When political risk crosses the Atlantic

When political risk crosses the Atlantic

🕔12:54, 10.dec 2019

Global investment views At the beginning of 2019, all eyes were focused on Europe, not only because of the risk of a Hard Brexit, but also because of the open crisis between the Italian government and the European Commission. The situation

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Finding opportunities in a world of slowing growth

Finding opportunities in a world of slowing growth

🕔10:53, 6.dec 2019

Investors’ Outlook 2020 Dear readers, the year 2020 is presenting many challenges for inves- tors. On the macroeconomic front, global growth is likely to slow further as trade tensions and higher tariffs are increasingly weighing on the economy. On the

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The global economy at the crossroads

The global economy at the crossroads

🕔11:43, 5.dec 2019

Dear Reader, Following the shock caused by near-20% declines during the fourth quarter of 2018, global equity markets rebounded strongly in early 2019 as the US Federal Reserve brought its rate hikes to an end in the first quarter before

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An improving outlook

An improving outlook

🕔14:36, 2.dec 2019

Global Market Outlook (In-brief) An improving outlook • We retain a constructive view on risk assets (equities and credit) and multiasset income strategies, especially over the next 3-6 months. • Within equities, we have a preference for Developed Markets. The

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What Warren Buffet got wrong about gold

What Warren Buffet got wrong about gold

🕔07:58, 16.okt 2019

Legendary investor Warren Buffett’s much-quoted dismissal of the investment merits of gold is simple: the metal is “neither of much use nor procreative.” But the Oracle of Omaha has got this wrong. We believe that contrary to Warren Buffett’s complaints

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Goud, Zilver en Bitcoin gehoorzamen aan dezelfde wetten

Goud, Zilver en Bitcoin gehoorzamen aan dezelfde wetten

🕔16:22, 8.okt 2019

In maart dit jaar publiceerde de Nederlandse Researcher @100trillionUSD het, ondertussen baanbrekende, rapport “Modeling Bitcoin’s Value with Scarcity”. Dit onderzoek gaat in op de relatie tussen de prijs en schaarste (stock to flow) bij Bitcoin. Wat is er zo speciaal

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Megatrend Digitalisation – Is Bitcoin outshining gold?

Megatrend Digitalisation – Is Bitcoin outshining gold?

🕔14:04, 8.okt 2019

 The stock-to-flow approach originating in commodity-market analysis serves to quantify the “hardness” of an asset. Applied to Bitcoin, an unusually strong correlation emerges between the market value of this cryptocurrency and the ratio between existing stockpiles of Bitcoin (“stock”) and

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Goud wint aan terrein te midden van onzekerheid

Goud wint aan terrein te midden van onzekerheid

🕔14:30, 30.sep 2019

Onzekerheid troef terwijl de goudprijs recordhoogtes bereikt De handelsspanningen zijn handelsoorlogen geworden en de handelsoorlogen dreigen valuta-oorlogen te worden. Op 26 augustus bereikte de goudprijs zijn hoogste punt in zes jaar: 1.555 USD per ounce. De markten reageerden hiermee op

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Vragen en meningen over Goud – deel II

Vragen en meningen over Goud – deel II

🕔14:26, 18.sep 2019

Na rally staat Goud op hoogste koers in zes jaar tijd Sinds de opmars vanaf augustus vorig jaar bereikte Goud na de “doorbraak” van USD 1400 de hoogste koers in zes jaar tijd. Alhoewel wij bij OpinioPro niet al te

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Is gold the place to hide from negative yields?

Is gold the place to hide from negative yields?

🕔13:00, 18.sep 2019

In this chart of the month the multi-asset team asks whether gold could once again become the main hedge of choice as negatively yielding debt becomes increasingly common.

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Gold: Near term correction risk

Gold: Near term correction risk

🕔19:08, 14.aug 2019

Gold prices have rallied by 17% this year. On 21 June our year-end forecast of USD 1,400 per ounce was reached and on 5 August our year-end 2020 forecast of USD 1,500 was also reached. We had expected higher gold

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Central banks fuel markets: illusion vs reality

Central banks fuel markets: illusion vs reality

🕔15:00, 27.jun 2019

Global Investment Views  The journey from market complacency to awareness of fragilities is in full swing, and the market correction in May is part of that, as is the recent recovery fuelled by dovish Central Banks (CB). Aware investors should

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The pros and cons of gold

The pros and cons of gold

🕔07:45, 27.jun 2019

Chris explains the pros and cons of holding some gold as part of a multi asset portfolio. The recent uptick in geopolitical tensions and concerns over a potential growth slowdown has pushed an ancient metal back into the spotlight:  gold.

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Centrale banken hinten op renteverlaging

Centrale banken hinten op renteverlaging

🕔15:00, 25.jun 2019

Investment Highlights De week stond in het teken van centrale banken. ECB president Draghi zette dinsdag de toon met een toespraak tijdens de ECB-conferentie in Sintra. Hierin gaf hij aan dat de ECB nog genoeg munitie heeft en er alles

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Vragen en meningen over Goud

Vragen en meningen over Goud

🕔09:26, 11.jun 2019

Na rally staat Goud op hoogste koers in een jaar tijd Sinds de opmars vanaf augustus vorig jaar bereikte Goud afgelopen week de hoogste koers van de afgelopen 12 maanden. Een niveau dat de afgelopen vijf jaar ook direct de

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We remain positive on gold

We remain positive on gold

🕔17:02, 6.jun 2019

Precious Metals Watch Technical picture and the prospect of monetary policy easing are positive Trade war uncertainty could dent gold demand from China We keep our year-end forecast at USD 1,400 per ounce 

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The relevance of gold as a strategic asset

The relevance of gold as a strategic asset

🕔15:02, 23.mei 2019

Gold is becoming more mainstream. Since 2001, investment demand for gold worldwide has grown, on average, 15% per year. This has been driven in part by the advent of new ways to access the market, such as physical gold-backed exchange-traded

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Can the gold industry return to the golden age?

Can the gold industry return to the golden age?

🕔17:02, 2.mei 2019

Digging for a solution to the gold mining reserve crisis The gold industry finds itself at an inflection point between the recent era of cost out initiatives and balance sheet deleveraging, and an increasing need to focus on growth and

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Can the gold industry return to the golden age?

Can the gold industry return to the golden age?

🕔15:02, 20.apr 2019

Digging for a solution to the gold mining reserve crisis The gold industry finds itself at an inflection point between the recent era of cost out initiatives and balance sheet deleveraging, and an increasing need to focus on growth and

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Gold in central banks’ asset allocation

Gold in central banks’ asset allocation

🕔13:02, 18.mrt 2019

Investment insight Blue paper After a long lacklustre period during the 1980s and 1990s, the price of gold has picked up signifi cantly since the new millennium, and central banks, after having steadily reduced their allocation to gold, have resumed

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Is it time to return to gold and the gold sector?

Is it time to return to gold and the gold sector?

🕔13:02, 22.feb 2019

Conclusion The asset class linked to gold is generally not the most attractive (no returns on metals, company dividends quite small) and is thus often limited to specialists or investors who have experienced serious financial crises and who understand the

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Gold’s precious mettle

Gold’s precious mettle

🕔14:03, 4.feb 2019

Once again, political and economic uncertainty is pushing to the fore gold’s attractions as an investment haven. But this time investors wanting to allocate capital to the precious metal have a better option than just buying bullion bars or futures

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Leading indicators…

Leading indicators…

🕔13:02, 31.jul 2018

“What if…?” One of the biggest mistakes an investor can make is to assume that the market is ‘crazy’ – or the predominant group of participants seemingly in control of a market are ‘nuts’. Why? Because as soon as you

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Disruption’s coming home

Disruption’s coming home

🕔10:31, 17.jul 2018

Anyone with half an interest in the World Cup (plus the partners and families of those people) will know that as well as England making it through to Wednesday’s semifinal, the traditional big hitters (think Argentina, Brazil and Germany) have

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choppy waters

choppy waters

🕔05:07, 12.jul 2018

Investment strategy third quarter 2018 Global growth remains well sustained and the business cycle is set to extend further. However, headwinds are firming up with growing political risks and tighter USD liquidity, a challenge to stretched valuations on many markets. On

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De best gelezen #research bij @Opinio_Pro:

#1 7-Year Asset Class Real Return Forecasts #GMO

#2 2020 Long-Term Capital Market Assumptions @InvescoEMEA

#3 What the heart already knew @TriodosIM @TriodosNL

#4 From TINA to FOMO @DWS_Group

-> https://www.opiniopro.com/

Global Asset Allocation Views Q1 2020 -> https://www.opiniopro.com/2020/01/jp-morgan/global-asset-allocation-views-q1-2020/ #AssetAllocation #credit #equites #Equities #FixedIncome via @JPMorganAM

Economic resilience, Fed and elections to drive US markets in 2020 -> https://www.opiniopro.com/2020/01/amundi/economic-resilience-fed-and-elections-to-drive-us-markets-in-2020-2/ #consumption #election #monetarypolicy via @Amundi_ENG

The US federal reserve’s ‘whatever it takes’ moment has arrived -> https://www.opiniopro.com/2020/01/ubp/the-us-federal-reserves-whatever-it-takes-moment-has-arrived/ #AssetAllocation #centralbank #credit #ECB #Equities #FED #USA

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