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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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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Monthly Commodity Update – April 2018

Monthly Commodity Update – April 2018

🕔13:21, 23.apr 2018

Geo-politics and sanctions support commodities CRB Index has risen above the January 2018 high. The easing of trade tensions between the US and China has supported commodity prices. US sanctions on Russia have resulted in support for metal prices (aluminium,

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Gold: Good start, but weaker finish

Gold: Good start, but weaker finish

🕔12:18, 2.feb 2018

Precious Metals Watch Gold prices have rallied by 3% year-to-date Gold prices have a tendency to have a good start of the year… …but this is not a guarantee for a positive year Gold prices look toppish around current levels…

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Counteracting dynamics rule commodity markets

Counteracting dynamics rule commodity markets

🕔12:25, 12.jul 2017

Monthly Commodity Update …price outlook commodity markets The CRB index lost close to 8% over the past three months. Agri commodity prices (wheat, corn and soybeans) and some metals prices increased, while prices for other commodities witnessed pressure (especially oil, iron

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Close to the bottom

Close to the bottom

🕔13:20, 11.jul 2017

Precious Metals Watch Hawkish central bank officials and higher US real yields have sent precious metal prices lower Gold, silver and platinum prices are close to the bottom in our view We have downgraded our gold, silver and platinum price

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Gold: defying rising rates

Gold: defying rising rates

🕔01:02, 21.mei 2017

Can gold continue to rally in the face of rising rates? George Cheveley and Hanré Rossouw think so and caution against blindly accepting the received wisdom that rising rates mean falling gold. Gold: a wealth life raft? Gold has repeatedly

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Zoek

Asset Allocation Consensus Juli

Evenementen

  1. IPFOS – Bestuurders Conferentie 2019

    september 5 @ 14:00 - 18:00
  2. Invesco & Schroders – Real Assets & Energy Transition

    september 10 @ 09:30 - 13:00
  3. Candriam – Sustainbale Investment Conference

    september 12 @ 13:30 - 20:30
  4. ACTIAM – ACTIAM Academy

    september 17 @ 09:30 - 13:00
  5. Markets Group – 3rd Benelux Institutional Forum

    september 26 @ 07:30 - 18:00

Twitter

Currencies: Us Dollar Bar For Us Fx Intervention Remains High -> https://t.co/2ny01nTS55 #currency #China #tradewar via @PictetWM @PictetAM_NL

Long-term Equity Investments under Solvency II -> https://t.co/MDJWukfKfB #solvency2 #equity #europeancommission via @DWS_Group

Blitzscale and Hope: Unicorns, IPOs and the Fear of Repeating the Late 1990s -> https://t.co/N6TXHvJWCS #unicorns #IPO via @epochinvest

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