Programma 23 januari 2020, Amsterdam 14:45 Aankomst en registratie 15:15 Welkom 15:20 Mathijs Bouman, keynote spreker 15:55 Malie Conway, Allianz GI, over Fixed Income 16:20 Koffie-break 16:40 Luca Paolini, Pictet AM, over Equities 17:05 Paul Jackson, Invesco,
Macro-Economic Outlook for 2020 – Manufacturing activity has fallen to levels not seen since the global financial crisis; rising trade and geopolitical tensions raise downside risks to business activity – But domestic demand is holding up well – And discussions
The Strategic Perspective. Looking out into the horizon, we believe the next decade will be vastly different. Extraordinary measures by central banks pulled us out of the Great Recession and encouraged investors to take on excess risk. Global asset prices
Davos Brief The global economic expansion is stretching, but powerful structural trends are testing limits — and intersecting with the near-term outlook. The trends include rising inequality and social unrest; deglobalization and fragmentation into trade blocs; an intensifying focus on
De standaard voor opticiens in de Verenigde Staten is een 20/20-zicht (20/20 vision). Dat geeft aan wat een "normaal" mens zonder oogafwijkingen zou moeten kunnen zien als hij 20 voet van een oogkaart staat. Een 20/20-zicht betekent dat een mens
Late in the market cycle, Greg Kolb, Chief Investment Officer for Perkins Investment Management*, shares why he thinks investors would do well to focus on high-quality value or cyclical stocks, particularly outside the US. *Perkins Investment Management is a subsidiary
CEE Bond Market Report CEE could face limited issuance this year. The fundamentals are generally fine, except for Romania, where the rating outlook is negative. High inflation does not warrant too much spread narrowing in CEE, except for Croatia and
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
What themes in geopolitical risks are worth monitoring – other than the ongoing U.S.-Iran tensions? Mike explains. The U.S. killing of a top Iranian military leader and the subsequent retaliation by Iran in recent weeks marked an escalation in U.S.-Iran
PRIVATE CREDIT Amid negative yields, opportunities to generate alpha above comparable public debt Our managers’ outlook unfolds against an unusual backdrop: a remarkable rate environment, in which the number of negative-yielding debt instruments is on the rise, with a powerful
ASSET ALLOCATION Beyond the traditional lies a world of alternatives A recent innovation on the food front—a plant-based burger that echoes the flavor and texture of meat—has captured the attention of many people, including the authors of this article, a
GLOBAL REAL ESTATE Building a diversified core real estate allocation for income and stability Economies are another year further along in their mid to late cycles, and many asset classes, including real estate, are generally fully priced. In past cycles,
PRIVATE EQUITY Rapid innovation and small to mid market dynamics offer opportunities in a challenging environment As we enter 2020, we see global challenges as well as opportunities in the private equity (PE) markets. Fund-raising continues apace, investor demand is
TRANSPORT Increasing stability across sectors Even as global transportation investments have grown in size and stature, the real asset class remains little known to institutional investors. Driven by decades of globalization, the diversity of transport assets has increased dramatically. Ranging
INFRASTRUCTURE Concentrating on the core For the better part of a decade, and in particular over the last five years, institutional investors have increasingly embraced the potential of equity investment in core private infrastructure assets: diversification, inflation protection and yield.
HEDGE FUNDS Opportunities in sustainability, next-generation digital and value Among the convictions shared by our hedge fund professionals investing across a diversity of strategies: Technological advances will continue to reshape the investment landscape in 2020, offering stock selection opportunities—some arising
MACROECONOMIC OUTLOOK Why the global economy—and markets—still have room to run Although some of the risks that have weighed on the global economy may be starting to fade, it is too soon to sound the all-clear. We anticipate that 2020
The second annual edition of J.P. Morgan Asset Management’s Global Alternatives Outlook presents a 12- to 18-month outlook for a wide range of alternative asset classes. Drawing on the insights of more than 700 alternatives professionals around the globe, we
Spectrum Asset Management: 2020 Outlook Macro and market Some macro risks—such as Brexit—appear to be de-escalating, but uncertainties continue; trade war negotiations are likely to overhang sentiment into the United States election. The U.S. election process should be spirited and
2019 turned out to be very different to what most market participants had expected at the turn of the year. This time last year, weakening data, escalating tension between the US and China and a seemingly agnostic Federal Reserve overtightening
Asset allocation ideas to help position your portfolio for the challenges and opportunities ahead. The year ahead will likely bring slowing growth, negative interest rates, steep valuations and geopolitical concerns. Effective strategies to navigate this environment may include diversifying risk, going
We believe global stocks have greater performance potential than global bonds, supported by continued global growth. Within both bonds and equities, we continue to forecast stronger return potential for emerging markets, over a seven-year investment horizon. With short-term interest rates
Man DNA Team Market Radar The graphs/charts in this document represent internal valuation models/metrics. These are shown for information purposes only and should not be considered a recommendation for the purchase/sale of a security. Forward-looking judgements are based on current
In many ways, the macro outlook is brighter today than it was one year ago as economic growth is solidifying, trade and monetary policy risks have receded and sentiment has improved. Yet, we think market returns may be lower over
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 wish list, but
"We more than ever need a targeted investment agenda that stimulates ‘real’ economic growth," @hanswstegeman argues, "instead of the current financial agenda, which above all sustains elevated asset prices."
Discover our Q1 2020 Economic Outlook on our website now.
Global 5G deployment could trigger the emergence of a whole range of new services, say UBP’s experts. Read this piece to find out why and how.
