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Our Tactical And Strategic View

Our Tactical And Strategic View

🕔13:04, 7.jan 2019

Investment Traffic Lights  Global equities have had a miserable final quarter, as have many other asset classes. A forerunner for significantly worse times or exaggerations amid higher uncertainties? We suspect the latter.

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This too shall pass

This too shall pass

🕔13:02, 17.dec 2018

Uncommon truths 2018 has been a difficult year for asset allocators, especially those based in USD. Investors are less confident than a year ago, which may be a good sign. Much depends on the economic cycle.

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Year-end review and 2019 outlook

Year-end review and 2019 outlook

🕔11:02, 10.dec 2018

Back to Reality 2018 has been a disappointing year for investors. After the stellar investment returns of 2017, perhaps it was always likely to feel this way. As the Goldilocks economic environment of 2017 gave way to a more difficult

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Learnings From Lehman Brothers

Learnings From Lehman Brothers

🕔13:02, 15.sep 2018

Weekly Economic Commentary September 15, 2008, is a day that I will never forget. I was working for the Federal Reserve at that time, based in Chicago. My office phone rang early that morning: it was my counterpart at the

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2017 Review And 2018 Outlook

2017 Review And 2018 Outlook

🕔11:02, 15.jan 2018

Investment Strategy For global equity markets 2017 can be summed up in two facts. Firstly, realised and implied volatility fell to historic lows in the main asset classes and currency zones. For example, realised volatility in the US equity market

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2017 — The Year in Review

2017 — The Year in Review

🕔14:13, 12.jan 2018

Strategy Espresso In 2017, `risk-on’ asset classes fared well as markets were buoyed by the synchronised global recovery. At the time of writing, it is widely expected that all OECD countries will post positive growth for 2017. Central banks played a

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Een sterk jaar voor de economie en markten

Een sterk jaar voor de economie en markten

🕔09:20, 4.jan 2018

De wereldeconomie bereikte in 2017 zijn beste conditie in meer dan een decennium. De bedrijfsinvesteringen trokken aan door de versnellende winstgroei en het toenemende vertrouwen, terwijl opkomende markten deelden in het groeiherstel van de ontwikkelde markten. Zo ontstond een breed

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Lessons from 2017

Lessons from 2017

🕔13:02, 2.jan 2018

Weekly Commentary We draw lessons from a year that saw surprisingly large returns, including on the role of steady growth, low volatility and political risk. Major developed market central banks raised their 2018 growth forecasts last week, while several emerging

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Year-end review and 2018 outlook

Year-end review and 2018 outlook

🕔04:08, 15.dec 2017

Investment Outlook It’s been another good year for investors with strong returns having been delivered across a broad range of asset classes and investment strategies during 2017. Some commentators will no doubt have been surprised by this positive outcome. At

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Lessons from 2017

Lessons from 2017

🕔17:02, 14.dec 2017

Lesson 1 – the madness of crowds The multiplying frenzy surrounding bitcoin is being fed by little more than price momentum (Figure 1). There has been no commensurate (or even perceptible) change in the fundamental prospects of the crypto-currency this

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Zoek

Asset Allocation Consensus September

Evenementen

  1. InsingerGilissen – ‘duurzaam beleggen is de nieuwe norm’

    december 10 @ 08:30 - 11:30
  2. IPF – Besturen en beleggen in 2020

    december 12 @ 10:00 - 16:00
  3. CFA – Macro-economic forecast for 2020

    december 12 @ 15:30 - 19:00
  4. JP Morgan – 2020: A make or break year?

    december 12 @ 17:30 - 21:30
  5. Asset Management Kerstborrel

    december 17 @ 17:30 - 22:00

Twitter

Our conference #UBPInvestmentOutlook had a full house in London last week! Our experts shared their 2020 outlook for the global economy and more specifically for the UK. Thank you all for coming!

Zal zijn laatste woorden aan mij nooit vergeten. Over woorden gesproken: toen ik Volcker de eerste keer ontmoette, was zijn eerste vraag:"Hoe is het met Andre Szász?" Ik had 15 minuten met hem. Het werd 1,5 uur! Er was een klik. RIP

De Asset Allocatie Awards komen er weer aan! Nominaties komen deze week, winnaars op 4 februari 2020... Hier een sfeer inpressie van vorig jaar -> https://t.co/c36HWpyGVx

Obligaties uit frontier markets keren nog wel hoge coupons uit en de default-kans is verrassend laag. "Er moet veel gebeuren om negatief te eindigen," zegt Thomas Christiansen van @UBP_Group @IEXProfs https://t.co/gDP9nspIJw

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