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Thema: De staat van banken in Corona-tijd; voldoende buffers

Thema: De staat van banken in Corona-tijd; voldoende buffers

🕔14:54, 29.Jul 2020

De publicatie van de 2e kwartaalcijfers van banken is in volle gang. Een spannende periode. Deze cijfers gaan ons namelijk meer inzicht geven in de impact van de Corona crisis op de bankensector als geheel en de individuele banken daarbinnen.

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The future of the travel & leisure sector: The analyst view

The future of the travel & leisure sector: The analyst view

🕔11:46, 24.Jul 2020

Key points: In the current environment, travel is negatively impacted as friction costs have increased, and the risk/reward balance has changed. This environment will not last forever. Attractive investment opportunities remain available in companies that can get through the current

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Sector Rotation: Can the Approach Work in Different Countries?

Sector Rotation: Can the Approach Work in Different Countries?

🕔15:41, 3.Jul 2020

Research on sector rotation, which is a popular tactical asset allocation technique, often centres on using price momentum as the sole criterion to identify outperforming sectors. The aim here  …

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Bewust Belonen en Waarderen

Bewust Belonen en Waarderen

🕔15:00, 3.Jul 2020

Een oproep aan de sector op basis van onderzoek bij banken, verzekeraars en financieel dienstverleners Financiële ondernemingen zijn wettelijke verplicht een beheerst beloningsbeleid te voeren. Hiervoor moeten zij onder meer financiële en niet-financiële risico’s inventariseren die gepaard gaan met het

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Capital Group – Webinar – The future of the travel & leisure sector: the analyst view

🕔16:00, 1.Jul 2020

Webinar – The future of the travel & leisure sector: the analyst view From the oil shock to the development of COVID treatments, we‘ll go deep on key industries and sectors to find out how they may fare through the

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Morningstar – Webinar – Long-Term Equity Investing in Volatile Markets

🕔11:00, 17.Jun 2020

Webinar – Long-Term Equity Investing in Volatile Markets Join Alex Morozov, Morningstar’s Head of the European Equity research team, as he provides broad assessment of equities’ long-term attractiveness in a highly uncertain world as well as an overview of Morningstar

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Investing in electric car technology

Investing in electric car technology

🕔11:46, 5.Jun 2020

From lighter, longer-lasting batteries to a new breed of semiconductors, there are a host of investible technologies powering the electric car revolution.

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A reporting season already hit hard by the pandemic

A reporting season already hit hard by the pandemic

🕔09:45, 29.May 2020

In the wake of first-quarter reporting season, the consensus is probably still too optimistic At -12% for the S&P 500 in the US and -35% for the Stoxx 600 in Europe, firstquarter results were hit hard by the pandemic, even

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Capital Group – Webinar – The future of the technology sector: the analyst view

🕔09:30, 21.May 2020

Webinar – The future of the technology sector: the analyst view From the oil shock to the development of COVID treatments, we‘ll go deep on key industries and sectors to find out how they may fare through the crisis –

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The future of the health care sector – the analyst view

The future of the health care sector – the analyst view

🕔09:40, 20.May 2020

Investment Insights SARS-nCoV2, the novel virus that causes the COVID-19 disease, is a novel pathogen that’s never before seen in humans. We have so far seen over 3.6 million known cases worldwide, with over 258,000 deaths. It is a highly

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Strategic Sector Selector Is this elevator going up or down?

Strategic Sector Selector Is this elevator going up or down?

🕔14:35, 15.May 2020

This is not the bear market we were expecting to end the cyclical uptrend in equities and definitely not the first quarter we envisaged when we wrote our previous edition. Our job is made more difficult by the uncertainty surrounding

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How the Digital Economy has been supporting life in lockdown

How the Digital Economy has been supporting life in lockdown

🕔12:02, 15.May 2020

Many of the companies within the Digital Economy have been well placed to assist with the challenges presented by government enforced policies of Stay at Home and Work from Home during the spread of the COVID-19 pandemic. However, this is

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BMO Market Charts

BMO Market Charts

🕔15:02, 8.May 2020

Developed international stocks have seen a wide dispersion of returns over the trailing five-year period, with six of eleven sectors posting negative returns. Looking ahead, we believe investors should consider using active management to help navigate the international equity landscape

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Covid-19: why the tech giants have emerged as winners

Covid-19: why the tech giants have emerged as winners

🕔09:08, 29.Apr 2020

As many companies plunge into the financial unknown, the tech giants could emerge stronger than ever.  While many businesses struggle to survive under the global lockdown, the largest technology companies remain afloat and in some cases are even thriving. Microsoft

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Nieuwe gevallen van coronavirus buiten China drijven markten naar beneden

Nieuwe gevallen van coronavirus buiten China drijven markten naar beneden

🕔15:00, 15.Apr 2020

Europese aandelen: moeilijke maand De Europese aandelen beleefden een moeilijke maand. Hoewel ze sterk begonnen en de zorgen over het coronavirus van zich af schudden, zorgde het stijgende aantal gevallen buiten China voor een forse koersdaling eind februari. Door de

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Servicing beyond solutions

Servicing beyond solutions

🕔16:58, 2.Mar 2020

The fourth quarter ended on a high note with US equities marching to new record highs. It closed a year where the narrative mostly had been pessimistic. Uncertainties around trade tensions, Brexit, political drama and recession fears have dominated. The

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SEB House View

SEB House View

🕔17:17, 24.Feb 2020

– As the trade war related uncertainty has faded we expect an inventory driven rebound in global growth over the coming 3-6 months Despite, in isolation, high valuations on all asset classes we expect this will be enough to fuel

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S&P 500 sector composition: more tech, less energy than ever before

S&P 500 sector composition: more tech, less energy than ever before

🕔09:34, 21.Feb 2020

The S&P 500 remains a broad equity index, but its sector mix has changed As the S&P 500 sets new record highs this month – led by tech reaching new highs, while energy revisits 2016 lows – we decided to reexamine

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Why add to (UK) equities?

Why add to (UK) equities?

🕔10:48, 31.Jan 2020

Asset Allocation update What a difference a year makes. After a bruising 2018, last year allowed investors to capture the second-best return on a blend of global equities and long-dated bonds in 30 years. For stocks it was also a year of

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Barometer: Aangemoedigd door de opkomende landen

Barometer: Aangemoedigd door de opkomende landen

🕔08:39, 16.Jan 2020

Asset allocatie: vertraging bestrijden Beleidsmakers hebben tot nu toe een forse wereldwijde economische vertraging succesvol weten te voorkomen. De Amerikaanse Federal Reserve en de Europese Centrale Bank hebben de monetaire kraan geopend, terwijl sommige regeringen in opkomende landen fiscale stimuleringsmaatregelen hebben genomen, een voorbeeld

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Stocks rise as they shrug off geopolitical risks

Stocks rise as they shrug off geopolitical risks

🕔15:50, 14.Jan 2020

Weekly Investment Commentary The world and market attention last week was focused on the U.S. strike against Iran and mounting tensions in the Middle East. Yet markets largely looked past geopolitical risks and started 2020 on a strong note.1 For

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Still Comfortable Being Uncomfortable

Still Comfortable Being Uncomfortable

🕔09:35, 14.Jan 2020

The era of micro cycles and disruption is set to continue in 2020. Equity markets continue to fascinate and surprise, with the one constant being a backdrop of uncertainty, driven by a cycle that keeps defying “the rules.”  Expectations of reflation and recovery, spurred on by

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Time for a fl ight to cyclical value in European equity

Time for a fl ight to cyclical value in European equity

🕔17:42, 13.Jan 2020

Equity markets in 2020: Watch out for a value rotation Indicators derived from monthly surveys of senior executives at selected companies that help in identifying economic trends. Growth investment style – It aims at investing in the growth potential of a

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Quant signals for EU equity sectors and styles

Quant signals for EU equity sectors and styles

🕔09:56, 7.Jan 2020

Focal Point We introduce our proprietary equity valuation tool which provides indications of over- or undervaluation for different sectors and styles of European equities. The regression-based models use macro and financial variables to provide fair value estimates of the ratio between

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Index Dashboard: Europe

Index Dashboard: Europe

🕔14:47, 3.Jan 2020

Despite slowing growth in the Eurozone, prolonged uncertainty over Britain's exit from the E.U., and global trade conflicts, European equities can look back on their best year since 2009; the benchmark S&P Europe 350 rose 2% this month to complete 2019 with a

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  1. T. Rowe Price – Webinar – What will a new era bring for Japan?

    October 7 @ 10:00 - 10:30

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