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Engaging the Next Generation in Philanthropy

Engaging the Next Generation in Philanthropy

🕔16:53, 6.aug 2019

Your charitable giving has allowed you to make a lasting imprint on society, your community and the world. Now you would like your children and grandchildren to become involved in charitable giving. Including younger family members in your philanthropic activities

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Global weekly commentary

Global weekly commentary

🕔14:42, 1.aug 2019

Weekly Commentary Key points 1 We see government bonds retaining their crucial role as portfolio ballast, even after their yields have plunged. 2 The European Central Bank (ECB) kept interest rates unchanged, but explicitly opened the door to future easing.

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The intelligence that guides our investment decisions

The intelligence that guides our investment decisions

🕔17:28, 31.jul 2019

House View Q3 2019   Prepare for the worst, hope for the best The outlook for the global economy has deteriorated over recent months. Despite a somewhat more positive start to the year than expected, with growth in both the United

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Global Perspectives

Global Perspectives

🕔17:09, 31.jul 2019

Global Perspectives The global economy has now entered the longest expansionary phase on record and yet we believe that there is still further to go. A recession is inevitable at some point; however, the current market conditions do not suggest

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Marktvooruitzichten Voor Het Tweede Halfjaar Van 2019

Marktvooruitzichten Voor Het Tweede Halfjaar Van 2019

🕔17:28, 26.jul 2019

Wereldwijde groei zou moeten aantrekken als de handelsgeschillen niet verergeren. Dalende obligatierendementen wijzen op een omslag in de monetaire verwachtingen.

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Beleggen in een 50/50-wereld

Beleggen in een 50/50-wereld

🕔17:08, 26.jul 2019

Welkom in een nieuwe wereld. Er is nog steeds geen handelsdeal en de winstherzieningen zijn verslechterd. Bovendien zijn centrale banken over de hele wereld nu nog milder dan in het vorige kwartaal. Onze vooruitzichten voor ontwikkelde markten blijven neutraal en

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Exchange-Traded Funds in General Accounts

Exchange-Traded Funds in General Accounts

🕔17:49, 19.jul 2019

After weeks of relative stability, the threat of a trade war has returned, shaking investor confidence and awakening markets from complacency. However, while there is still a significant optimism in the market that a deal can be struck, we believe

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Striking the Right Balance

Striking the Right Balance

🕔17:27, 19.jul 2019

Global outlook In This Report The prospect of a downturn almost appears to have been factored in as an inevitability due to the length of the current real estate cycle, and sentiment is under pressure from weaker news on global

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Global weekly commentary

Global weekly commentary

🕔10:56, 17.jul 2019

Weekly Commentary Key points 1 A dovish pivot by global central banks should extend the length of this economic cycle, supporting our upgrade to emerging market (EM) debt. 2 Remarks last week from the chair of the Federal Reserve appeared

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Global Investment Outlook

Global Investment Outlook

🕔13:02, 13.jul 2019

The key change in our outlook is that we now see trade and geopolitical frictions as the principal driver of the global economy and markets. This leads us to downgrade our growth outlook further and take a modestly more defensive

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A Long Restructuring for Global Trade

A Long Restructuring for Global Trade

🕔11:02, 12.jul 2019

Like most periods of economic transition, the current rethinking and reshaping of global supply chains — heightened by US-China trade tensions, but begun earlier — is marked by uncertainty, lack of clarity, and even questions about whether it is actually

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Economic Outlook

Economic Outlook

🕔17:02, 10.jul 2019

Economic Outlook – Political risk is ‘trumping’ economics, with populism, disparate prosperity, and stirrings that globalisation needs to reverse all offering a paradigm shift that may prove as forceful as the fall of communism in 1989, and even the New

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Global Fixed Income Strategy

Global Fixed Income Strategy

🕔17:02, 10.jul 2019

In April, we wrote about the US Federal Reserve’s (Fed) evolving thoughts on its policy making framework as it considers a shift to average inflation targeting. This new framework would allow the Fed to be patient while average inflation increases

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Expect a tougher climb

Expect a tougher climb

🕔17:02, 10.jul 2019

Global Investment Committee Outlook  Time for more defense  Nuveen’s investment theme in 2019 has been Expect a tougher climb. A straightforward declaration, but one with nuance and range: For the first half of the year, the emphasis was still on

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CIO VIEW

CIO VIEW

🕔14:02, 2.jul 2019

G20 meeting ended with little progress. But postponed tariff hikes are not canceled ones.   The G20 meeting in Osaka, Japan, ended on Saturday as expected: inconsequential, with a non-binding final declaration. More important were the talks on the fringes of

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Coffee Break 1-7-2019

Coffee Break 1-7-2019

🕔14:02, 2.jul 2019

De voorbije week in een notendop: – De G20 hebben het ergste vermeden, maar konden het beste niet waar maken toen de Amerikaanse en Chinese presidenten elkaar in de marge van de top ontmoetten. – De Europese leiders moeten nog

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Global weekly commentary

Global weekly commentary

🕔14:02, 2.jul 2019

Global weekly commentary Key points 1. Oil and related securities have lagged despite a spike in Gulf tensions. We see selected opportunities, but expect oil to be range-bound. 2 Global stocks edged lower ahead of a key meeting between U.S.

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Uncommon truths – Global debt review 2019

Uncommon truths – Global debt review 2019

🕔19:02, 30.jun 2019

The global debt burden again fell slightly in 2018, with notable declines in some European countries. Emerging market (EM) countries have less debt but offer higher real yields. Some so-called “safehavens” have surprising amounts of debt.

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Stick to the Plan

Stick to the Plan

🕔17:02, 30.jun 2019

Global Macro Trends With all the geopolitical ‘noise’ swirling around these days, there is a growing propensity in the investment community to react quickly to near-term news flows, or even head to the sidelines until there is greater visibility. Our

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Barometer of financial markets, June investment outlook

Barometer of financial markets, June investment outlook

🕔17:02, 30.jun 2019

Barometer: More pain to come Fresh trade tensions raise concerns about prospects for both the global economy and equity markets. 

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Global Equity Ratings

Global Equity Ratings

🕔04:04, 20.jun 2019 Lees het volledige artikel
A Secular Outlook

A Secular Outlook

🕔13:02, 19.jun 2019

It gives me great pleasure to introduce our 7th Secular Outlook. With this publication, we aim to draw on past experiences to shed light on the future. Looking back, the period since the 2008 financial crisis has been unusually kind

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Engaging the future

Engaging the future

🕔17:02, 13.jun 2019

The real estate industry is well accustomed to dealing with cyclical change. However as we look to the future, it is essential to understand the fundamental structural change and disruption occurring in the industry. A collaboration between Nuveen Real Estate

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Megatrends The forces shaping our future

Megatrends The forces shaping our future

🕔17:02, 13.jun 2019

A research study looking at structural shifts in the global economy and how they affect our investment thinking. A confluence of global megatrends is prompting structural shifts in many industries and changing the drivers of corporate earnings. Most major economies

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EM Fixed Income

EM Fixed Income

🕔11:02, 13.jun 2019

Our views for the coming months  After a strong start of the year, with EM sovereign bonds up 7.6%, EM corporate bonds up 6.8% and EM local bonds up 3.0% in USD terms, we expect carry to be the primary

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Zoek

Asset Allocation Consensus Augustus

Evenementen

  1. 3de nazomer ETF BBQ

    september 4 @ 17:00 - 21:00
  2. IPFOS – Bestuurders Conferentie 2019

    september 5 @ 14:00 - 18:00
  3. BASEL IV, Uitdagingen in de Praktijk

    september 5 @ 15:30 - 19:00
  4. Invesco & Schroders – Real Assets & Energy Transition

    september 10 @ 09:30 - 13:00
  5. Candriam – Sustainbale Investment Conference

    september 12 @ 13:30 - 20:30

Twitter

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Columbia Threadneedle writes: "Core #governmentbond #yields continued their lurch lower as volatility remained elevated, driven by further escalation in trade rhetoric and..." - Read the whole article here: https://t.co/65rGTbksaz #assetallocation

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