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Tag "Outlook"

Pictet, Invesco, Allianz – Outlook 2020

🕔14:30, 23.jan 2020

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,

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Gloom doesn’t mean depression

Gloom doesn’t mean depression

🕔16:53, 20.jan 2020

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

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2020 Long-Term Capital Market Assumptions

2020 Long-Term Capital Market Assumptions

🕔16:34, 20.jan 2020

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

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Growth to pick up…

Growth to pick up…

🕔14:01, 20.jan 2020

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

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20/20-zicht op 2020?

20/20-zicht op 2020?

🕔15:29, 17.jan 2020

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

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High stock valuations demand a focus on quality in 2020

High stock valuations demand a focus on quality in 2020

🕔14:32, 17.jan 2020

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

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Contained supply versus inflation fears

Contained supply versus inflation fears

🕔12:47, 17.jan 2020

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

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Principal – Lunch Presentatie 2020 Real Estate Strategy Outlook

🕔12:00, 16.jan 2020

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

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What to watch in geopolitics in 2020

What to watch in geopolitics in 2020

🕔07:24, 16.jan 2020

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

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Global Alternatives Outlook

🕔19:25, 15.jan 2020

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

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Global Alternatives Outlook

Global Alternatives Outlook

🕔18:58, 15.jan 2020

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

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Global Alternatives Outlook

🕔18:31, 15.jan 2020

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,

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Global Alternatives Outlook

🕔18:28, 15.jan 2020

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

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Global Alternatives Outlook

Global Alternatives Outlook

🕔18:22, 15.jan 2020

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

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Global Alternatives Outlook

Global Alternatives Outlook

🕔18:18, 15.jan 2020

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.

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Global Alternatives Outlook

Global Alternatives Outlook

🕔18:16, 15.jan 2020

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

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Global Alternatives Outlook

Global Alternatives Outlook

🕔18:01, 15.jan 2020

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

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Global Alternatives Outlook

Global Alternatives Outlook

🕔18:00, 15.jan 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

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Some macro risks—such as Brexit—appear to be de-escalating, but uncertainties continue

Some macro risks—such as Brexit—appear to be de-escalating, but uncertainties continue

🕔10:34, 14.jan 2020

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

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2020 Outlook: Cautiously Constructive, Consciously Reactive

2020 Outlook: Cautiously Constructive, Consciously Reactive

🕔17:56, 13.jan 2020

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

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Five Trends Shaping Markets In 2020— And How to Respond

Five Trends Shaping Markets In 2020— And How to Respond

🕔17:48, 13.jan 2020

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

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2020 Capital Market Expectations: Continued support for asset returns 2

2020 Capital Market Expectations: Continued support for asset returns 2

🕔17:37, 13.jan 2020

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

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Man DNA Team Market Radar

Man DNA Team Market Radar

🕔17:35, 13.jan 2020

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

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20/20 vision: a clearer path for growth

20/20 vision: a clearer path for growth

🕔17:10, 13.jan 2020

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

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Investing in 2020

Investing in 2020

🕔16:58, 13.jan 2020

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

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Zoek

Twitter

#Invesco: "The global economy is rapidly decelerating, and we expect all major regions and countries around the world to grow below trend over the next few quarters, and at least through the first half of 2020." Read more on #OpinioPro: http://bit.ly/38upfCp

Nog eens even in de tijd terug gekeken. Vroeger gebruikten we 4% als bodem voor de rente. Daaronder zouden we nooit komen. 2008 was de laatste keer dat we die 4% hebben gezien. Pensioenprobleem in een notedop

"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.

#Invesco: "The global economy is rapidly decelerating, and we expect all major regions and countries around the world to grow below trend over the next few quarters, and at least through the first half of 2020." Read more on #OpinioPro: http://bit.ly/38upfCp

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