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September Eurozone Pmis Signal A Widening Contraction In Manufacturing And Services

September Eurozone Pmis Signal A Widening Contraction In Manufacturing And Services

🕔15:05, 10.okt 2019

September Eurozone PMIs further challenged the optimism in hard data mounting the uncertainty underlying the economy. As a matter of fact, the newly released data confirmed the softening momentum of the Eurozone manufacturing and service sectors. Risks remain tilted to

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The Hunt For Europe’s Tenbaggers

The Hunt For Europe’s Tenbaggers

🕔13:48, 1.okt 2019

“In Wall Street parlance a “tenbagger” is a stock in which you’ve made ten times your money. I suspect this highly technical term has been borrowed from baseball, which only goes up to a fourbagger, or home run. In my

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Super Mario goes out with a bang

Super Mario goes out with a bang

🕔09:49, 23.sep 2019

Mario Draghi reacted to the increased economic risks to the economic outlook with a bold package of monetary easing measures. The extent to which this package in time supports the economy depends in large part on whether it encourages government

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Central and Eastern Europe defying gravity?

Central and Eastern Europe defying gravity?

🕔16:59, 19.sep 2019

Recently-published flash estimates of GDP growth in Central and Eastern Europe (CEE) depict a rather supportive picture of economic activity in the second quarter (Q2) (Exhibit 1). Undoubtedly, the quarterly growth clip decelerated somewhat, but remained laudable with Poland up

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Is the eurozone headed for two decades of Japanstyle slow growth?

Is the eurozone headed for two decades of Japanstyle slow growth?

🕔16:35, 18.sep 2019

Despite it being more than 10 years since the global financial crisis (GFC), the world remains heavily indebted and there is no realistic prospect of that debt reducing in the short or medium term. Barring glaring historical exceptions (such as

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The Survivability of the Euro

The Survivability of the Euro

🕔18:05, 9.sep 2019

Part I: Reform, Relevance and Robustness The Survivability of the Euro, the second white paper in our Future of Europe series, offers a framework for assessing efforts begun in the past decade to strengthen the euro. The paper is presented

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CEE Market Insights

CEE Market Insights

🕔12:42, 9.sep 2019

The US dollar’s strength did not do CEE currencies much good and while there were, in some cases, local factors behind the fall (especially in Hungary, where the HUF hit an all-time low), the decline in regional FX could mostly

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CEE Market Insights

CEE Market Insights

🕔12:42, 27.aug 2019

Market Outlook While markets were waiting for Fed Chair Powell’s speech on Friday, Donald Trump announced new tariffs which had a negative sentiment impact. The mood was already rather fragile before Friday, but CEE currencies were – mostly – more

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Europe’s equity markets look undervalued

Europe’s equity markets look undervalued

🕔13:32, 20.aug 2019

Economic activity is flagging and Eurosceptic groups gained some ground at the recent European elections, but Europe is cheap compared with other markets. There has been an extraordinary turnaround in central bank monetary policy. The US Federal Open Markets Committee

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Are European Energy Companies Sustainable Investments?

Are European Energy Companies Sustainable Investments?

🕔10:31, 16.aug 2019

Oil and gas producers are oen seen as vulnerable to global efforts aimed at curbing climate change. But some European energy groups might become part of the solution to climate change rather than part of the problem. 

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Talent, clusters and scale: Identifying European office markets in the era of knowledge capitalism

Talent, clusters and scale: Identifying European office markets in the era of knowledge capitalism

🕔17:28, 9.aug 2019

Key points The role of a city today is to facilitate knowledge exchange and information sharing to nurture idea creation. The cities that do this best are those that are able to attract talent, cultivate clusters of high value add

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European Retail Parks – What’s Next?

European Retail Parks – What’s Next?

🕔17:15, 9.aug 2019

In recent years, European retail parks have experienced a significant transformation with regard to the breadth of tenant mix and quality of design.  

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Finding Value in US Financials

Finding Value in US Financials

🕔13:27, 7.aug 2019

Strategy Espresso Theme of the week: Finding Value in US Financials  What Rate Cut? On the day the Federal Reserve announced its first rate cut since 2008, the US Financials sector outperformed the S&P 500 despite what is traditionally assumed as a negative

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Macro Weekly: “Worse and worse”

Macro Weekly: “Worse and worse”

🕔18:56, 30.jul 2019

Business confidence in manufacturing falls further, almost everywhere Eurozone heading for stagnation (or worse?) ECB to provide fresh stimulus in September

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Weekly Bond Bulletin

Weekly Bond Bulletin

🕔16:29, 24.jul 2019

How low can we go? With the European Central Bank (ECB) set to resume quantitative easing, can European high yield spreads return to their lows of the last time around?

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US, China firm, Europe feeble

US, China firm, Europe feeble

🕔15:03, 24.jul 2019

Macro Weekly Recent US economic data paints a picture of an economy that is unlikely to fall into recession any time soon. The current expansion is easily going to be the longest on record (records going back to the second

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BII Global weekly commentary

BII Global weekly commentary

🕔14:42, 23.jul 2019

Why we upgrade European assets We have closed our underweight in European equities and credit, and upgraded government bonds to overweight. The impetus? We see the European Central Bank (ECB) delivering fresh stimulus over coming months, against a backdrop of

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Active or Passive? Investing in euro corporate bonds

Active or Passive? Investing in euro corporate bonds

🕔15:24, 16.jul 2019

A relatively benign G20 summit and expectations for easier financial conditions ahead have boosted demand for emerging market debt. However, areas of value can still be found. Fundamentals: The growth trajectory of emerging markets remains intact following the recent G20

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Economic Outlook

Economic Outlook

🕔04:07, 13.jul 2019

Trade Dispute and Brexit are Driving the Outlook Economic outlook should gradually improve in the second half Global economic growth continued to suffer in the first half of 2019 due to the trade dispute and the uncertainty surrounding Brexit. By

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Macroprudential stress test of the euro area banking system

Macroprudential stress test of the euro area banking system

🕔15:33, 12.jul 2019

This paper presents an approach to a macroprudential stress test for the euro area banking system, comprising the 91 largest euro area credit institutions across 19 countries. The approach involves modelling banks’ reactions to changing economic conditions. It also examines

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CEE Market Insights

CEE Market Insights

🕔04:07, 10.jul 2019

Market outlook The CEE FX market was calm last week due to lower liquidity resulting from the public holiday in the US. The impact of the positive outcome of the G20 summit was short-lived and limited to the zloty, as

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Market Flash : Markets Applaud New European Appointments

Market Flash : Markets Applaud New European Appointments

🕔11:02, 8.jul 2019

Market flash Meanwhile, the European Union made a number of senior appointments. After lengthy negotiations, a reflection of Europe’s very politically diverse nature, Ursula von der Leyen was put forward as European Commission president while Christine Lagarde was proposed as

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Index Dashboard: S&P Europe 350® Factor Indices

Index Dashboard: S&P Europe 350® Factor Indices

🕔11:02, 2.jul 2019

European equities continued their rally into Q2 with the S&P Europe 350 rising 3%, modest compared to its stellar first quarter gains of 13%.  Most of our core European factor indices rose in the second quarter, with the S&P Europe

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European Private Equity Activity 2018

European Private Equity Activity 2018

🕔15:11, 26.jun 2019

Introduction to Invest Europe Invest Europe is the voice of investors in privately-held companies in Europe.  – Invest Europe is the association representing Europe’s private equity, venture capital and infrastructure sectors, as well as their investors. – Our members take

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Three themes for European equities to be back in focus

Three themes for European equities to be back in focus

🕔15:00, 24.jun 2019

Volatility is here to stay. Markets are hostages of very volatile news flow. Trade-related anxiety is driving the swing (pessimism of a broken deal between China and US led to a correction in May while the renewed hope of a

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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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