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HAS CALM BEEN RESTORED?

HAS CALM BEEN RESTORED?

🕔16:51, 9.dec 2019

2020 Outlook In brief:  – 2019 was marked by a significant slowdown in global growth. – Our scenario for 2020: no recession, despite a slowdown in economic activity in the US and in China and sluggish growth in Europe. –

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Venture Pulse Q3 2019

Venture Pulse Q3 2019

🕔13:54, 7.dec 2019

Global analysis of venture funding Welcome to the Q3’19 edition of KPMG Enterprise’s Venture Pulse — a quarterly report highlighting the key trends, opportunities, and challenges facing the venture capital market globally and in key jurisdictions around the world. Strong

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Compass Autumn 2019

Compass Autumn 2019

🕔13:42, 7.dec 2019

Compass In this quarter’s publication, we focus on Europe – in particular to see if it is still an attractive place to invest despite the apparent headwinds. Europe can often appear a somewhat unwitting victim of events outside of its

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Global growth upgraded as the cycle extends

Global growth upgraded as the cycle extends

🕔16:44, 4.dec 2019

Economic and Strategy Viewpoint December 2019 “We're in the final throes of a very important deal… it's going very well.” President Trump on the US-China trade talks, 26 November, Bloomberg. ​ We are upgrading our global growth forecasts in response to

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Index Dashboard: Europe

Index Dashboard: Europe

🕔10:49, 2.dec 2019

Summary European equities rose this month, for once without any new stimulus from central banks. Instead, improving economic data saw both stock prices and bond yields rise. The S&P Europe 350 gained 3%, keeping it on track for its best year since 2009. 

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CEE to remain among growth leaders in EU

CEE to remain among growth leaders in EU

🕔11:01, 27.nov 2019

Throughout the year, CEE economies have been among the growth leaders in Europe. We expect them to remain so next year, despite external headwinds that are behind the slowdown. So far, strong domestic demand has been shielding the region from

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A European Climate Emergency Fund

A European Climate Emergency Fund

🕔10:56, 20.nov 2019

How a European joint debt issuance initiative could help fund the green transition In this paper, we explain how a European joint debt issuance instrument could help fund the green transition, drawing on the successful experience of the ESM in

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Europe’s role in a changing global economy

Europe’s role in a changing global economy

🕔17:09, 19.nov 2019

Philip R. Lane Member of the Executive Board European Commission Directorate General for Economic and Financial Affairs Annual Research Conference

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Stoxx 600 Earnings Outlook – European Aggregate Estimates And Revisions

Stoxx 600 Earnings Outlook – European Aggregate Estimates And Revisions

🕔09:35, 19.nov 2019

Third quarter earnings are expected to decrease 4.7% from Q3 2018. Excluding the Energy sector, earnings are expected to decrease 1.7%.   Third quarter revenue is expected to increase 1.5% from Q3 2018. Excluding the Energy sector, revenues are expected to

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The stage is set for a rebound in unloved European value stocks

The stage is set for a rebound in unloved European value stocks

🕔18:10, 18.nov 2019

Investors have been troubled by the region recently, with a growing feeling that it is mirroring Japan’s ‘lost decade’. But there are reasons to be positive about it, and we are bullish on defensive stocks which we believe are currently

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CEE Market Insights GDP growth in 3Q to remain relatively strong.

CEE Market Insights GDP growth in 3Q to remain relatively strong.

🕔11:31, 12.nov 2019

This week is all about Thursday and flash GDP data releases for the third quarter in most CEE countries. Despite all the odds stemming from the worsening external environment and recent weakening of market sentiment, we expect the region to

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: Deescalation in trade conflict, Europe’s growth nevertheless weak

: Deescalation in trade conflict, Europe’s growth nevertheless weak

🕔07:50, 12.nov 2019

Week Ahead  Settlement of trade disputes within reach? The stock and bond markets seem to be increasingly optimistic that one day the specter of trade conflicts will come to an end. China and the United States have agreed in recent

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Policy easing stepped up as economic weakness extends

Policy easing stepped up as economic weakness extends

🕔13:01, 8.nov 2019

Global Snapshot US Fed divisions The Federal Reserve’s Open Market Committee cut the Fed funds target rate by half a percentage point during Q3 but members were divided on the prospect of a further reduction. Core inflation rose to 1.8%

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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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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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