Terug naar de HomePage

Tag "emerging markets"

3 tips for investing in the low-carbon transition

🕔12:48, 17.jan 2020

We’ve read the headlines. Extreme weather events from wildfire to floods are forcing governments and companies around the world to consider climate-related risks as they plan for the future. Reducing greenhouse gas (GhG) emissions has been central to these plans

Lees het volledige artikel
Global Alternatives Outlook

Global Alternatives Outlook

🕔18:01, 15.jan 2020

MACROECONOMIC OUTLOOK Why the global economy—and markets—still have room to run Although some of the risks that have weighed on the global economy may be starting to fade, it is too soon to sound the all-clear. We anticipate that 2020

Lees het volledige artikel
Emerging Markets Debt Monitor

Emerging Markets Debt Monitor

🕔17:16, 13.jan 2020

So you are telling me you will start your diet in 2021? Eaton Vance Management, a pioneer in the emergingmarkets debt space, presents the Emerging Markets Debt Monitor. We provide a comprehensive review of the emerging markets landscape through the

Lees het volledige artikel
2020 Outlook for Emerging Markets Equity Investing

2020 Outlook for Emerging Markets Equity Investing

🕔12:53, 10.jan 2020

While US‑China trade issues still haven’t been resolved, there are reasons to be optimistic about the prospects for emerging markets in the coming year, according to Manraj Sekhon, chief investment officer, Franklin Templeton Emerging Markets Equity. He shares his outlook

Lees het volledige artikel
Why we like health care stocks in 2020

Why we like health care stocks in 2020

🕔17:33, 9.jan 2020

The presidential election year has begun, and the rhetoric around health care policy is likely to get louder as campaigning heats up. Tony DeSpirito talks with Portfolio Manager Erin Xie about the implications for health care stocks. In a year-end

Lees het volledige artikel
The role of inflation-linked bonds in a disinflationary EM environment

The role of inflation-linked bonds in a disinflationary EM environment

🕔11:04, 19.dec 2019

The protection against inflation is a key goal for many investors, especially for those whose liabilities fluctuate with the inflation rate. This has traditionally been particularly important within emerging market (EM) countries as inflation tends to be higher than developed

Lees het volledige artikel
Emerging Markets Corporate Bonds: The Active Opportunity

Emerging Markets Corporate Bonds: The Active Opportunity

🕔17:40, 18.dec 2019

At a time when passive investing continues to gain market share, emerging market (EM) corporate bonds are an asset class that remains inefficient and under-researched enough to reward active security selection, potentially allowing active managers to add value consistently over

Lees het volledige artikel
Emerging opportunities

Emerging opportunities

🕔13:06, 18.dec 2019

Emerging market debt has done well in 2019. Fundamentals for 2020 look reasonable and we see some opportunities, but risks persist, meaning a selective approach appears warranted. 

Lees het volledige artikel
In 2020, the critical number to know is 1.8

In 2020, the critical number to know is 1.8

🕔12:00, 18.dec 2019

Rick Rieder and Russ Brownback argue that contrary to the many year-end outlooks foreseeing either a recession or a rebound in 2020, the most likely path for the economy and markets is more moderate, which can be encapsulated in their

Lees het volledige artikel
Selected geographical issues in the global listed equity market

Selected geographical issues in the global listed equity market

🕔18:34, 16.dec 2019

Executive summary This report summarizes the findings of research MSCI performed as part of the mandate defined by the Ministry of Finance of Norway, as described in the Appendix. Global markets have become increasingly interconnected over time due to more

Lees het volledige artikel
Getting Comfortable with the Uncomfortable

Getting Comfortable with the Uncomfortable

🕔18:28, 16.dec 2019

Asset Allocation Insights Emerging Market Stocks: Getting Comfortable with the Uncomfortable Owning emerging market stocks has been a frustrating experience recently. Since the start of 2018, the MSCI Emerging Markets index has fallen 9.5% in USD terms (3.1% local)1 while

Lees het volledige artikel
Changes to our investing views for 2020

Changes to our investing views for 2020

🕔17:00, 16.dec 2019

We have made meaningful changes to our tactical asset views heading into 2020, including a moderate tilt into cyclical assets. Mike explains. Two dueling forces have shaped asset performance in 2019: the protectionist push and a dovish pivot in monetary

Lees het volledige artikel
What Boris Johnson’s election victory means for UK assets

What Boris Johnson’s election victory means for UK assets

🕔16:04, 13.dec 2019

We expect to see flows back into UK equity and credit now that some of the Brexit uncertainty has been removed. The ruling UK Conservative Party won a large outright majority in Thursday’s election, giving Prime Minister Boris Johnson a

Lees het volledige artikel
Emerging Markets 2020 Outlook

Emerging Markets 2020 Outlook

🕔14:49, 11.dec 2019

Emerging Markets –tomorrow is another day Growth has been weak in 2019, hurt by the US/China trade war and a series of idiosyncratic issues for countries such as India, Brazil, Mexico, Argentina and South Africa. We expect some rebound in

Lees het volledige artikel
Sifting through the froth

Sifting through the froth

🕔19:33, 9.dec 2019

Positive returns across asset classes in 2019 may limit tax loss selling in closed-end funds, but we see potential long term value in select sectors where investors can still buy assets at a discount. 2019 has been a strong year

Lees het volledige artikel
Taking stock of our 2019 views

Taking stock of our 2019 views

🕔17:40, 3.dec 2019

We identified the protectionist push as a key market driver this year but we did not foresee the massive move down in global yields. Scott talks through our 2019 calls. In 2019 the key drivers of global markets have been

Lees het volledige artikel
Rethinking the role of government bonds

Rethinking the role of government bonds

🕔13:00, 27.nov 2019

A resumption of monetary easing and ultra-low bond yields this year challenge the role of government bonds as portfolio ballast. Scott explains. Monetary policy may have reached its limit in stoking growth – and interest rates in some developed markets

Lees het volledige artikel
ESG in credit markets – what’s material?

ESG in credit markets – what’s material?

🕔07:19, 25.nov 2019

Andre Bertolotti and Jaime Maihuire Irigoyen from BlackRock Sustainable Investing share a first-of-a-kind “materiality matrix” showing which ESG characteristics appear most financially relevant across various global credit industries. Sustainable investing – the combination of traditional investment approaches with environmental, social

Lees het volledige artikel
Pressure drop: 5 investing themes for winter

Pressure drop: 5 investing themes for winter

🕔18:30, 22.nov 2019

“Pressure Drop,” the classic Toots and the Maytals song, comes to mind as we see a de-escalation in trade tensions with China, diminishing risks of a no-deal Brexit and few signs that the record U.S. economic expansion is ending or

Lees het volledige artikel
Investors would do well to prepare for greater dispersion

Investors would do well to prepare for greater dispersion

🕔15:44, 20.nov 2019

Rick Rieder and Russ Brownback argue that – in contrast to the past decade of monetary policy lifting all economic boats at once – the years ahead are likely to be characterized by great dispersion between economies, industries and markets.

Lees het volledige artikel
Sustainable investing gains traction in fixed income

Sustainable investing gains traction in fixed income

🕔18:56, 19.nov 2019

Fixed income is quickly catching up in the field of sustainable investing. Brian shares the latest insights. The stock market has been an early player in sustainable investing – while the fixed income market has lagged in data, tools and

Lees het volledige artikel
BRICS Economies & Commodities in the Spotlight

BRICS Economies & Commodities in the Spotlight

🕔12:33, 18.nov 2019

An Emerging Commodity Coalition Why this report? Regardless of size in global GDP, the BRICS are responsible for almost half of consumption and production of commodities. This makes BRICS an interesting topic to address. But the BRICS will face some

Lees het volledige artikel
A positive twist on geopolitical risk?

A positive twist on geopolitical risk?

🕔07:27, 18.nov 2019

Markets hate uncertainty, and the type deriving from geopolitical unrest has been heightened this year. Jeff Shen discusses why there may be a silver lining on the horizon for investors. Geopolitical risks seem to be on a constant crescendo. Each

Lees het volledige artikel
Picking superstar companies in emerging markets

Picking superstar companies in emerging markets

🕔09:30, 15.nov 2019

Size matters. Profitability matters. To identify superstar companies in emerging markets, however, we believe ‘economic moats’ is an important concept. This is also identifying the key factors driving that competitive advantage and how dependent the business is on superior management.

Lees het volledige artikel
Reemergence of EM equities: The dawn of the EM consumer

Reemergence of EM equities: The dawn of the EM consumer

🕔15:03, 14.nov 2019

Looking forward, the emerging market (EM) economic growth differential over developed markets will persist. This should continue to propel the emergence of the EM middle class, providing long-term investors with opportunities in EM equities. This includes not only consumer sectors

Lees het volledige artikel

Zoek

Twitter

"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.

Global 5G deployment could trigger the emergence of a whole range of new services, say UBP’s experts. Read this piece to find out why and how.

#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

#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

Over 2 weken worden de Asset Allocation Awards uitgereikt aan de beste asset allocators. Alweer voor de vijfde keer!
Hierbij een terugblik vanaf 2016:
https://www.assetallocationawards.nl/terugblik/

Load More...

Zoek op datum

januari 2020
M D W D V Z Z
« dec    
 12345
6789101112
13141516171819
20212223242526
2728293031