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The pace of the global economic recovery

The pace of the global economic recovery

🕔14:15, 15.Nov 2021

Market updates – 5 November 2021: Following September’s decline, US equities came back strongly in October following a better than expected Q3 results season. The month saw the S&P 500 up by 6.9% with a 3% gain in the last

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What about forgetting about the Fed, just for a while?

What about forgetting about the Fed, just for a while?

🕔11:34, 13.Sep 2021

Weekly investment update: Investors and economists spent the summer waiting for Fed chair Jerome Powell’s Jackson Hole speech in late August and the first part of September commenting on it. The next meeting of US Federal Reserve policymakers is not

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Another strong month for equities

Another strong month for equities

🕔09:26, 9.Sep 2021

Weekly investment update: Risk assets performed well again in August. Chair Powell said nothing in his keynote speech at Jackson Hole last week to reverse the positive trend. Low real yields continue to underpin valuations in …

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Set to transition to the next stage of the mini-cycle

Set to transition to the next stage of the mini-cycle

🕔12:40, 17.Aug 2021

Monthly Investment Outlook: Our expectation of a mini-cycle is playing out largely as expected with US economic data no longer surprising to the upside and Euro area upside economic surprises …

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Transitory or persistent?

Transitory or persistent?

🕔12:41, 23.Jul 2021

Weekly investment update: New cases have continued to climb around the world and are now at 440 000 per day, up from 390 000 last week. A rise in cases in Asia, Europe, and North America has offset a decline

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The Next Leg of Recovery

The Next Leg of Recovery

🕔11:25, 17.Feb 2021

2021 began with renewed bouts of volatility with a tug of war emerging between concerns over slow vaccine rollouts especially on the continent and delays in US fiscal support against positive earnings trends.

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Capital Group – Webinar – Reset or Rebound?

🕔09:30, 20.Jan 2021

Webinar – Reset or Rebound? To what extent is the world really changing and what are the long term investment implications? As we move into 2021, the world is coming to terms with transformative trends and events. How are governments

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2021 Investment Outlook (Video)

2021 Investment Outlook (Video)

🕔14:11, 5.Jan 2021

2021 Investment Outlook (Video) Mark King, Head of Content for EMEA, is joined by a panel of our leading investors to talk about the outlook for economies and markets, as well as the themes, trends and events they expect to

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How America Invests – 2020

How America Invests – 2020

🕔07:46, 17.Dec 2020

A look at the personal investing behavior of Vanguard’s 5 million retail households Vanguard investors have a long-term risk outlook The typical Vanguard household holds a long-term, risk-taking portfolio that's both diversified and balanced. The average portfolio consists of 63%

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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

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Barometer: Liquidity vs the virus

Barometer: Liquidity vs the virus

🕔13:18, 6.Jul 2020

Barometer of Financial Markets – Investment Outlook Vast amounts of stimulus have underpinned the markets after the initial shock of the Covid-19 crisis. The question for investors now is whether such …

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Digging deeper into emerging market debt

Digging deeper into emerging market debt

🕔12:55, 20.May 2020

Investment Insights – Q&A In this Q&A, Capital Group fixed income investment director James Blair discusses the characteristics of emerging market debt, how investors could approach investing in the asset class and the US Federal Reserve (Fed)’s policy response to

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Using synthetic indicators to assess the quality of macroeconomic statistics via mirror data

Using synthetic indicators to assess the quality of macroeconomic statistics via mirror data

🕔10:34, 24.Mar 2020

Abstract The quality of the geographical breakdown in the balance of payments and related statistics (such as international trade in goods, trade in services and foreign direct investment (FDI) statistics) can be assessed by means of comparisons with mirror data

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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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In doubt, no one despairs

In doubt, no one despairs

🕔13:03, 3.Dec 2019

Monthly Investment Brief  With equity markets up by an average 20% worldwide, and with all asset classes into positive territory, the question inevitably rises: what to do now? Take some profits or stay invested? 

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Mispriced Innovation – Patents as a Leading Indicator for Earnings Growth

Mispriced Innovation – Patents as a Leading Indicator for Earnings Growth

🕔17:45, 30.Aug 2019

By protecting intellectual property rights, patents act as a safeguard for the economic interests of inventors and give them incentive to innovate. The innovations that they were designed to protect are a driving force of technological and social change. From

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Global Investment Outlook Q2 2019

Global Investment Outlook Q2 2019

🕔03:11, 4.Apr 2019

Themes: We introduce a new investment theme this quarter: patient policymakers. The Federal Reserve has pledged to be very patient on its next rate move — and other central banks are indicating policy will remain loose for longer. Combined with

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12 april is de deadline voor het VK

12 april is de deadline voor het VK

🕔13:02, 26.Mar 2019

Investment Highlights De vertrouwenscijfers in de Verenigde Staten kwamen afgelopen week per saldo iets lager uit dan verwacht, maar zijn nog steeds relatief hoog. In Europa zakte het vertrouwen daarentegen verder weg. De Franse vertrouwenscijfers voor de dienstensector en de

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The Yale Endowment

The Yale Endowment

🕔15:02, 14.Mar 2019

Yale’s Endowment generated a 12.3% return, net of fees, in fiscal 2018. Over the past ten years, the Endowment grew from $22.9 billion to $29.4 billion. With annual returns of 7.4% during the ten-year period, the Endowment’s performance exceeded its

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Business investment in EU countries

Business investment in EU countries

🕔14:19, 1.Nov 2018

Occasional Paper Series The article analyses recent developments in business investment for a large group of EU countries, using a broad set of analytical tools and data sources. We find that the assessment of whether or not investment is currently

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The dominance of politics: investment implications

The dominance of politics: investment implications

🕔09:33, 30.Aug 2018

Global Investment Views  Concerns about trade continue to take centre stage. While US assets have so far been resilient amid escalating protectionist rhetoric, markets targeted by tariffs are under pressure. We still don’t believe a full trade war is likely

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Things will get bumpy folks!

Things will get bumpy folks!

🕔01:02, 12.Aug 2018

Investment Strategy

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Things will get bumpy folks!

Things will get bumpy folks!

🕔01:02, 12.Aug 2018

Investment Strategy

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Defined contribution investments on trial

Defined contribution investments on trial

🕔08:48, 27.Jun 2018

In the Defined Contribution (DC) space, there is significant debate as it relates to the appropriate investment approach in helping participants build and manage retirement savings. The various approaches are being “litigated” in deliberations at committee meetings, at conferences, in

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Outperformance in EqualWeight Indices

Outperformance in EqualWeight Indices

🕔13:03, 7.Jun 2018

Index Investment Strategy Equal-weight indices were among the first non-capitalization-weighted indices to emerge as templates for passive investments, or as benchmarks for the evaluation of active managers.1 Since their introduction, the concept has been extended to a wide range of

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What forces are set to drive corporate performance as the age of easy money draws to a close?

What forces are set to drive corporate performance as the age of easy money draws to a close?

🕔09:02, 19.Apr 2018

What a difference a quarter can make for markets and investors. Going into 2018, we argued that steady synchronized growth around the world and contained inflation would provide another supportive year for risk assets. At the same time, we cautioned

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