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FTSE Russell – Webinar – Factor Performance Review and Insight

🕔11:00, 16.Jul 2020

Webinar – Factor Performance Review and Insight Join our webinar for analysis and examination of the impact that COVID-19 volatility has had on regional factor performance and factor valuations. Philip Lawlor, managing director, Global Markets Research, and Marlies van Boven,

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Recovery by 2022? It’s fiscally possible

Recovery by 2022? It’s fiscally possible

🕔14:46, 30.Jun 2020

Market and economic insights  BMO’s global multi-asset team typically gathers every September to discuss and update our three- to five-year outlook. With Covid-19 preventing our usual in-person meeting, and with the …

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UBP AM – Webinar – The global economy at the crossroads

🕔16:00, 29.Jun 2020

Webinar – The global economy at the crossroads Investment Outlook We are pleased to invite you to UBP’s webinar “Investment Outlook 2020 Reset”. Our investment experts will share their convictions on ways to protect assets against the fallout of the

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Long-term Perspectives & Consequences for the Dutch Pension Sector

Long-term Perspectives & Consequences for the Dutch Pension Sector

🕔10:39, 27.Jun 2020

#25 + 26 This blogpost will cover the top five of the past two weeks. But first, let’s highlight a few webinars! Tuesday next week J.P. Morgan AM will host a mid-year outlook ‘How will the recovery take place?‘. The

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Responding to a Crisis: The Outlook for the Covid-19 Economy

Responding to a Crisis: The Outlook for the Covid-19 Economy

🕔16:27, 26.Jun 2020

Second Quarter 2020 The precipitous and devastating impact of the COVID-19 pandemic has left no doubt that global economies have entered an unprecedented recession. Investors are now left to ponder what’s next and to contemplate how deep the contraction might

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Nordea AM | ESG in EM, why it matters now more than ever

Nordea AM | ESG in EM, why it matters now more than ever

🕔16:05, 26.Jun 2020

Interview with Portfolio Manager Juliana Hansveden                   Last Wednesday, 24 June 2020, Nordea AM hosted their weekly Morning Espresso session. The session starts with Sébastien Galy, Senior Macro Strategist, who gives a

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Invesco Global Fixed Income Study 2020

Invesco Global Fixed Income Study 2020

🕔15:39, 26.Jun 2020

In 2019, the number of resondents grew from 145 to 159 fixed income professionals, to incorporate the views of 121 institutional and 38 wholesale investors that are together responsible for managing over …

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Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔13:10, 25.Jun 2020

Global markets and multi-asset portfolios  This recession will forever be remembered as one of the most rapid and shocking economic slowdowns on record. The question at the forefront of asset allocation decisions is whether the recovery will be equally distinctive

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Global Economic Outlook

Global Economic Outlook

🕔09:45, 19.Jun 2020

COVID-19 is a global pandemic, and while the experience has varied across countries, we are seeing some common threads. Indicators over the past month have suggested that the worst of the downturn is behind us. Industrial activity is resuming, businesses

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The great market detachment from reality

The great market detachment from reality

🕔17:01, 8.Jun 2020

Cross Asset Investment Strategy The dichotomy between the false market tranquillity and the high level of uncertainty about the length of the crisis and its long-term implications is striking. In our view, we are …

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Real Estate During a Crisis

Real Estate During a Crisis

🕔15:56, 8.Jun 2020

Global Outlook The outbreak of COVID-19 has quickly translated into a severe shock for the global economy and real estate markets. Near-term indicators of performance have turned sharply downward, and the situation is fast-moving. At the same time, some lessons

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How to Invest in Dividend Equities Now

How to Invest in Dividend Equities Now

🕔12:43, 8.Jun 2020

Point of View Companies globally are slashing dividend payments as they face a combination of declining revenues and regulatory measures discouraging dividend payments. Not surprisingly, companies are now prioritizing …

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Gold, vulnerability and global investment views in our Top Five!

Gold, vulnerability and global investment views in our Top Five!

🕔10:34, 6.Jun 2020

#23 Asset Allocation might be the most used tag on OpinioPro and this past week is no different. Furthermore, of course the calendar is a well used page as well. Don’t forget to take a look and spot an interesting

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Monthly OpinioPro Statistics – May 2020

Monthly OpinioPro Statistics – May 2020

🕔12:05, 4.Jun 2020

May In this blogpost, we will update you on our monthly best-reads and longest-reads. If you follow our weekly blogposts, you know the best read research articles on a weekly basis. In this monthly overview, we provide you with a

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Global debt flows – The big mend continues

Global debt flows – The big mend continues

🕔10:40, 3.Jun 2020

Covid-19 effects so far centre on flight into short-end government bonds and equivalents, a measure of safety flight. At the same time there has been resumed risk-on in the guise of strong inflows to dollar high yield and corporates generally.

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Natixis IM – Webinar – Resiliency & Risks for Global Financial Systems

🕔16:00, 28.May 2020

Webinar – Resiliency & Risks for Global Financial Systems COVID-recession consequences, fiscal and monetary responses, and implications for the US economy and capital markets will be discussed by Peter Fisher, Clinical Professor at Dartmouth’s Tuck School of Business. Peter formerly

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Disruption Accelerated

Disruption Accelerated

🕔14:05, 27.May 2020

Insights on Global Equity The coronavirus pandemic has wreaked havoc across the global economy, and the technology sector has not been immune. Supply chains have come under pressure, and …

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Focus on Italy: macroeconomic and fixed income scenario

Focus on Italy: macroeconomic and fixed income scenario

🕔13:05, 25.May 2020

Investment Talks The global background and Italy: if we wanted to characterise the contraction and recovery pattern, we would probably describe it as a ‘long U-shaped’ recovery; in other words, as a gradual normalisation which will take some time before

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Quarterly macro and market insights

Quarterly macro and market insights

🕔12:55, 22.May 2020

Fixed Income Perspectives The trajectory of global growth turned downward as governments scrambled to deal with the social and economic impacts of the COVID-19 pandemic. The …

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Fixed Income Monthly

Fixed Income Monthly

🕔15:09, 20.May 2020

The Covid-19 pandemic remains the only real theme driving markets, as investors look for clues as to what the ultimate impact of the crisis will be on economic growth, industrial sectors and asset prices. The jury is still out, with

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Upholding our equity views

Upholding our equity views

🕔08:13, 20.May 2020

Weekly commentary Global stocks have recovered more than half of the selloff triggered by the coronavirus pandemic since late March – alongside a sharp contraction in economic activity and corporate earnings. We see the unprecedented policy …

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Drop in economic activity as exceptional as extent of monetary support

Drop in economic activity as exceptional as extent of monetary support

🕔16:06, 18.May 2020

House View The global economy is in the midst of a major contraction. The pandemic has resulted in varying levels of worldwide shutdowns. This has caused a sharp deceleration of economic activity in the manufacturing and services sectors, offset by

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Global Equity Ratings

Global Equity Ratings

🕔13:58, 18.May 2020

Preferred Sectors: Health Care and Consumer Staples 

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Bitcoins, central banks and inflation expectations: a variety of topics in our Top Five

Bitcoins, central banks and inflation expectations: a variety of topics in our Top Five

🕔10:12, 16.May 2020

#20 – Top Five Best Read Research on OpinioPro And it’s Saturday again: the day for us to publish our Top Five Best Read on OpinioPro this last week. Populair tags were ‘asset allocation‘ and ‘equities‘, furthermore our event calendar

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Global equities – where to from here?

Global equities – where to from here?

🕔16:29, 15.May 2020

Global Perspectives – february 2020 2019 was the culmination of an exceptionally strong decade for equity markets. By some measures the past 10 years have seen the longest uninterrupted economic expansion in US history and the longest bull market ever.

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Aanstaande donderdag 9 juli 13:00 is het webinar 'Asset Allocatie Consensus Online'. We gaan met Hans Stegeman en William de Vries @TriodosIM in op ESG en impact beleggen. Aanmelden kan via: https://www.alpharesearch.nl/event/asset-allocatie-consensus-online-juli-2020/

"Road to Recovery" -> https://www.opiniopro.com/2020/07/opiniopro-selection/road-to-recovery/ #recovery #credit #monetarystimulus #spreads

"Investment Strategy Commentary: Will the V Become a W?" -> https://www.opiniopro.com/2020/07/northern-trust/investment-strategy-commentary-will-the-v-become-a-w/

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