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T. Rowe Price – Webinar – 2021 Global Credit Outlook with Justin Gerbereux

🕔14:00, 8.Dec 2020

Webinar – 2021 Global Credit Outlook with Justin Gerbereux Not since the Global Financial Crisis have corporate bond investors faced such a rollercoaster of selloffs and rallies, not to mention a wave of ‘fallen angels’ and credit defaults. As we

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Global gold-backed ETFs: A popular gateway to the gold market

Global gold-backed ETFs: A popular gateway to the gold market

🕔11:35, 2.Dec 2020

Global gold ETFs: A popular gateway to the gold market Gold-backed exchange-traded funds and similar products (gold ETFs)1 have flourished since their introduction in 2003, attracting both institutional and retail investors across the globe.2 Recently, gold has become globally accepted

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Investment Outlook 2021 – Legacy of the Lockdowns

Investment Outlook 2021 – Legacy of the Lockdowns

🕔09:54, 1.Dec 2020

Investment Outlook 2021 – Legacy of the Lockdowns   TAKEAWAYS The global economy faced a crisis of unprecedented magnitude following the coronavirus pandemic lockdowns. A sharp global contraction in early 2020, and possible renewed dip in Europe in the fourth

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There’s No Place Like Housing

There’s No Place Like Housing

🕔09:41, 27.Nov 2020

Global Asset Allocation: The View from EMEA Blue Ripple? A Biden presidency, with Republicans maintaining control of the Senate, is a possible outcome of the US elections. Most polls heading into the election were predicting the possibility of a ‘Blue

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Stimulus-focused recovery remains fragile

Stimulus-focused recovery remains fragile

🕔11:36, 19.Nov 2020

House View  The global economy is recovering from the economic fallout in the first half of the year. The lockdown measures have caused a sharp deceleration in economic activities in the manufacturing and services sectors in the first half of

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Capital Group – Webinar – Global corporate bonds: a time for selectivity and stringent credit analysis

🕔12:00, 17.Nov 2020

Webinar – Global corporate bonds: a time for selectivity and stringent credit analysis Global credit markets have recovered strongly since the peak of the sell-off experienced in March. With credit spreads having tightened considerably since then, how attractive are the

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Long-Term Capital Market Assumptions

Long-Term Capital Market Assumptions

🕔11:39, 10.Nov 2020

2021 | 25th annual edition Time-tested projections to build stronger portfolios A global pandemic can shift our perspective, making it more difficult to focus on the future. But, of course, this is the essential task of any long-term investor, regardless

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Forecasts Q4 2020

Forecasts Q4 2020

🕔13:16, 6.Nov 2020

"After this year’s deep contraction, the global economy is primed to rebound strongly in 2021, although the nature of the recovery will differ by sector and region."

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Quarterly macro and market insights

Quarterly macro and market insights

🕔07:52, 4.Nov 2020

From Capital Group’s fixed income team  The global economy has stabilised sooner than had been anticipated. Unprecedented fiscal and monetary policy responses have helped, though pre-COVID economic levels may still not be recovered for another one to three years. The

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The economy is deglobalizing, should my portfolio too?

The economy is deglobalizing, should my portfolio too?

🕔14:56, 3.Nov 2020

Global Investing Of course, the impact of next week’s elections in the US goes well beyond the economic and financial realm, but from our narrow angle, we will follow the results across two dimensions. One is volatility: whether a winner

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Liquidity trends in the wake of Covid-19: implications for portfolio construction

Liquidity trends in the wake of Covid-19: implications for portfolio construction

🕔13:09, 2.Nov 2020

CIO INSIGHTS Liquidity in global financial markets came under extreme pressure in late February/March, when market participants started fearing that the Covid-19 outbreak would become a global pandemic. The resulting lockdown measures threw the global economy into an unprecedented deep

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Multi-Asset Solutions Monthly Strategy Report

Multi-Asset Solutions Monthly Strategy Report

🕔13:25, 22.Oct 2020

Global markets and multi-asset portfolios  The coronavirus pandemic has dominated news flow throughout 2020. Looking forward, even after the first acute phase of the pandemic has passed, its imprint on our economy and indeed on the very fabric of our

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T. Rowe Price – Webinar – Global Markets and the Implications for Asset Allocators – Q4 2020

🕔11:00, 22.Oct 2020

Webinar – Global Markets and the Implications for Asset Allocators – Q4 2020 Please join us on 22 October at 10:00am GMT / 11:00am CET for our quarterly asset allocation webinar. Yoram Lustig, Head of Multi-Asset Solutions EMEA, will discuss

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20/20 vision: a clearer path for growth

20/20 vision: a clearer path for growth

🕔11:11, 21.Oct 2020

Viewpoints from the Global Investment Committee  The question seems to come up consistently in investment meetings and in every conversation with fellow investors – from retirement plans managing their asset/ liability mix, insurance companies providing guaranteed income and individual investors

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The trajectory of the dollar suspended at the American election

The trajectory of the dollar suspended at the American election

🕔13:22, 20.Oct 2020

The financial panic caused by Covid-19 and the halt in the global economy have been brought under control thanks to budget plans and monetary action by central banks. Having seen the dollar plummet at the height of the crisis, accelerated

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Highlights of last week: US Treasury yields and a search for visibility

Highlights of last week: US Treasury yields and a search for visibility

🕔10:15, 19.Oct 2020

#42 In October, there is no lack of webinars. This week our event calendar includes 11 webinars! For example, on Tuesday 20 October, KraneShares hosts a Virtual Conference called “The Next Chapter for China” and on Thursday 22 October, T.

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The Big Book of Trends & Thematic Investing

The Big Book of Trends & Thematic Investing

🕔13:03, 15.Oct 2020

For hundreds of millions of people, March 2020 was a watershed. Within days, the Covid19 pandemic had triggered powerful shockwaves across the world. Entire populations were put under strict lockdown measures almost overnight. Planes were grounded; and restaurants, museums and

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T. Rowe Price – Webinar – New world, new challenges: Rethinking the investment landscape

🕔11:00, 15.Oct 2020

Webinar – New world, new challenges: Rethinking the investment landscape 2020 has been a year like no other. A global health crisis, as yet without an end in sight, that has transformed the world and is accelerating change across societies.

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Sizing the green economy: Green Revenues and the EU taxonomy

Sizing the green economy: Green Revenues and the EU taxonomy

🕔14:42, 13.Oct 2020

The greening of the global economy presents significant opportunities. However, investors and policymakers face a common challenge: How can green business activities be systematically identified, categorized, and measured across diverse sectors, supply chains and asset classes to mobilize investment at

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Highlights of last week: ESG and a ‘global debt explosion’

Highlights of last week: ESG and a ‘global debt explosion’

🕔08:55, 12.Oct 2020

#41 This week a lot of webinars are being held. For example on Tuesday 13 October Jupiter AM hosts a webinar called “Income: it’s time to think creatively” and on Thursday 15 October T. Rowe Price hosts a webinar called

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UBP – Global Fintech Equity – Product Card

UBP – Global Fintech Equity – Product Card

🕔13:02, 8.Oct 2020

The fintech industry offers a growing and diversified investment universe with more than USD 2 tn market cap depth. Around 180 companies specialising in global payments, financial IT infrastructure, networks & security, data and analytics, insurtech and regtech as well

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UBP – Growth Opportunities in Global Financial Innovation

UBP – Growth Opportunities in Global Financial Innovation

🕔11:25, 8.Oct 2020

UBAM – Global Fintech Equity We are pleased to announce the launch of the new fund UBAM – Global Fintech Equity under the Swiss & Global Equity franchise, which now holds 4bn USD in AUM. Why invest in Fintech? Podcast

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2020 ESG Distribution Study

2020 ESG Distribution Study

🕔14:53, 6.Oct 2020

As we write, the world at large is picking its way carefully through the aftermath of COVID-19, a crisis borne of many mothers, but one which can unquestionably be traced back to environmental and social factors. Businesses are beginning to

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Global Macro Policy Quarterly

Global Macro Policy Quarterly

🕔13:05, 6.Oct 2020

The Big Picture – Economics vs. Health trade-offs still dominate with big divergences  Historically unprecedented times. We are through another quarter battling Covid-19 with optimism around vaccine releases tempered by high global case incidences led by India, Brazil, and the US.

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Biden his time

Biden his time

🕔12:49, 28.Sep 2020

Global Macro Monthly  US President Donald Trump has already laid claim to the fastest economic recovery in US history. In terms of quarterly growth rates, this will surely be the case. Following the steepest contraction on record, data in Q2

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Global Investor Study – Under pressure: investors’ response to crisis

Global Investor Study – Under pressure: investors’ response to crisis

🕔15:20, 25.Sep 2020

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 …

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2020 U.S. elections: Uncertainty? Yes. Opportunities? Also yes.

2020 U.S. elections: Uncertainty? Yes. Opportunities? Also yes.

🕔15:03, 25.Sep 2020

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

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Global Asset Allocation: The View from EMEA Market Inisghts

Global Asset Allocation: The View from EMEA Market Inisghts

🕔13:13, 25.Sep 2020

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 …

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Volatility in Technology Highlights Importance of Selectivity

Volatility in Technology Highlights Importance of Selectivity

🕔11:20, 25.Sep 2020

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

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One Job

One Job

🕔14:31, 23.Sep 2020

Counterpoint Global Insights  Expectations and the Role of Intangible Investments   

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An Interesting Fall

An Interesting Fall

🕔13:23, 21.Sep 2020

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

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Accessing Dislocated Corporate Credit in Emerging Markets

Accessing Dislocated Corporate Credit in Emerging Markets

🕔15:18, 18.Sep 2020

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 …

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Women in the city

Women in the city

🕔13:13, 18.Sep 2020

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,

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Sizing the green economy: Green Revenues and the EU taxonomy

Sizing the green economy: Green Revenues and the EU taxonomy

🕔11:32, 16.Sep 2020

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 …

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Japan: Beyond Abe, but nog beyond Abenomics

Japan: Beyond Abe, but nog beyond Abenomics

🕔14:55, 15.Sep 2020

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

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Family Offices & LTCMA in our Top Five

Family Offices & LTCMA in our Top Five

🕔10:08, 5.Sep 2020

#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

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Outlook for Fed Policy: Near- Term, Longer- Term

Outlook for Fed Policy: Near- Term, Longer- Term

🕔10:00, 3.Sep 2020

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 …

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Family Offices: Global Landscape and Key Trends

Family Offices: Global Landscape and Key Trends

🕔16:18, 28.Aug 2020

Provide a macro overview of Family Offices and global trends within the industry Offer key learnings from selected best in class family offices

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Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔11:03, 26.Aug 2020

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

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Fixed Income Asset Allocation Insights

Fixed Income Asset Allocation Insights

🕔15:12, 19.Aug 2020

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

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The View from EMEA

The View from EMEA

🕔07:54, 18.Aug 2020

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 …

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Public to Private Equity in the United States: A Long-Term Look

Public to Private Equity in the United States: A Long-Term Look

🕔15:07, 17.Aug 2020

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 …

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“There Is No Planet B” and more in this Top 5!

“There Is No Planet B” and more in this Top 5!

🕔11:00, 15.Aug 2020

#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

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China, Gold and Supertrends – Our Top Five of week #32

China, Gold and Supertrends – Our Top Five of week #32

🕔11:04, 8.Aug 2020

#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

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Leveraged loan investment and ESG in light of Covid-19

Leveraged loan investment and ESG in light of Covid-19

🕔15:26, 17.Jul 2020

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

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Virus curve flattening, markets stabilizing, slow recovery

Virus curve flattening, markets stabilizing, slow recovery

🕔15:03, 17.Jul 2020

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,

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Growth momentum in the global economy is improving

Growth momentum in the global economy is improving

🕔14:57, 17.Jul 2020

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 …

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Global ETF Survey

Global ETF Survey

🕔15:08, 16.Jul 2020

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

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Nordea AM | Listed Infrastructure

Nordea AM | Listed Infrastructure

🕔14:25, 16.Jul 2020

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

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Improving conditions but growing risks

Improving conditions but growing risks

🕔11:11, 16.Jul 2020

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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Featured Events & Webinars

Events & Webinars

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"Is the #dollar’s stumble a sign of things to come?" -> https://www.opiniopro.com/2020/12/capital-group/is-the-dollars-stumble-a-sign-of-things-to-come/ by @CapitalGroup #usdollar #us #currency

'#Coronavirus cases are rising at an alarming rate in the #US and #Europe, so why are #equities reaching new highs?' - "Covid-19 vaccines, lockdowns and equities" by @CTinvest_EMEA -> https://www.opiniopro.com/2020/12/columbia-threadneedle/covid-19-vaccines-lockdowns-and-equities/

#Webinar 9 December on #Frontier DebtMarkets @UBP_Group -> https://www.opiniopro.com/event/ubp-webinar-frontier-debt-markets/ #EMD #EMSovereignBonds

Subscribe to our newsletter with all the latest #research -> https://mailchi.mp/f5bb9afdbede/opiniopro @Opinio_Pro

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