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European markets have been strong

European markets have been strong

🕔13:54, 24.Nov 2021

Market updates: At the start of the week, President Biden signed into law the $1.2 trillion infrastructure package. He is also set to announce a new US Federal Reserve Chief, which is expected to be either incumbent Jerome Powell or

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Favouring TIPS amid uncertain inflation outlook

Favouring TIPS amid uncertain inflation outlook

🕔15:09, 12.Aug 2021

Quarterly macro and market insights: Financial markets rallied amid The US and Eurozone are leading the rebound in activity stronger-than-expected recoveries in many parts of the global economy and signs that central banks intend to remain more accommodative than had

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Podcast: Market Update: AT1s

Podcast: Market Update: AT1s

🕔17:34, 18.May 2021

The European bank earning season has passed and the outlook continues to be positive for AT1s. The vast majority of banks have beaten expectations with capital markets/trading and lower provisions being the main drivers. The expectation, particularly on the provisioning

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Carbon neutrality is achievable by 2050 (Podcast)

Carbon neutrality is achievable by 2050 (Podcast)

🕔08:30, 21.Oct 2020

Market Weekly The EU’s new targets for emissions reductions are realistic and achievable and should lift the price of CO2, encouraging more emitters to switch to doing business in a more environmentally friendly way. In this podcast, chief sustainability strategist

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Weekly Market Recap

Weekly Market Recap

🕔11:41, 18.Aug 2020

Last week’s trading was typical of late summer, with catalysts for the market's moves remaining harder to identify than usual. The downward trend in new coronavirus cases seemed to support sentiment early in the week, although the number of daily

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Weekly Market Recap

Weekly Market Recap

🕔12:59, 5.Aug 2020

Summary for the week ending on Friday, 30 July  Last week’s corporate earnings reports demonstrated that some major companies are benefiting from the pandemic’s impact on consumer patterns. This was on clear display Thursday evening, when Facebook, Amazon.com, Apple and

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Weekly Market Recap

Weekly Market Recap

🕔11:24, 4.Aug 2020

Summary for the week ending on Friday, 30 July  Last week’s corporate earnings reports demonstrated that some major companies are benefiting from the pandemic’s impact on consumer patterns. This was on clear display Thursday evening, when Facebook, Amazon.com, Apple and

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Aegon AM / Kames – Webinar – Market update with Stephen Jones and Vincent McEntegart

🕔11:30, 14.May 2020

Webinar – Market update with Stephen Jones and Vincent McEntegart Stephen Jones, CIO of our Multi-Asset & Solutions and Equities investment platforms, will be joined by Vincent McEntegart, Investment Manager, Multi Asset Investing, to discuss the latest market updates and

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UBP – Conference Call – Emerging debt: Market outlook and opportunities

🕔10:00, 14.May 2020

Conference Call – Emerging debt: Market outlook and opportunities The current coronavirus and economic crises are worldwide and have also an impact on emerging markets. Denis and Karine would like to discuss with you how Fundamentals, Technicals and Valuations have

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Hans Rosling and ‘Scary Statistics’ made it into our Top Five!

Hans Rosling and ‘Scary Statistics’ made it into our Top Five!

🕔10:13, 9.May 2020

#19 – Top Five Best Read Research on OpinioPro What research was read the most on OpinioPro this past week? Hereby a top five overview: On the fifth place: the CIO View by DWS: “Corona and Talf 2.0 – New

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Developed economies will not return to normal until later in 2021

Developed economies will not return to normal until later in 2021

🕔16:37, 28.Apr 2020

Market perspectives Asset-class return outlooks Recent market performance has moderately raised portfolio expected returns. Our preliminary 10-year annualized nominal return projections, as of March 31, 2020 …

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Guide to Alternatives

Guide to Alternatives

🕔16:53, 17.Apr 2020

Market Insights  Powerpoint by JP Morgan Asset Management

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JP Morgan – Webinar – Market watch series 4/7

🕔15:00, 8.Apr 2020

Webinar – Market watch series 4/7 In this period of uncertainty, join us to discuss the latest COVID-19 developments and market implications in our weekly series. This week, Karen Ward, Chief Market Strategist for EMEA, will provide a market update,

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Tentative Signs of Improvement

Tentative Signs of Improvement

🕔14:42, 7.Apr 2020

Investment Strategy Commentary  Market Signals We have written about the key market signals we are monitoring to assess the effectiveness of the monetary, fiscal and health policy responses to the COVID-19 virus. We are seeing some progress on the monetary

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Aegon AM – Conference Call – Market Update

🕔13:00, 30.Mar 2020

With the recent developments around the Coronavirus (COVID-19) we can imagine you might have questions about the impact on your portfolios and business continuity in general. Therefore we want to invite you to a conference call this Monday to give

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Special Market Update

Special Market Update

🕔14:53, 17.Mar 2020

March 2020 

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Inflation climbing up

Inflation climbing up

🕔07:10, 15.Jan 2020

CEE Market Insights  This week in CEE Throughout the week, we will keep seeing inflation rate figures across CEE countries. In Hungary and Romania, we expect the headline number to land at 4.0% y/y in December, marking a visible increase

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Trade war uncertainty resurfaces

Trade war uncertainty resurfaces

🕔11:01, 4.Dec 2019

Market flash Hong Kong’s pro- democracy party won 85% of the seats in the local elections, a massive increase on the 25% seen in 2015. A few days later, Donald Trump signed the Hong Kong Rights and Democracy Act into

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Domestic demand is a CEE strength

Domestic demand is a CEE strength

🕔08:50, 4.Dec 2019

CEE Market Insights  Serbia, Slovakia and Romania are the last three countries in the CEE world to release the 3Q19 GDP growth figure and its structure this week. With a complete picture on growth drivers across CEE, we will be

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Quarterly Analysis Manager Intelligence and Market Trends November 2019

Quarterly Analysis Manager Intelligence and Market Trends November 2019

🕔11:54, 13.Nov 2019

bfinance is an award-winning specialist consultant that provides investment implementation advice to pension funds and other institutional investors around the globe. Founded in 1999, the London-headquartered firm has conducted engagements for more than 340 clients in 35 countries and now

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Market Compass

Market Compass

🕔18:44, 11.Nov 2019

Market Outlook – One fourth of Investment Grade (IG) bonds have now negative yields; this radically alters portfolio considerations. The threshold for switching away from risky assets is higher than it used to be. – A global recession is not

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Market Perspectives October 2019

Market Perspectives October 2019

🕔18:16, 11.Nov 2019

Persistent trade tensions and rising geopolitical risks are taking their toll on the global economy. Indeed, Germany appears close to recession. But this is due to its high exposure to manufacturing, which has been the main victim of the ongoing

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