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8 Keys to understand SRI

8 Keys to understand SRI

🕔16:58, 20.jan 2020

What are ESG criteria? ESG (Environmental, Social and Governance) criteria are non-financial analytical criteria used to evaluate how companies take sustainable development into account in relation to their operations and medium to long-term strategy. They are broken down into three

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A cyclical rotation

A cyclical rotation

🕔15:27, 20.jan 2020

Weekly commentary – We favor a cautious tilt into cyclical assets, with expectations for a rebound in global trade and manufacturing activity. – We see global growth stabilizing and gradually picking up over the next six to 12 months, thanks

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Growth to pick up…

Growth to pick up…

🕔14:01, 20.jan 2020

Davos Brief The global economic expansion is stretching, but powerful structural trends are testing limits — and intersecting with the near-term outlook. The trends include rising inequality and social unrest; deglobalization and fragmentation into trade blocs; an intensifying focus on

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High stock valuations demand a focus on quality in 2020

High stock valuations demand a focus on quality in 2020

🕔14:32, 17.jan 2020

Late in the market cycle, Greg Kolb, Chief Investment Officer for Perkins Investment Management*, shares why he thinks investors would do well to focus on high-quality value or cyclical stocks, particularly outside the US. *Perkins Investment Management is a subsidiary

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“Global economy stabilising but recovery not yet assured”

“Global economy stabilising but recovery not yet assured”

🕔13:33, 17.jan 2020

Global Snapshot Trends to watch: US Fed on hold 13 of 17 participants at the December Federal Open Market Committee meeting expected current official rates to remain appropriate throughout 2020. The central bank injected liquidity via Treasury bill purchases and

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Records, surprises and opportunities

Records, surprises and opportunities

🕔07:10, 17.jan 2020

Cross Asset Investment Strategy As we approach the year-end, a look back over the past 12 months reminds us how unconventional this year of records has been. On the upside, equities rallied to historical highs in December and fixed income

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Geopolitical risks on our 2020 radar

Geopolitical risks on our 2020 radar

🕔08:09, 15.jan 2020

Weekly commentary  • The recent sharp escalation in U.S.-Iran tensions serves as a reminder of the potential for flare-ups in geopolitical risks as we enter 2020. • We see global growth stabilizing and gradually picking up over the next six

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Stocks rise as they shrug off geopolitical risks

Stocks rise as they shrug off geopolitical risks

🕔15:50, 14.jan 2020

Weekly Investment Commentary The world and market attention last week was focused on the U.S. strike against Iran and mounting tensions in the Middle East. Yet markets largely looked past geopolitical risks and started 2020 on a strong note.1 For

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Barometer: Niet meegesleurd

Barometer: Niet meegesleurd

🕔15:00, 14.jan 2020

Maandelijkse Asset Allocatie Vooruitzichten De wereldeconomie lijkt er aan het begin van het nieuwe jaar stabieler voor te staan. Maar beleggers moeten opletten niet zelfgenoegzaam te zijn. Begin 2020 hebben beleggers redenen om optimistisch te zijn. De wereldeconomie stabiliseert zich

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Economic Outlook

Economic Outlook

🕔12:42, 13.jan 2020

Global economy – recovery should take hold in the first half of 2020 The preconditions for a recovery of the global economy in 2020 have significantly improved due to the following factors: – economic policy uncertainty has decreased; – the

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Policy Frameworks and Strategies for an Open Economy

Policy Frameworks and Strategies for an Open Economy

🕔10:57, 13.jan 2020

Monetary Policy Frameworks • International dimension: global shocks; external shocks; external sector as a hedge against domestic shocks; international transmission of monetary policy • Choice of price index; time horizon for inflation target • Single country view; global view •

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Selected geographical issues in the global listed equity market

Selected geographical issues in the global listed equity market

🕔18:34, 16.dec 2019

Executive summary This report summarizes the findings of research MSCI performed as part of the mandate defined by the Ministry of Finance of Norway, as described in the Appendix. Global markets have become increasingly interconnected over time due to more

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Macro Weekly

Macro Weekly

🕔08:55, 16.dec 2019

We published a global 2020 Outlook last week instead of a weekly. I argued that the global economy will remain weak- ish in the short term, but show improvement in the course of 2020. If my assessment is right we

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Contagion may be spreading through the global economy

Contagion may be spreading through the global economy

🕔13:25, 7.dec 2019

Allocation views The global economy continues to face headwinds, and risks are mounting. Trade tensions are spreading from country to country, and increasingly, manufacturing weakness is starting to infect the much larger service sector. Recurring equity market declines appear likely

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2019 Q4 Capital Market Assumptions

2019 Q4 Capital Market Assumptions

🕔16:03, 3.dec 2019

Summary Global Economic Outlook: We expect real economic growth in the developed economies to continue to moderate over the next decade, as it has for the last 30 years. This is due to limited growth of the developed labor force,

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The view from EMEA

The view from EMEA

🕔14:03, 3.dec 2019

Global Asset Allocation  Down But Not Out After 21 months of slowing global growth, we are starting to see signs of stabilization, signaled by a potential bottoming in the industrial economy. The J.P. Morgan Global Manufacturing PMI ticked up in

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UBS House View

UBS House View

🕔08:08, 3.dec 2019

Global Outlook Asset allocation While economic data suggest that the weak global growth backdrop will persist into 2020, investor sentiment has turned more constructive, supporting rising stock markets and bond yields. We remain skeptical on the prospect of a meaningful

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SEB House View

SEB House View

🕔13:00, 2.dec 2019

Summary – Equities, and other risk assets, continues to price in a more positive economic outlook than the one which we are foreseeing The stabilization which we have seen in tactical macro data over October is in our view not

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Global Real Estate Securities Quarterly Update

Global Real Estate Securities Quarterly Update

🕔13:36, 30.nov 2019

REITs outperformed equities and bonds. Renewed concerns over trade and decelerating global economic data favored defensives despite large swings between risk on/off during the quarter. Lower volatility stocks extended their outperformance from the previous quarter, reflecting continued investor caution. 

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Predicting Long-Term Success For Corporations And Investors Worldwide

Predicting Long-Term Success For Corporations And Investors Worldwide

🕔13:08, 30.nov 2019

Executive Summary Through our research, FCLTGlobal aims to identify the key determinants of long-term success for companies and investors around the world. We then use this knowledge to encourage long-term behaviors across capital markets. This paper focuses on predictors of

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Market GPS – Equities Outlook 2020

Market GPS – Equities Outlook 2020

🕔07:55, 29.nov 2019

Global equity markets delivered a roller-coaster ride for investors over the past year as worries about trade disputes and slowing economic growth escalated. Even so, equities continued to deliver large gains. By late October, the S&P 500 ® Index hit

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Global Equity Income Banks Income investing in a disrupted world

Global Equity Income Banks Income investing in a disrupted world

🕔08:50, 28.nov 2019

The technological revolution has led to a heightened level of disruption across every industry. Against this backdrop, where can you find firms that deliver sustainable and growing dividend streams? The Global Equity Income team continues to find plenty of attractively

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Investing in global equities with a thematic lens

Investing in global equities with a thematic lens

🕔18:39, 25.nov 2019

Thematic equity investing focuses on markets that are growing faster than the broader global economy due to a range of long-term, secular growth drivers. It seeks out businesses that will be at the forefront of long-term growth themes – Safety,

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Global Equities: Heading Toward A Macroeconomic Crossroad

Global Equities: Heading Toward A Macroeconomic Crossroad

🕔11:06, 22.nov 2019

The global economy is approaching a crossroad and we are looking to see how policy makers respond, in particular Chinese authorities and the U.S. Federal Reserve (Fed). In our view, the most powerful responses would be a U.S.-China trade deal

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Swiss & Global Equities

Swiss & Global Equities

🕔12:34, 19.nov 2019

Year-to-date, Swiss and Global equity funds continue to deliver strong absolute and relative performances, ranking in the top quartile versus their peer groups. Despite short-lived sector/style rotations into oversold value names, the ytd performance of the MSCI AC World reached

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Zoek

Twitter

#Invesco: "The global economy is rapidly decelerating, and we expect all major regions and countries around the world to grow below trend over the next few quarters, and at least through the first half of 2020." Read more on #OpinioPro: http://bit.ly/38upfCp

Nog eens even in de tijd terug gekeken. Vroeger gebruikten we 4% als bodem voor de rente. Daaronder zouden we nooit komen. 2008 was de laatste keer dat we die 4% hebben gezien. Pensioenprobleem in een notedop

"We more than ever need a targeted investment agenda that stimulates ‘real’ economic growth," @hanswstegeman argues, "instead of the current financial agenda, which above all sustains elevated asset prices."

Discover our Q1 2020 Economic Outlook on our website now.

Global 5G deployment could trigger the emergence of a whole range of new services, say UBP’s experts. Read this piece to find out why and how.

#Invesco: "The global economy is rapidly decelerating, and we expect all major regions and countries around the world to grow below trend over the next few quarters, and at least through the first half of 2020." Read more on #OpinioPro: http://bit.ly/38upfCp

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