Terug naar de HomePage

Tag "global"

CFA – Workshop: The role of energy and metals in an investment portfolio AMSTERDAM

🕔16:30, 29.okt 2019

Join CFA Sociey VBA Netherlands and experts from CME Group for an in-depth workshop on: The role of energy and metals in an investment portfolio The outlook on risk and return of commodity markets can form the basis of portfolio construction.

Lees het volledige artikel
Global Equity Ratings

Global Equity Ratings

🕔09:07, 21.okt 2019

Preferred Sectors: Health Care, Technology and Consumer

Lees het volledige artikel
Equities around the world

Equities around the world

🕔10:08, 9.okt 2019

Jeremy Podger and other members of our global equities team met recently for their quarterly review covering macro, markets and stocks and where they think the world is heading from an equity investing perspective. Take a look at the areas

Lees het volledige artikel
Finding Sustainable Sources of Excess Returns

Finding Sustainable Sources of Excess Returns

🕔12:44, 1.okt 2019

Adopt a truly global approach, delve deeper, and have high conviction.  We have enjoyed a remarkable period for equity investing since the global financial crisis, marked by both volatility and opportunity on an unprecedented scale. Since the launch of the

Lees het volledige artikel
Seek high yield opportunities, but be aware of liquidity conditions

Seek high yield opportunities, but be aware of liquidity conditions

🕔18:24, 30.sep 2019

Investment Insights Blue Paper The backdrop for global high yield Theme 1: Central bank dovishness Speculative grade bonds have been among the major benefi ciaries of the rapid turn of both Fed and ECB monetary policy stances to much more

Lees het volledige artikel
Infographic: A snapshot of the world economy in September 2019

Infographic: A snapshot of the world economy in September 2019

🕔13:43, 19.sep 2019

 Infographic: A snapshot of the world economy in September 2019

Lees het volledige artikel
Thinking Ahead Institute / Pensions & Investments World 300

Thinking Ahead Institute / Pensions & Investments World 300

🕔17:48, 10.sep 2019

AUM in the Top 300 fell by 0.4% in 2018, a sharp contrast from the previous year’s growth of 15.1% The top 20 funds’ AUM fell by 1.6% in 2018 North America remains the largest region

Lees het volledige artikel
A cycle like no other

A cycle like no other

🕔15:37, 10.sep 2019

The economy looks good now, the outlook less so. That's nothing new in this atypical cycle. Caution is warranted.  What a good run markets are having! And why not? The labor markets in the U.S. and parts of Europe are

Lees het volledige artikel
It Takes a Strong Woman to Stand Up to a Bully

It Takes a Strong Woman to Stand Up to a Bully

🕔17:06, 9.sep 2019

Danish Prime Minister Mette Frederiksen gives Trump a firm ‘no’ as he tries to buy Greenland, despite his lack of ‘green’ credentials. Following the market turbulence in the first half of August, financial markets had a quieter week. Volatility indicators,

Lees het volledige artikel
Global Investment Views September

Global Investment Views September

🕔09:32, 9.sep 2019

Back to school. Back to normal? Financial markets have been rattled in the past weeks over escalating trade war between the US and China as both imposed tariffs and counter-tariffs on imports. Idiosyncratic risks stories in countries such as Argentina

Lees het volledige artikel
How trade wars are rocking the wobbly world economy

How trade wars are rocking the wobbly world economy

🕔13:30, 5.sep 2019

Following the latest escalation of tensions, we are downgrading our forecasts for growth.  The trade wars are taking a toll on the outlook for the world economy. We now expect global growth of 2.6% this year and 2.4% next (previous

Lees het volledige artikel
Global Equity Ratings

Global Equity Ratings

🕔11:47, 2.sep 2019

Preferred Sectors: Health Care, Technology and Consumer

Lees het volledige artikel
Value investing in emerging markets: lessons from history

Value investing in emerging markets: lessons from history

🕔17:45, 30.aug 2019

Emerging markets are a lot less emerging than they used to be. A more integrated global economy means that the world has become smaller. Investors and managers no longer suffer from limited visibility into markets, and the transparency around the

Lees het volledige artikel
A research study looking at structural shifts in the global economy and how they affect our investment thinking

A research study looking at structural shifts in the global economy and how they affect our investment thinking

🕔17:39, 30.aug 2019

Megatrends A confluence of global megatrends is prompting structural shifts in many industries and changing the drivers of corporate earnings. Most major economies are undergoing powerful shifts in their demographic profiles, while resource scarcity and climate change are coming under

Lees het volledige artikel
Economic and Strategy Viewpoint

Economic and Strategy Viewpoint

🕔10:56, 26.aug 2019

Global economy: teetering on the edge – We are downgrading our forecasts for global growth as a consequence of the recent escalation of the trade wars between the US and China. We now expect 2.6% GDP growth this year and

Lees het volledige artikel
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

Lees het volledige artikel
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.

Lees het volledige artikel
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

Lees het volledige artikel
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

Lees het volledige artikel
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.

Lees het volledige artikel
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

Lees het volledige artikel
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

Lees het volledige artikel
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

Lees het volledige artikel
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

Lees het volledige artikel
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

Lees het volledige artikel

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

Load More...

Zoek op datum

oktober 2019
M D W D V Z Z
« sep    
 123456
78910111213
14151617181920
21222324252627
28293031