Understanding personal behaviours and motivations when investing is important to help make the right decisions – especially when external pressures are at play. People who invest are faced with countless decisions about which investments to choose, each with …
Viewpoints from the Global Investment Committee While each election season is unique, this year’s is unprecedented. The global pandemic has been the dominant driver of the economy and financial markets, and will surely figure prominently in the election’s outcome. As
After more than a decade of below‑target inflation in the U.S., some investors are speculating that inflation may finally rise due to the magnitude of monetary stimulus coinciding with fiscal stimulus supporting the economic recovery from the coronavirus‑induced …
T. Rowe Price Insights on Global Technology We believe the sector’s long-term growth stories remain strong. The recent pullback in technology stocks strikes us as a normal bout of profit taking after the sector’s strong run. Although the broad-based sell-off can
Counterpoint Global Insights Expectations and the Role of Intangible Investments
Investment Perspective The relentless run in risk assets over the last five months finally faded a bit in early September, as the S&P 500 fell nearly 8% and the tech-heavy NASDAQ fell 11%. This year’s returns have been heavily influenced
Over the last five months, market participants have been following the COVID-19 pandemic as it has evolved into a global health crisis and forced various forms of lockdown across the world. The next 12-18 months …
Think global Bringing women into the labour force increases the productivity of companies and cities. Various studies cite a number of reasons to support this conclusion. The most obvious cause is that the economy simply loses out on the talents,
The greening of the global economy presents significant opportunities to investors. However, investors and policymakers face a common challenge: How can green business activities be systematically identified, categorized …
Multi-Asset Solutions Weekly Strategy Report Global markets and multi-asset portfolios In late August, Japanese Prime Minister Shinzo Abe announced his resignation because of health problems. Abe had served for nearly eight years, with his administration lending stability to Japanese politics
#36 It was a bit quiet in webinar-world the past month, but this month our calendar is quite busy again. For example, next week Capital Group hosts a webinar called “10 investment themes for the next 10 years“. The week
Global Fixed Income Strategy In November 2018, the US Federal Reserve (Fed) announced that it would conduct a broad review of its monetary policy framework. The new framework will likely shape monetary policy in …
Provide a macro overview of Family Offices and global trends within the industry Offer key learnings from selected best in class family offices
Global markets and multi-asset portfolios The rebound in global equities has been quite dramatic, but so too has been the recovery in the market pricing of inflation, especially in the U.S. Since March, 10-year U.S. CPI swaps and Treasury inflation
Evaluating the four P's (Pandemic, Policy, Pricing and Portfolios) The first half of this year has been dominated by the spreading coronavirus pandemic and the policy response to it. The latter has been overwhelming; both monetary and fiscal policy are
Global Asset Allocation Year-to-date growth stocks have outperformed value by over 30%, not only in the downturn given their defensive characteristics, but also during the recovery. While growth stocks have …
Counterpoint Global Insights Markets have become more sophisticated over time as the result of the growth in institutional money management, financial innovation, and sharply lower technology costs. Large institutional investors, including …
#33 After a very warm week, rain has finally come. This week we’ve got a few very different best read research articles for you. Fifth place is taken by “There Is No Planet B” by Columbia Threadneedle Investments: “Pandemic, No
#32 The temperature in the Netherlands is going to be very high coming weekend. Therefore, please find our Top Five of week #32 right here, so you have something to read while drinking something cool! The monthly Global Investment Views
Will it change our style and perception of value? This paper focuses on ESG in the context of the Covid-19 ‘coronavirus’ pandemic, specifically in the syndicated European bank loan market. Amid the global health crisis, there has been a renewed
Global Macro Outlook Behavioral changes slowing growth over the coming quarters Household sector – Increase in precautionary savings for households, similar to what we saw after the Great Depression in the 1930s – More space between seats at restaurants, cinemas,
Allocation views Last month in Allocation Views, we wrote about financial markets becoming inured to the publication of data that had been shockingly weak. Indeed, the level …
The growth of Exchange Traded Funds over the last two decades is one of the most striking revolutions financial services have been through. Lots of explanations are being put forward to explain the incredible attention those products have raised. Few
Interview with Jeremy Anagnos, CFA Last Wednesday, 15 July 2020, Nordea AM hosted their weekly Morning Espresso session. The session starts with Sébastien Galy, Senior Macro Strategist, who gives a macro
10 PREDICTIONS FOR 2020: MIDYEAR UPDATE THE RECESSION WAS LESS SEVERE AND THE RECOVERY HAS (SO FAR) BEEN QUICKER THAN MANY EXPECTED. There is no doubt that the economic downturn was incredibly deep and painful. According to the IMF, U.S.
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