Webinar – Long Term Outlook Webinar We are looking forward to welcoming you on Friday 2 October for our next virtual event with Olaf van den Heuvel, CIO Aegon Asset Management NL and Frank Meijer, Head of Alternative Fixed Income.
Change may be the only constant over the coming months. We believe investors will need to be dynamic in striking a balance between managing risks and seizing opportunities. Since we published our last outlook, many of the dynamics we observed
The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Where past …
Global Fixed Income Strategy In November 2018, the US Federal Reserve (Fed) announced that it would conduct a broad review of its monetary policy framework. The new framework will likely shape monetary policy in …
Uncommon truths Covid-19 has not gone away, shutdowns are being selectively reintroduced and we suspect the recovery becomes more difficult from here. We maintain a diversified model asset allocation. We have been living with Covid-19 for more than six months
COVID-19 maintains its grip on the global economy …
#34 The holidays are coming to an end and you might have to catch up on research. Hereby a quick overview of the best read research on OpinioPro this last week. A variety of topics is addressed – you can
Investment Outlook The COVID-19 pandemic has led to a tumultuous year for financial markets. Equity markets were crushed in the first quarter with the US stock market suffering the fastest-ever plunge into a bear market ever, losing over a third
In 2021, the IMF expects 8.2% y-o-y GDP growth for China, 6.0% for India, and 2.4% for Japan; COVID-19 is having a severe short-term impact on Asia, but the long-term impact should be small; Asian stocks look cheap compared to
Evaluating the four P's (Pandemic, Policy, Pricing and Portfolios) The first half of this year has been dominated by the spreading coronavirus pandemic and the policy response to it. The latter has been overwhelming; both monetary and fiscal policy are
As the 2020 election season heats up and President Trump’s odds of winning continue to run cold, we believe it is important to understand the investment implications of a potential change in government versus the status quo. Below, we have
As we enter the summer, conflicting forces in major equity markets have led to a period of temporary equilibrium between fear (risk of second wave, low bond yields, high gold prices) and greed (equities rallying as a result of economies
Our normal way of life has ground to a halt because of the coronavirus disease (COVID-19) pandemic. This also holds true for the economy, as governments have shut down economies to contain the spread of COVID-19 and help their health
Is de gezondheidscrisis die we op dit moment doormaken een ‘zwarte, grijze of witte zwaan’ voor de financiële markten? De kleur die we aan deze gebeurtenis toekennen, is afhankelijk van de voorspelbaarheid ervan. Nassim Taleb, die aan de oorsprong ligt
Virus containment is progressing unevenly, advanced in Europe and Asia, but concerning in the U.S. and Latin America. Meanwhile, lockdown easing and economic reopening is accelerating worldwide. With a full global economic recovery priced-in for 2021 and stimulus reflected in
Just months after one of the sharpest drops ever, stock markets globally are nearing cycle highs as most economic data continues to show repair. Fiscal stimulus and income support programs have supported consumer spending over the last several months, as
State Street Global Advisors has identified the key considerations for investors in the coming quarter, and how markets can be navigated using SPDR ETFs. We remain positive on emerging market debt (EMD). While EMD has recently risen,less developed markets have
“During major market downturns, we need to focus on how much will be the same and what’s permanently changed. The analogy we use is to look across the valley and see the other side. It was a much different situation
The first wave of the economic recovery from the pandemic has generally exceeded expectations. Policy interventions in the form of large fiscal packages, asset purchases and government loan schemes have prevented household and business failures. Economies appeared well-positioned to recover
Key points Europe has been enjoying a rare moment of outperformance recently. Still, given the abundance of “cliffs” ahead, Europe would do well with a nice policy “parachute”. For now though, the US is still doing more on the stimulus
Global Macro Outlook Behavioral changes slowing growth over the coming quarters Household sector – Increase in precautionary savings for households, similar to what we saw after the Great Depression in the 1930s – More space between seats at restaurants, cinemas,
Intermediate projections of the economy and capital markets – five-year outlook The equity rally that retraced much of the February through March drop signals that the market is pricing in a relatively quick economic rebound from the COVID-19 pandemic. However,
In June, investors were confronted with the conflicting impact of an improved outlook and a sharp increase in the number of new coronavirus cases around the world. Optimism prevailed in the end; the …
We believe there is a striking disconnect between market pricing and the real economy, especially with regard to expected company earnings. In the past three months, risk assets have pulled back from the brink of collapse, as policy makers hosed
10 PREDICTIONS FOR 2020: MIDYEAR UPDATE THE RECESSION WAS LESS SEVERE AND THE RECOVERY HAS (SO FAR) BEEN QUICKER THAN MANY EXPECTED. There is no doubt that the economic downturn was incredibly deep and painful. According to the IMF, U.S.
#Research on #Equities -> https://www.opiniopro.com/tag/outlook+equities/ @Opinio_Pro
"While #active management has always played an important role in retirement plans, the COVID19 crisis has added new layers of complexity to the active versus #passive debate. We observe a number of trends ..." -> https://www.opiniopro.com/2020/09/mfs/back-to-reality/
"Our clients are constantly grappling with market uncertainty, shrinking margins, changing regulatory requirements and a fast- changing #technology landscape. As a result, their investment ..." -> https://www.opiniopro.com/2020/09/state-street-global-advisors/the-future-is-open/ #tech
"#Emergingmarkets (EMs) are on the front lines of #climatechange, facing challenges that could hamper economic development and jeopardise human health and capital assets. Physical climate risks" -> https://www.opiniopro.com/2020/09/wellington/climate-change-and-emerging-markets-assessing-opportunities-and-challenges/
