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Value investing in emerging markets: lessons from history

Value investing in emerging markets: lessons from history

🕔17:45, 30.aug 2019

Emerging markets are a lot less emerging than they used to be. A more integrated global economy means that the world has become smaller. Investors and managers no longer suffer from limited visibility into markets, and the transparency around the

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Investing in China: Silk (Road) Purse or Sow’s Ear?

Investing in China: Silk (Road) Purse or Sow’s Ear?

🕔17:38, 16.aug 2019

TIFF Insights An Interview with Scott Malpass and Jay Willoughby Introduction In the recent past, American investors’ views on China have rotated from unblemished enthusiasm to substantial caution. From the radical reforms of Deng Xiaoping in 1978 until quite recently,

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Raising the Stakes

Raising the Stakes

🕔07:00, 5.jun 2019

Global Economic Outlook It is never easy to forecast economic trends, but the process is especially perilous at the moment. The sudden escalation of trade tensions that have originated from Washington is casting doubt over the outlook. If the escalation

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Why	is	the	global	economy	vulnerable	to	a	deflationary	 shock?

Why is the global economy vulnerable to a deflationary shock?

🕔15:02, 22.mei 2019

Ariel Bezalel, Head of Strategy, Fixed Income, discusses the factors driving the rallies in stock and bond markets year to date and why he believes the global economy is vulnerable to a deflationary shock. There is a striking disparity between

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Big Data Is Changing Inflation

Big Data Is Changing Inflation

🕔07:00, 18.mei 2019

Wie Gehts mit Deutschland? Fresh from a family vacation in Germany, Ryan shares an outlook on the country. ​ Foreign drivers in Germany are often excited about the unchecked speed limits on the Autobahn. But in my rental car, I was

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Dealing With China

Dealing With China

🕔07:00, 18.mei 2019

Weekly Economic Commentary To obtain an economics degree at the University of Chicago, students were required to take a year-long course in the history of a non-Western civilization. Economics is a social science, after all, and business cultures can vary

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Outlook for economy recovers only slowly

Outlook for economy recovers only slowly

🕔04:05, 11.mei 2019

Week Ahead Focus: New Yield Forecasts  On interest rate markets, concerns about an economic slowdown that goes beyond its current magnitude continue to prevail. Sentiment and risks, rather than available data, are crucial. In fact, first quarter GDP growth in

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Report on Public Finances in EMU

Report on Public Finances in EMU

🕔14:22, 23.apr 2019

The EU economy is entering a period of heightened uncertainty, which has implications for fiscal policy. Much of the fiscal uncertainty comes in the short run from the business cycle and in the long run from potential growth, interest rates

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Tracking Asian exports

Tracking Asian exports

🕔03:01, 18.apr 2019

Research & Strategy Insights Asia’s exports have witnessed rapid expansion over the past decades. Its share in world exports went from below 5% to the current 23%, second only to the Eurozone. Asia’s trade is not only important in a

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China’s century? The economic giant’s next act

China’s century? The economic giant’s next act

🕔15:03, 17.apr 2019

China is at a crossroads. After years of heady growth, it now faces a potent mix of external and internal challenges that threaten to curb its momentum. Its prospects will hinge on how well it responds to these challenges, on

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China’s century? The economic giant’s next act

China’s century? The economic giant’s next act

🕔15:03, 17.apr 2019

China is at a crossroads. After years of heady growth, it now faces a potent mix of external and internal challenges that threaten to curb its momentum. Its prospects will hinge on how well it responds to these challenges, on

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ASEAN Outlook: Slower Momentum

ASEAN Outlook: Slower Momentum

🕔17:02, 7.mrt 2019

The Southeast Asia economy has enjoyed a solid run in the last two years with GDP growth of 5.2% in 2017 and 2018. This followed a 4.6% average annual pace in the three years to 2016 and was just a

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The Long View China is Too Big to Fail

The Long View China is Too Big to Fail

🕔17:02, 7.mrt 2019

I am not a China specialist. This report is the result of several months of thought about the Chinese economy and the situation China is in, facing a trade war with the US at the same time as the economy

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De Fed geeft lucht

De Fed geeft lucht

🕔13:07, 7.mrt 2019

Investment Letter De groei van de eurozone-economie zwakt af. Italië bevindt zich in een recessie, terwijl Duitsland deze nipt wist te vermijden. Andere eurolanden, zoals Spanje en Nederland, doen het beter. De binnenlandse bestedingen blijven daar op peil. De ECB

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Economic situation and outlook

Economic situation and outlook

🕔13:31, 20.feb 2019

Interest rates: We continue to expect [the key ECB interest rates] to remain at their present levels at least through the summer of 2019… Reinvestments: We intend to continue reinvesting, in full, the principal payments from maturing securities purchased under

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Decreasing Number of Public Companies

Decreasing Number of Public Companies

🕔17:02, 19.feb 2019

Recently, multiple research and press articles have discussed the apparent drastic decrease in the number of listed companies in the U.S. Some articles state decreases of 20% to over 50% to support claims that the U.S. stock market is getting

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Update on economic and monetary developments

Update on economic and monetary developments

🕔14:25, 7.feb 2019

The incoming information that has become available since the Governing Council’s decision to end net asset purchases in December 2018 has continued to be weaker than expected on account of softer external demand and some country and sector-specific factors. In

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Was It All a Bad Dream?

Was It All a Bad Dream?

🕔14:02, 7.feb 2019

U.S. Economic & Interest rate outlook We entered the year wondering if the economic tides had turned. Risk appetite fell and volatility spiked amid a strong negative market reaction to the Federal Reserve’s rate increase in December. But markets caught

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Was 2018 just a bump in the road… or is 2019 the end of the road?

Was 2018 just a bump in the road… or is 2019 the end of the road?

🕔05:07, 31.jan 2019

Call it superstitious, but we in Applied Equity Advisors are always uncomfortable producing our market outlook commentary for the following year until the current year is complete. Much can happen in December that could impact our projections about the coming

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Long-term perspective on markets and economies

Long-term perspective on markets and economies

🕔10:01, 17.jan 2019

If you are feeling particularly uncertain about investing heading into 2019, you’re not alone. With major economies entering late-cycle territory, volatility rising, monetary policy tightening and a trade war brewing, you may be wondering how to position your portfolio.

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U.S. Economic & Interest Rate Outlook

U.S. Economic & Interest Rate Outlook

🕔14:04, 10.jan 2019

2018 ended with outsized volatility in equity markets. Even on days with no particular news for the market to digest, the normally quiet final week of the year featured dramatic price swings. Analysts blamed the market’s anxiety on falling economic

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U.S. Economic & Interest Rate Outlook

U.S. Economic & Interest Rate Outlook

🕔14:04, 10.jan 2019

2018 ended with outsized volatility in equity markets. Even on days with no particular news for the market to digest, the normally quiet final week of the year featured dramatic price swings. Analysts blamed the market’s anxiety on falling economic

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Global Growth under Pressure in 2019

Global Growth under Pressure in 2019

🕔03:04, 10.jan 2019

Trade war and Federal Reserve weigh on global economy The global economic environment has deteriorated noticeably in the 2nd half of 2018. In our opinion the main reasons for this are the geopolitical agenda of the Trump administration (e.g. the

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investing in the twilight zone

investing in the twilight zone

🕔14:04, 3.jan 2019

The economic expansion of the last decade has been a consistent tailwind for financial assets. We see next year as the start of the twilight zone between expansion and an eventual downturn that will likely mark the end of the

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House View 2019 Outlook

House View 2019 Outlook

🕔11:02, 3.jan 2019

The Aviva Investors House View document is a comprehensive compilation of views and analysis from the major investment teams. The document is produced quarterly by our investment professionals and is overseen by the Investment Strategy team. Each quarter we hold a

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Zoek

Asset Allocation Consensus September

Evenementen

  1. InsingerGilissen – ‘duurzaam beleggen is de nieuwe norm’

    december 10 @ 08:30 - 11:30
  2. IPF – Besturen en beleggen in 2020

    december 12 @ 10:00 - 16:00
  3. CFA – Macro-economic forecast for 2020

    december 12 @ 15:30 - 19:00
  4. JP Morgan – 2020: A make or break year?

    december 12 @ 17:30 - 21:30
  5. Asset Management Kerstborrel

    december 17 @ 17:30 - 22:00

Twitter

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

Obligaties uit frontier markets keren nog wel hoge coupons uit en de default-kans is verrassend laag. "Er moet veel gebeuren om negatief te eindigen," zegt Thomas Christiansen van @UBP_Group @IEXProfs https://t.co/gDP9nspIJw

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