Terug naar de HomePage

Tag "europe"

Why invest in European ABS?

Why invest in European ABS?

🕔17:11, 20.jan 2020

FocusPoint In the current low-yield environment, European fixed income investors need to look to alternative asset categories to increase the yield of their portfolios. Given the current stage of the credit cycle, though, they generally have no desire to increase

Lees het volledige artikel
Vanguard’s global outlook for 2020

Vanguard’s global outlook for 2020

🕔16:43, 20.jan 2020

Global economy: Trade tensions and broader uncertainty drag on demand and supply The continued slowdown in global growth foreseen a year ago has been accentuated during 2019 by a deterioration in the global industrial cycle. A broad escalation of policy

Lees het volledige artikel
Records, surprises and opportunities

Records, surprises and opportunities

🕔07:10, 17.jan 2020

Cross Asset Investment Strategy As we approach the year-end, a look back over the past 12 months reminds us how unconventional this year of records has been. On the upside, equities rallied to historical highs in December and fixed income

Lees het volledige artikel
Top Risk 2020

Top Risk 2020

🕔14:06, 14.jan 2020

2020 is a tipping point. 2020 is a tipping point.We’ve lived with growing levels of geopolitical risk for nearly a decade, but without a true international crisis. Outside of geopolitics, global trends have been strongly favorable. That’s now changing. Globalization is key.

Lees het volledige artikel
European Equities according to Mark Denham

European Equities according to Mark Denham

🕔07:15, 10.jan 2020

Since Mark Denham took over the Carmignac Portfolio Grande Europe fund (SICAV) in 2016, he has demonstrated a rigorous approach to stock selection while also maintaining an unwavering belief in the importance of socially responsible investment. These qualities have led

Lees het volledige artikel
Think European cities Trends & tactics 2020 outlook

Think European cities Trends & tactics 2020 outlook

🕔13:10, 7.jan 2020

Eurozone output remains positive, but sluggish, with Consensus forecasts of 1.1% for 2019. National data showed that Q3 2019 GDP growth remained stable in Italy (0.1%), Spain (0.4%) and France (0.3%). However, the slump affecting the export-oriented manufacturing sector, most

Lees het volledige artikel
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. –

Lees het volledige artikel
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

Lees het volledige artikel
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

Lees het volledige artikel
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

Lees het volledige artikel
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. 

Lees het volledige artikel
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

Lees het volledige artikel
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

Lees het volledige artikel
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

Lees het volledige artikel
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

Lees het volledige artikel
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

Lees het volledige artikel
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

Lees het volledige artikel
: 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

Lees het volledige artikel
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%

Lees het volledige artikel
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

Lees het volledige artikel
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

Lees het volledige artikel
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

Lees het volledige artikel
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

Lees het volledige artikel
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

Lees het volledige artikel
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

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