Het is ons een genoegen jullie uit te nodigen op de jaarlijkse Real Estate Strategy Outlook van Principal Real Estate Investors. We ontvangen jullie graag op 16 januari 2020 voor een lunch presentatie waarbij de 2020 Real Estate Strategy
We expect to see flows back into UK equity and credit now that some of the Brexit uncertainty has been removed. The ruling UK Conservative Party won a large outright majority in Thursday’s election, giving Prime Minister Boris Johnson a
DATUM Donderdag 12 december 2019 17.30 – 21.30 PROGRAMMA 17.30 – 18.00 Welkom 18.00 – 19.15 Presentatie Vooruitzichten 2020 19.15 – 21.30 Walking dinner en kerstcocktails
We asked a number of our fund managers what they think will be the key events for their asset class in 2020 and their possible impacts.
Macro-economic forecast for 2020 Ongoing geopolitical uncertainties have deeply affected the world economy in 2019. World trade has contracted and firms investment weakened, slowing down manufacturing activity in most regions. But up to now domestic demand and the service sector
The global economy should perform better in 2020, underpinned by a US-China trade truce and lower interest rates, Schroders’ chief economist Keith Wade explains.
In recent weeks equities rallied along with bond yields as investors reacted to the prospect of a US-China ‘phase one deal’ and fading global recession fears. The value of negative yielding bonds continued to fall, from US$17 trillion over the
2019 has been defined by binary risks in the global economy, with prominently the trade war between the US and China – potentially extending to the EU – and to a lesser extent, but very relevant for Europe, Brexit. Unsurprisingly,
The Age of Uncertainty Welcome to our Investment Outlook for 2020, as we continue to live in an “age of uncertainty”. 2019 has been a year of contrast. On one hand, the narrative of the year in financial markets has
Emerging Markets –tomorrow is another day Growth has been weak in 2019, hurt by the US/China trade war and a series of idiosyncratic issues for countries such as India, Brazil, Mexico, Argentina and South Africa. We expect some rebound in
Jean highlights some key takeaways that may help you with next year’s investment decisions. What’s in stock for 2020 for the global economy and markets? We see a big shift in the macro environment – as the dovish monetary policy
Panorama Shock tactics A new year and a new decade approach, yet at first glance the major challenges to investors look set to remain unerringly familiar. A crystal ball for predicting the course of 2020 would be top of the
2020 Outlook In brief: – 2019 was marked by a significant slowdown in global growth. – Our scenario for 2020: no recession, despite a slowdown in economic activity in the US and in China and sluggish growth in Europe. –
2020 Institutional Outlook Executive Overview Despite big gains for stocks and bonds during 2019, institutional investors are worried that stalled trade talks, slow global growth, and low yields could hurt portfolio performance in 2020. But even as they see a
Market outlook • Investors entered autumn with great anxiety about the trade war and Brexit. Those risks have abated, and so have flight-to-quality flows. • Headline risk into yearend includes trade war news (US, China, EU) and US employment data.
Macroeconomic Outlook 2020 Key points • Fears of a 2019 global recession have abated as major macro risks have started fading. • However, for 2020 we think actual GDP growth is unlikely to be able to exceed potential in the
We identified the protectionist push as a key market driver this year but we did not foresee the massive move down in global yields. Scott talks through our 2019 calls. In 2019 the key drivers of global markets have been
Fidelity Multi Asset Risk asset have continued to march ahead, with US markets reaching alltime highs again in early November as the earnings season came in better than expected, and at least a temporary truce in the US-China trade dispute appears
Summary Global Economic Outlook: We expect real economic growth in the developed economies to continue to moderate over the next decade, as it has for the last 30 years. This is due to limited growth of the developed labor force,
Op dinsdag 3 december organiseert Alpha Research een Seminar in Rosarium Amsterdam met het thema: Lower for longer – De gevolgen van een langdurige lage rente. Gastspreker Bob Homan, hoofd ING Investment Office, zal spreken over de ING Outlook van
Investment Perspective The short-term drivers of market performance are not always clear, but an improving outlook toward economic growth seems to be a clear contributor to the recent rally in equities. At the same time, a rapidly slowing manufacturing sector
Global Outlook Markets are being dominated by the US/China trade war and fears about slowing global growth. In this month’s Global Outlook, we discuss how investment teams across ASI are addressing these issues.
Global Outlook Asset allocation While economic data suggest that the weak global growth backdrop will persist into 2020, investor sentiment has turned more constructive, supporting rising stock markets and bond yields. We remain skeptical on the prospect of a meaningful
Macro Outlook – Global growth continues to face headwinds from a downturn in the industrial cycle and uncertainty related to trade tensions. Nevertheless, the trend in the global Nowcast remains broadly stable at around 2% – US growth remains robust
Global Market Outlook (In-brief) An improving outlook • We retain a constructive view on risk assets (equities and credit) and multiasset income strategies, especially over the next 3-6 months. • Within equities, we have a preference for Developed Markets. The
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
