Terug naar de HomePage

Tag "Outlook"

Fondsnieuws – Investment Outlook 2020

🕔14:00, 28.nov 2019

Tijdens de Investment Outlook 2020 van Fondsnieuws duiden topeconomen en beleggingsexperts het beleggingsjaar 2019. Marieke Blom, hoofdeconomen van ING Nederland, geeft haar economische visie op het komende jaar.

Lees het volledige artikel

Candriam – Sustainbale Investment Conference

🕔13:30, 12.sep 2019

CANDRIAM SUSTAINABLE INVESTMENT CONFERENCE to be held in Amsterdam on Thursday 12 September 2019   Sustainable Investments is on top of the agenda of this afternoon conference. The worldwide climate challenge, rising inequalities, increasing materiality of ESG factors and evolving

Lees het volledige artikel
The Road Back to the 70s Implications for Investors

The Road Back to the 70s Implications for Investors

🕔17:38, 16.aug 2019

History shows that the economy and fi nancial markets are dominated by long-term regimes that at some point come to a break point, where one regime gives way to a new one. This shift may not be easy to detect.

Lees het volledige artikel
Think U.S. Cities, Trends and tactics Q3 2019 outlook

Think U.S. Cities, Trends and tactics Q3 2019 outlook

🕔17:28, 16.aug 2019

The U.S. economy grew at an annualized rate of 3.1% during Q1 2019 and is on track to grow around 2.9% in Q2 2019.1 We expect GDP growth to slow in the 2nd half of 2019 as the effects of

Lees het volledige artikel
Mid-year outlook: The more things change, the more they stay the same

Mid-year outlook: The more things change, the more they stay the same

🕔08:45, 15.aug 2019

U.S. Treasury yields declined again last week, with the yield difference between the 3-month T-bill and the 10-year Treasury note inverted further. Market expectations for a Federal Reserve (Fed) rate cut at the September meeting are high. However, the magnitude

Lees het volledige artikel
3Q 2019 Investment Outlook

3Q 2019 Investment Outlook

🕔10:08, 14.aug 2019

At the beginning of the second quarter, market sentiments were positive amid China and U.S. were en route to reach a trade agreement, U.S. central bank stopped raising interest rates and planned to end balance sheet reduction in the year,

Lees het volledige artikel
Global Asset Classes in the Spotlight

Global Asset Classes in the Spotlight

🕔18:47, 13.aug 2019

A widening gap between valuation and economic/corporate fundamentals Central banks seems to be very concerned about the slowdown in the economic cycle sparked by trade tensions. As a consequence, they have been intensifying their communications about their willingness to act.

Lees het volledige artikel
Investment directions – Autumn breezes: Change in seasons and markets

Investment directions – Autumn breezes: Change in seasons and markets

🕔17:43, 13.aug 2019

The return of fall offers cooler temperatures—but a shifting market environment. Dovish central bank policies may extend the long economic expansion, but against a backdrop of rising geopolitical tensions and trade disputes contributing to slower growth. Investors are responding by

Lees het volledige artikel
Asset Class Return Forecasts

Asset Class Return Forecasts

🕔16:37, 13.aug 2019

Medium and Long-Term Return Forecasts | Q3 – 2019 Our medium-term baseline scenario is that of a late business cycle slowdown supported by the dovish U-turn of central banks. We expect economic growth to evolve around potential for most developed

Lees het volledige artikel
The yuan, tariffs and your portfolio

The yuan, tariffs and your portfolio

🕔17:04, 12.aug 2019

A surprise tariff announcement by the U.S. met with an unexpected depreciation in the Chinese currency, sending shock waves across global markets last week. This latest escalation in U.S.-China tensions reinforces our view that trade and geopolitical frictions have become

Lees het volledige artikel
Multi Asset Monthly – August Agony

Multi Asset Monthly – August Agony

🕔11:37, 12.aug 2019

Market Outlook – The market remains in a tug of war between political challenges (trade tensions, Brexit, geopolitics) and monetary policy coming to the rescue. In the absence of central bank meetings in August, investors may refocus on macroeconomic and

Lees het volledige artikel
It’s too late to get bearish

It’s too late to get bearish

🕔17:35, 9.aug 2019

Equity Outlook Equity allocation views – After significantly outperforming at the end of last year, China and the emerging markets (EM) have significanly underperformed the US and devloped markets (DM) since December. 

Lees het volledige artikel
Mid-year outlook: The more things change, the more they stay the same (PDF)

Mid-year outlook: The more things change, the more they stay the same (PDF)

🕔13:07, 9.aug 2019

Letter to Investors – This summer marks the 10th anniversary of the US economic expansion that began in June 2009. The current cycle is now officially the longest, no small feat considering that economists have been dating business cycles since 1854.

Lees het volledige artikel
CEE Market Insight

CEE Market Insight

🕔13:44, 6.aug 2019

Market outlook Regional currencies are hovering between news around global trade disputes and a less dovish FOMC decision last week than markets had expected. The koruna and zloty were the worst-hit last week, but we see chances for further, major

Lees het volledige artikel
Central banks support markets amid trade risks

Central banks support markets amid trade risks

🕔16:31, 5.aug 2019

We see the dovish pivot by global central banks supporting the economic expansion and risk assets, with rising protectionism the key risk. Elga explains. The Fed confirmed global central banks’ dovish pivot last week, as it cut rates for the

Lees het volledige artikel
ADIA 2018 Review Prudent Global Growth

ADIA 2018 Review Prudent Global Growth

🕔17:27, 2.aug 2019

ADIA’s mission is to sustain the long-term prosperity of Abu Dhabi by prudently growing capital through a disciplined investment process and committed people who reflect ADIA’s cultural values.

Lees het volledige artikel
Goldilocks or Papa Bear?

Goldilocks or Papa Bear?

🕔17:11, 2.aug 2019

Investment Outlook To say the first half of 2019 was tumultuous does not fully capture the extreme shifts we saw in asset prices, investor psychology, and economic expectations. The stock market, as represented by the S&P 500, rose to a

Lees het volledige artikel
Review of markets over July 2019

Review of markets over July 2019

🕔17:29, 1.aug 2019

After an exceptionally strong start to the year, financial markets paused for breath in July, with most asset classes delivering muted returns. The Federal Reserve (the Fed) lowered US interest rates for the first time in 11 years, and the

Lees het volledige artikel
The intelligence that guides our investment decisions

The intelligence that guides our investment decisions

🕔17:28, 31.jul 2019

House View Q3 2019   Prepare for the worst, hope for the best The outlook for the global economy has deteriorated over recent months. Despite a somewhat more positive start to the year than expected, with growth in both the United

Lees het volledige artikel
Our 12-Month Economic & Market Outlook

Our 12-Month Economic & Market Outlook

🕔16:09, 31.jul 2019

From a trade dispute to a trade war. And back? The U.S.-China dispute weighs on our strategic outlook, even though its initial economic impact is small.  In April, the market hoped for a resolution. Instead, the U.S.-Chinese trade dispute has

Lees het volledige artikel
Stronger portfolios for turbulent times

Stronger portfolios for turbulent times

🕔14:59, 31.jul 2019

Mid-year outlook Financial markets have had a turbulent six months. They began 2019 by rebounding strongly from the severe late-2018 sell-off. In May 2019, however, the escalating US-China trade war and renewed slowdown fears caused them to surrender some of

Lees het volledige artikel
QMA Q3 2019 Outlook and Review

QMA Q3 2019 Outlook and Review

🕔13:54, 31.jul 2019

Outlook and Review Central Banks Counter Rising Geopolitical Risk with a Healthy Dose of Liquidity Economic Outlook Global growth conditions are currently among the weakest since the financial crisis, and leading indicators show no signs of a turnaround yet (Chart

Lees het volledige artikel
Investment Survival After a Rate Collapse

Investment Survival After a Rate Collapse

🕔12:50, 31.jul 2019

Quarterly Outlook Fixed Income Overview PGIM Fixed Income  Third Quarter 2019 Outlook Page | 2 While record highs on the major equity indices make for good headlines, the year-to-date returns posted by several fixed income sectors are impressive in

Lees het volledige artikel
Real Assets Outlook

Real Assets Outlook

🕔17:53, 26.jul 2019

Real Assets Outlook Deflation concerns weigh more on the minds of investors than inflation Inflation fears have been subdued in the market over the past year. Both core CPI and headline CPI have been declining over the past nine months

Lees het volledige artikel
Marktvooruitzichten Voor Het Tweede Halfjaar Van 2019

Marktvooruitzichten Voor Het Tweede Halfjaar Van 2019

🕔17:28, 26.jul 2019

Wereldwijde groei zou moeten aantrekken als de handelsgeschillen niet verergeren. Dalende obligatierendementen wijzen op een omslag in de monetaire verwachtingen.

Lees het volledige artikel

Zoek

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

Twitter

Sign up on #OpinioPro to read all the latest research on #AssetAllocation, #FixedIncome and so much more! Click here: https://t.co/90NYM4HBVh

Columbia Threadneedle writes: "Core #governmentbond #yields continued their lurch lower as volatility remained elevated, driven by further escalation in trade rhetoric and..." - Read the whole article here: https://t.co/65rGTbksaz #assetallocation

Sign up on #OpinioPro to read all the latest research on #AssetAllocation, #Equities, ESG and so much more! Click here: https://t.co/90NYM4HBVh

Load More...

Zoek op datum

augustus 2019
M D W D V Z Z
« jul    
 1234
567891011
12131415161718
19202122232425
262728293031