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2nd Quarter 2019 – Market Review and Outlook

2nd Quarter 2019 – Market Review and Outlook

🕔10:51, 20.jul 2019

Global equities extended their 2019 gains into the second quarter, but with substantial volatility. Trade tensions — re-ignited by the threat of tariffs on essentially all US imports from China, the US government’s designation of Chinese telecommunications giant Huawei as

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Review of markets over the second quarter of 2019

Review of markets over the second quarter of 2019

🕔13:02, 5.jul 2019

Market Review In June, the central banks came to the rescue. Confronted by weaker economic data, risks to the trade outlook and still low inflation, the Federal Reserve (the Fed) and the European Central Bank (ECB) indicated that the cavalry

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A review of global markets and portfolio positioning in Q2

A review of global markets and portfolio positioning in Q2

🕔13:02, 5.jul 2019

We review trends across markets and economies in Q2 2019, consider what they mean for our multi-asset portfolios and present a positioning update. The second quarter of 2019 brought largely negative news on the U.S.-China trade front, a corresponding dovish

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Index Dashboard: S&P Europe 350® Factor Indices

Index Dashboard: S&P Europe 350® Factor Indices

🕔11:02, 2.jul 2019

European equities continued their rally into Q2 with the S&P Europe 350 rising 3%, modest compared to its stellar first quarter gains of 13%.  Most of our core European factor indices rose in the second quarter, with the S&P Europe

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Quarterly markets review – Q1 2019

Quarterly markets review – Q1 2019

🕔11:02, 5.apr 2019

A review of Q1 2019 when equities rebounded, supported by market expectations that the Federal Reserve will not raise interest rates this year.

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Quarterly markets review – Q1 2019

Quarterly markets review – Q1 2019

🕔11:02, 5.apr 2019

A review of Q1 2019 when equities rebounded, supported by market expectations that the Federal Reserve will not raise interest rates this year.

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Fixed Income Update

Fixed Income Update

🕔19:02, 18.jan 2019

Fourth Quarter 2018 Key Points  U.S. economic data remained firm, but signs of a potential slowdown in the U.S./global economy have been growing. The yield curve flattened, with the spread between 2 & 10-Year Treasurys reaching its lowest level in

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Review of Markets

Review of Markets

🕔13:02, 4.jan 2019

Over the fourth quarter of 2018 The final quarter of 2018 was not good for equity markets. Investors have had to contend with rising US central bank interest rates, a sharp slowdown in eurozone business confidence, weaker Chinese growth and

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Review of Markets

Review of Markets

🕔13:02, 4.jan 2019

Over the fourth quarter of 2018 The final quarter of 2018 was not good for equity markets. Investors have had to contend with rising US central bank interest rates, a sharp slowdown in eurozone business confidence, weaker Chinese growth and

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Top of Mind: Three ideas for the final quarter of 2018

Top of Mind: Three ideas for the final quarter of 2018

🕔13:02, 28.nov 2018

Each quarter, Multi-Asset Strategist Adam Berger takes a quick tour of what he’s hearing from total-return-focused investors and what’s “top of mind” in terms of strategic and opportunistic ideas. Here we highlight some of his thoughts from the latest session

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Third Quarter 2018 Review and Outlook

Third Quarter 2018 Review and Outlook

🕔09:02, 6.okt 2018

The S&P 500 posted its best quarterly results in 5 years, with a nearly 8% gain, bringing year to date returns close to 11%. Every industry sector posted higher returns, paced by healthcare (+14%). The laggard was materials (+.04%) which

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Is the economic cycle shifting?

Is the economic cycle shifting?

🕔11:02, 5.okt 2018

In this Issue Many investors fear the economy may shift into recession, as all good things must come to an end. We don’t share their nearterm pessimism. However, ten years into a US expansion, we do see rising market volatility

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L/Sequity Half-Year Review

L/Sequity Half-Year Review

🕔05:08, 31.jul 2018

The Weekly Brief Coping With Political Uncertainties. This week, hedge fund returns were dragged by CTAs. Early signs of the Bank of Japan moving out of zero interest-rate policy hit their Japanese bonds and short JPY positions. Some Event-Driven strategies also

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Quarterly Review Second Quarter 2018 Guiding Light

Quarterly Review Second Quarter 2018 Guiding Light

🕔09:02, 6.jul 2018

The Guiding Light The Guiding Light holds the title of the longest-running soap opera of all time. When it was canceled in 2009, it had tallied 18,262 episodes over 57 seasons. The show started its run in 1952 – coincidentally

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Review of markets over the second quarter of 2018

Review of markets over the second quarter of 2018

🕔09:02, 6.jul 2018

Market Review After a tricky first quarter, most equity markets have had a better second quarter. This has been helped by data confirming that the first-quarter weakness in US consumption was a temporary blip. US retail sales grew by over

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Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔12:36, 9.apr 2018

A review of global markets and portfolio positioning in Q1 Equity market volatility made a comeback in the first quarter of 2018, with the VIX index gaining 9 points and the MSCI All Country World Index performing poorly, returning -0.96%.

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Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔12:36, 9.apr 2018

A review of global markets and portfolio positioning in Q1 Equity market volatility made a comeback in the first quarter of 2018, with the VIX index gaining 9 points and the MSCI All Country World Index performing poorly, returning -0.96%.

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Overview of markets in Q1 2018

Overview of markets in Q1 2018

🕔19:02, 7.apr 2018

Quarterly Markets Review Global equity markets declined in Q1 with investors unnerved first by concerns about the path of US interest rate rises and then worries over trade. Global bond markets reflected higher inflation, with most major government bond yields

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Bond Fund Prices Fall in Q1

Bond Fund Prices Fall in Q1

🕔13:02, 7.apr 2018

Executive Summary Fixed income funds retreated 0.56% on average for Q1 2018, a dip of 1 percentage point from their positive 0.46% return for Q4 2017. While all fi ve of Lipper’s fund macro-groups had posted gains for Q4, only

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Perspectives Global Equities

Perspectives Global Equities

🕔11:02, 2.feb 2018

Q4 2017 Economy and markets Another strong quarter for global equities; energy rally continues Factors Quality and Momentum continue to outperform Earnings Remain robust but sentiment is now close to record levels Valuation A record-breaking year for global equities 

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Fixed Income Update

Fixed Income Update

🕔13:02, 28.jan 2018

Q4 2017 Key Points  The Treasury curve flattened as the Federal Reserve raised its benchmark fed funds rate 25 basis points in December. This was the fourth increase since December 2016. The new U.S. tax policy may favor municipal bond

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Overview of markets in Q4 2017

Overview of markets in Q4 2017

🕔11:02, 8.jan 2018

Quarterly Markets Review Global equities capped off a strong year with gains in the fourth quarter. In fixed income, the US Treasury and German Bund yield curves flattened. The S&P 500 made a strong advance in the quarter, buoyed by

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Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔12:38, 2.jan 2018

A review of global markets and portfolio positioning in Q4 Global growth remained strong and well-distributed geographically in the fourth quarter. The resurgent global manufacturing cycle is helping lift investment outlooks across developed and emerging economies. Inflation pressure stayed muted.

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Q3 2017: A more challenging quarter for active management

Q3 2017: A more challenging quarter for active management

🕔05:12, 16.nov 2017

Blending active and passive management in Q3 Most active managers trailed passive investments in Q3. For example, the average active equity manager underperformed by 0.7% In fixed income, the decreasing rate environment impeded many managers. This was most obvious among

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European Smart Beta ETF Market Trends

European Smart Beta ETF Market Trends

🕔06:10, 21.okt 2017

Lyxor ETF Research Q3 2017 in brief The European Smart Beta ETF market had modest inflows of EUR555m in Q3 2017. Net New Assets at the end of the quarter stood at EUR4.0bn, meaning total Assets under Management were up

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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
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    september 12 @ 13:30 - 20:30

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