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Tag "Outlook"

Expect a tougher climb

Expect a tougher climb

🕔17:02, 10.jul 2019

Global Investment Committee Outlook  Time for more defense  Nuveen’s investment theme in 2019 has been Expect a tougher climb. A straightforward declaration, but one with nuance and range: For the first half of the year, the emphasis was still on

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Investors’ Outlook

Investors’ Outlook

🕔19:02, 30.jun 2019

In rough seas, the ship needs to stay the course Viewpoints – Why now could be the time to buy the dip in euro corporate bonds Equities – Investors flee to safety as the economic giants battle it out Focus

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SEB House View

SEB House View

🕔17:02, 30.jun 2019

Global equities are in our view discounting a too positive economic scenario We maintain our base case scenario that global growth will accelerate in Q3 due to the fiscal and monetary stimulus launched by China and due to base effects

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Market Insights Q2 2019 – Outlook Remaining Bullish as the cycle goes on

Market Insights Q2 2019 – Outlook Remaining Bullish as the cycle goes on

🕔17:02, 30.jun 2019

Three months ago, following a brutal period for equities, we noted that investors were likely to be rewarded by “being fearful when others are greedy – and greedy when others are fearful”. Spectacular returns over the first quarter demonstrated the

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More troubles ahead

More troubles ahead

🕔15:00, 21.jun 2019

Big gains so far this year and continuing trade conflicts limit the near-time upside in equity markets.  The combination of the year-to-date rally and deteriorating prospects of a trade deal make the near-term risk-reward for equities unattractive.  In the near

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Still some juice left, but not much

Still some juice left, but not much

🕔10:21, 3.mei 2019

Equity markets have remained buoyant in recent weeks: the S&P 500 is trending towards an all-time high, the European equity market (STOXX 600) is close to last year’s peak and the performances of emerging markets have also been very strong.

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Perspectives Global Equities – Q1 2019

Perspectives Global Equities – Q1 2019

🕔10:49, 29.apr 2019

Economy and markets The start of the year saw most major indices recover with double digit growth after a disappointing fourth quarter of 2018. Global equities rose 12.6% during the first quarter of 2019, as measured by the benchmark MSCI

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Global Investment View

Global Investment View

🕔11:02, 26.apr 2019

Still some juice left, but not much Equity markets have remained buoyant in recent weeks: the S&P 500 is trending towards an all-time high, the European equity market (STOXX 600) is close to last year’s peak and the performances of

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Equity Outlook

Equity Outlook

🕔11:02, 26.apr 2019

How resilient is the rebound? The start of 2019 brought a rebound for global equities. After a bruising fourth-quarter sell-off, stocks bounced back despite concerns over slowing economic growth and downward earnings revisions. The Federal Reserve’s decision to put rate

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This time it’s different

This time it’s different

🕔17:02, 18.apr 2019

Fundamental Equities Outlook  Since the beginning of the year, global equity markets have staged a swift comeback, turning around the dismal performance of the final quarter of 2018. Year-to-date, the MSCI World is up almost 16% in US dollar terms

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Global Equity Views 2Q 2019

Global Equity Views 2Q 2019

🕔11:02, 15.apr 2019

Themes and implications from the Global Equity Investors Quarterly After a rip-roaring recovery from the miserable end to last year, it is easy to think of reasons to take a more cautious view of the prospects for world equity markets.

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Truths and the Future of Active Equity Investing

Truths and the Future of Active Equity Investing

🕔02:10, 28.feb 2019

Use of index strategies has increased in recent years, but institutional investors globally say that has not diminished the importance of active equity strategies in their portfolios. A survey and interview program with more than 200 institutional investment decision makers

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Equity Outlook – PGIM

Equity Outlook – PGIM

🕔11:02, 15.feb 2019

The upside of the downturn Equity investors worldwide greeted the new year with an array of heightened concerns. A difficult fourth quarter brought volatility and annual losses for many major indexes. Among the issues that contributed to the downturn were

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Barometer: Happy new year?

Barometer: Happy new year?

🕔14:03, 6.feb 2019

The global economy is cooling. Concerns about a full-blown trade war between the US and China have led to a significant deterioration in business confidence and economic activity, particularly in the developed world. It's not all doom and gloom, though.

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Global Equity Views 1Q 2019

Global Equity Views 1Q 2019

🕔19:02, 18.jan 2019

Themes and implications from the Global Equity Investors Quarterly  After a year of weak returns and an environment in which traditional style factors underperformed, many of our investors now see an above-average level of opportunity across areas of global stock

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The Global Investment Outlook

The Global Investment Outlook

🕔11:02, 3.jan 2019

Global economy decelerates as headwinds mount and tailwinds fade After enjoying solid and accelerating global growth in 2017 and the first half of 2018, momentum has waned and we expect this trend to continue into 2019. Financial conditions have worsened

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The Global Investment Outlook

The Global Investment Outlook

🕔11:02, 3.jan 2019

Global economy decelerates as headwinds mount and tailwinds fade After enjoying solid and accelerating global growth in 2017 and the first half of 2018, momentum has waned and we expect this trend to continue into 2019. Financial conditions have worsened

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Distortion, divergence and diversification

Distortion, divergence and diversification

🕔15:02, 28.dec 2018

Global Investment Outlook The global economy holds the potential to maintain solid momentum in 2019, in our view, underpinned by the strength of US fundamentals and demand. Volatility returned to global financial markets in 2018 as the narrative around synchronized

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Long-term perspective on markets and economies Long-term perspective on markets and economies

Long-term perspective on markets and economies Long-term perspective on markets and economies

🕔13:04, 25.dec 2018

If you are feeling particularly uncertain about investing heading into 2019, you’re not alone. With major economies entering late-cycle territory, volatility rising, monetary policy tightening and a trade war brewing, you may be wondering how to position your portfolio. This

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2019 Equities Outlook

2019 Equities Outlook

🕔11:03, 19.nov 2018

Finding Select Opportunities in a Durable Cycle There is more in common across all equity markets today than it might seem. In 2018, index returns were widely dispersed, with the S&P 500 outperforming while the MSCI Emerging Markets underperformed sharply.

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2019 Equities Outlook

2019 Equities Outlook

🕔11:03, 19.nov 2018

Finding Select Opportunities in a Durable Cycle There is more in common across all equity markets today than it might seem. In 2018, index returns were widely dispersed, with the S&P 500 outperforming while the MSCI Emerging Markets underperformed sharply.

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Global equity outlook

Global equity outlook

🕔02:11, 13.nov 2018

The heat is on for tech stocks amid U.S.-China cold war The U.S. and China are the two global leaders in technology, and the tech sector is the largest constituent in both countries’ stock markets. Deteriorating relations between the two

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Global equity outlook

Global equity outlook

🕔02:11, 13.nov 2018

The heat is on for tech stocks amid U.S.-China cold war The U.S. and China are the two global leaders in technology, and the tech sector is the largest constituent in both countries’ stock markets. Deteriorating relations between the two

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Seeking opportunity in uncertainty

Seeking opportunity in uncertainty

🕔15:02, 28.okt 2018

Equity Outlook Q4 2018  While most world markets advanced in the third quarter, U.S. stocks saw their biggest quarterly gain in nearly five years, boosted by rising wages, low unemployment, continued economic growth, and positive investor sentiment despite an escalating

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Corporate earnings in 2019: A fading momentum is in store!

Corporate earnings in 2019: A fading momentum is in store!

🕔15:02, 28.okt 2018

The essential After two years of strong earnings momentum, EPS growth is expected to decline considerably from 2019. Between global growth reaching its climax, the fading impact of US tax reform, the declining contribution of oil and commodities and the

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Asset Allocation Consensus Augustus

Evenementen

  1. 3de nazomer ETF BBQ

    september 4 @ 17:00 - 21:00
  2. IPFOS – Bestuurders Conferentie 2019

    september 5 @ 14:00 - 18:00
  3. BASEL IV, Uitdagingen in de Praktijk

    september 5 @ 15:30 - 19:00
  4. Invesco & Schroders – Real Assets & Energy Transition

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

    september 12 @ 13:30 - 20:30

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