Back to homepage

Tag "global"

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 …

Read Full Article
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

Read Full Article
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 …

Read Full Article
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

Read Full Article
One Job

One Job

🕔14:31, 23.Sep 2020

Counterpoint Global Insights  Expectations and the Role of Intangible Investments   

Read Full Article
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

Read Full Article
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 …

Read Full Article
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,

Read Full Article
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 …

Read Full Article
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

Read Full Article
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

Read Full Article
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 …

Read Full Article
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

Read Full Article
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

Read Full Article
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

Read Full Article
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 …

Read Full Article
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 …

Read Full Article
“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

Read Full Article
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

Read Full Article
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

Read Full Article
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,

Read Full Article
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 …

Read Full Article
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

Read Full Article
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

Read Full Article
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.

Read Full Article

Search

Featured Events & Webinars

  1. T. Rowe Price – Webinar – What will a new era bring for Japan?

    October 7 @ 10:00 - 10:30

Twitter

"While #active management has always played an important role in retirement plans, the COVID19 crisis has added new layers of complexity to the active versus #passive debate. We observe a number of trends ..." -> https://www.opiniopro.com/2020/09/mfs/back-to-reality/

"Our clients are constantly grappling with market uncertainty, shrinking margins, changing regulatory requirements and a fast- changing #technology landscape. As a result, their investment ..." -> https://www.opiniopro.com/2020/09/state-street-global-advisors/the-future-is-open/ #tech

"For private corporate lending,
the level of M&A activity is an important driver of
dealflow, although there has been a recent resurgence in corporate deal-making since ..." -> https://www.opiniopro.com/2020/09/mg/new-opportunities-emerge-across-the-credit-spectrum/

"#Emergingmarkets (EMs) are on the front lines of #climatechange, facing challenges that could hamper economic development and jeopardise human health and capital assets. Physical climate risks" -> https://www.opiniopro.com/2020/09/wellington/climate-change-and-emerging-markets-assessing-opportunities-and-challenges/

Load More...

Search on date

September 2020
M T W T F S S
 123456
78910111213
14151617181920
21222324252627
282930