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October has been dominated by big political misses

October has been dominated by big political misses

🕔12:00, 4.dec 2019

Market Overview October was all about talk of deals and crucial deadlines. What happened? The deals got nowhere and the deadlines were missed. How did markets react? Equities went up still more and bonds hung around. It is remarkable how

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Review of markets over October 2019

Review of markets over October 2019

🕔14:52, 25.nov 2019

Financial markets welcomed signs of an easing in geopolitical tensions in October, with risk assets generally outperforming traditional safe havens. The US and Chinese authorities moved closer to agreeing a partial deal on trade, while the UK once again edged

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Beneath the Surface

Beneath the Surface

🕔12:47, 25.nov 2019

 A reprieve in trade tensions between the U.S. and China bolstered investor confidence in October even as political uncertainty increased around the globe. Washington and Beijing announced details of a potential deal – coined as “phase one” – for the

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Economic Debate Continues, Market Mood Brightens

Economic Debate Continues, Market Mood Brightens

🕔10:32, 25.nov 2019

Over the past few weeks, Eurozone and U.S. economic and manufacturing data releases have started showing early signs of stabilization. In the United States, PMI data have trended sideways of late. Industrial production missed expectations, but much of the weakness

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Capital Markets Update Market commentary October

Capital Markets Update Market commentary October

🕔12:50, 21.nov 2019

For the second straight month global equities outperformed U.S. equities. International developed (MSCI EAFE Index 3.6%) and emerging market (MSCI EM Index 4.2%) equities outpaced the U.S. S&P 500 Index which rose 2.2%.  The U.K. Prime Minister, Boris Johnson, reached

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Ogen nu gericht op economie

Ogen nu gericht op economie

🕔15:45, 20.nov 2019

Lichtpunten aan de horizon Wereldwijd zwakt de economische groei af. Maar er zijn signalen dat de groeivertraging niet verder doorzet. Macro-economische indicatoren duiden op stabilisatie. In de industriële sector, die de bron van de neergang is, zijn tekenen van herstel.

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Monthly Market Monitor November 2019

Monthly Market Monitor November 2019

🕔16:51, 18.nov 2019

Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class data through clear and impactful charts. Providing timely information across a broad array of markets and investment topics, this guide serves as a helpful resource in

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Food prices inflation rose visibly; trade tensions eased on the margin

Food prices inflation rose visibly; trade tensions eased on the margin

🕔15:46, 18.nov 2019

Activity indicators stabilized but remained at relatively weak levels. Pork price gapped up after the October 1 holidays. Oct. Mtd IPP coal consumption growth rose to 19.9% YoY from 5.2% YoY in Sept on a low base, but industrial utilization

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Why the US dollar may not be as overvalued as you think

🕔08:02, 13.nov 2019

IN BRIEF With the real value of the US dollar close to its strongest level in the last 50 years, many strategists are expecting the currency to suffer a relatively significant fall in value at some stage in the next

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The easing wave may subside, for now

The easing wave may subside, for now

🕔18:30, 5.nov 2019

Elga explains why we see the late-cycle policy easing as potentially coming to an end – and what it means for investors. The Fed’s rate cut last week was the latest installment of a global dovish push this year with

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Index Dashboard: Europe

Index Dashboard: Europe

🕔16:55, 5.nov 2019

European equities ended October in positive territory, despite concerns about slowing economic growth in the Eurozone and continued Brexit uncertainty. The S&P Europe 350 gained 1.1% and is on track for its best year since 2009. Most European sectors finished October

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Review of markets over October 2019

🕔15:29, 1.nov 2019

Financial markets welcomed signs of an easing in geopolitical tensions in October, with risk assets generally outperforming traditional safe havens. The US and Chinese authorities moved closer to agreeing a partial deal on trade, while the UK once again edged

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Macro And Market View Macro Research September 2019

Macro And Market View Macro Research September 2019

🕔18:39, 28.okt 2019

Presentation

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More than a mid-cycle adjustment

More than a mid-cycle adjustment

🕔10:05, 28.okt 2019

U.S. assets performed well in the third quarter, adding to strong gains from the first half of the year. Markets rallied as heightened concerns about global trade and growth pushed bond yields lower and prompted central banks to ease policy.

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Monthly Market Monitor October 2019

Monthly Market Monitor October 2019

🕔12:58, 21.okt 2019

Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class data through clear and impactful charts. Providing timely information across a broad array of markets and investment topics, this guide serves as a helpful resource in

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A Tale of Two Halves

A Tale of Two Halves

🕔09:33, 18.okt 2019

Despite an optimistic start to September, mixed geopolitical developments weighed on investor sentiment over the month. Trade tensions between the U.S. and China eased somewhat as September began: China exempted certain U.S. agricultural products from additional tariffs, and President Donald

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What happened in the past month? Charting China Monthly Review 3Q growth tracking lower, counter-cyclical efforts falling short of expectations

What happened in the past month? Charting China Monthly Review 3Q growth tracking lower, counter-cyclical efforts falling short of expectations

🕔11:01, 11.okt 2019

IP growth edged up from the lows in July-August, but remained relatively weak. 3Q GDP growth tracks lower. Demand indicators appear to be stabilizing at a relatively weak level. Following the weak IP growth (4.4% & 4.8% YoY) in July-August,

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Index Dashboard: Europe

Index Dashboard: Europe

🕔17:02, 1.okt 2019

S&P Dow Jones Indices 

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Rising recession risks

Rising recession risks

🕔18:28, 23.sep 2019

With the trade war escalating, the risk that the conflict will further dampen business confidence and capex is increasing. Whether this will lead to an outright recession will depend on the resilience of the consumer, who has so far been

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Multi-asset markets outlook

Multi-asset markets outlook

🕔17:59, 23.sep 2019

The global economy is stuck in a persistent slowdown concentrated in the manufacturing sector amidst pervasive economic policy uncertainty. The latest ISM manufacturing producer confidence index slid into contraction territory at 49.1 in August, delivering little comfort for investors. Is

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Monthly Market Monitor

Monthly Market Monitor

🕔17:38, 23.sep 2019

Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class data through clear and impactful charts. Providing timely information across a broad array of markets and investment topics, this guide serves as a helpful resource in

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August In Review

August In Review

🕔08:45, 13.sep 2019

We review trends across markets and economies in August 2019, consider what they mean for our multi-asset portfolios and present a positioning update. August started with a bang as President Donald Trump announced a 10% tariff on USD 300 billion

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Voya Multi-Asset Perspectives

Voya Multi-Asset Perspectives

🕔18:42, 9.sep 2019

Oversold Conditions and Dovish Policy Shift Trigger Rebound in Stocks  May’s sharp sell-off in stocks was swiftly countered by a rally in June that helped drive global equity markets to their best first half-year performance in over two decades. The

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Monthly Factor Report – Global

Monthly Factor Report – Global

🕔18:27, 9.sep 2019

The dominant themes of the past few months remained in place as optimism over an interest rate cut by the Federal Reserve (realized on 31 July) and progress on the China-US trade war overcame weaker economic news in Europe and

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Further signs of uncertainties on both domestic & external demand

Further signs of uncertainties on both domestic & external demand

🕔14:55, 9.sep 2019

What happened in the past month? IP growth edged up from a low level but remained sluggish; domestic demand indicators weakened further in Aug, esp. property-related ones. CICC China CMI points to softening domestic demand growth but a mild uptick

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Zoek

Asset Allocation Consensus September

Evenementen

  1. InsingerGilissen – ‘duurzaam beleggen is de nieuwe norm’

    december 10 @ 08:30 - 11:30
  2. IPF – Besturen en beleggen in 2020

    december 12 @ 10:00 - 16:00
  3. CFA – Macro-economic forecast for 2020

    december 12 @ 15:30 - 19:00
  4. JP Morgan – 2020: A make or break year?

    december 12 @ 17:30 - 21:30
  5. Asset Management Kerstborrel

    december 17 @ 17:30 - 22:00

Twitter

Our conference #UBPInvestmentOutlook had a full house in London last week! Our experts shared their 2020 outlook for the global economy and more specifically for the UK. Thank you all for coming!

Zal zijn laatste woorden aan mij nooit vergeten. Over woorden gesproken: toen ik Volcker de eerste keer ontmoette, was zijn eerste vraag:"Hoe is het met Andre Szász?" Ik had 15 minuten met hem. Het werd 1,5 uur! Er was een klik. RIP

De Asset Allocatie Awards komen er weer aan! Nominaties komen deze week, winnaars op 4 februari 2020... Hier een sfeer inpressie van vorig jaar -> https://t.co/c36HWpyGVx

Obligaties uit frontier markets keren nog wel hoge coupons uit en de default-kans is verrassend laag. "Er moet veel gebeuren om negatief te eindigen," zegt Thomas Christiansen van @UBP_Group @IEXProfs https://t.co/gDP9nspIJw

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