farewell to the large current account surplus

China: farewell to the large current account surplus

🕔10:37, 9.sep 2019

Disappearing structural current-account surplus is an inevitable trait of China’s economic and social transformation  A steady, but definite, shift in China’s balance of payments (BoP) suggests that a fundamental change is underway in China’s relationship with the outside world (Exhibit

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China: farewell to the large current account surplus

China: farewell to the large current account surplus

🕔08:26, 9.sep 2019

Disappearing structural current-account surplus is an inevitable trait of China’s economic and social transformation A steady, but definite, shift in China’s balance of payments (BoP) suggests that a fundamental change is underway in China’s relationship with the outside world (Exhibit

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Tip of the Iceberg: The Global Ramifications of a China Debt Crisis

Tip of the Iceberg: The Global Ramifications of a China Debt Crisis

🕔07:34, 4.sep 2019

A hard landing in China remains a looming threat to the global economy and especially to the rest of Asia. Chinese authorities have averted such a scenario so far, but rising leverage in China’s financial system magnifies the risk of

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Zoek

Asset Allocation Consensus September

Twitter

The integration of #ESG criteria often has a greater impact for emerging countries. Find out why in an interview with our expert #Karine_Jesiolowski (via @allnews_ch).

Low interest rates drive housing market -> https://t.co/XjhuRim2P7 #Interest #mortgages via @ABNAMROeconomen

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