Terug naar de HomePage

Tag "sector"

Voorzichtig herstel

Voorzichtig herstel

🕔10:30, 5.dec 2019

Het klimaat op financiële markten verbetert doordat centrale banken de liquiditeitskraan opendraaien en omdat de handelsoorlog niet verder oplaait. Aandelen naar neutraal, maar liquiditeiten blijven favoriet Er breekt een waterig zonnetje door op financiële markten. Dat is voor een groot deel te danken

Lees het volledige artikel
Barometer: The investment landscape in 2020

Barometer: The investment landscape in 2020

🕔08:34, 5.dec 2019

The dollar's bull run should come to an end, weighing on US equities. Emerging market debt, European equities and value stocks have the potential to outperform. Tread carefully. The path to strong investment returns in 2020 won't be a smooth

Lees het volledige artikel
Index Dashboard: Europe

Index Dashboard: Europe

🕔10:49, 2.dec 2019

Summary European equities rose this month, for once without any new stimulus from central banks. Instead, improving economic data saw both stock prices and bond yields rise. The S&P Europe 350 gained 3%, keeping it on track for its best year since 2009. 

Lees het volledige artikel
5G Calling: The Contrarian Case for European Communication Services

5G Calling: The Contrarian Case for European Communication Services

🕔09:08, 11.nov 2019

Remind Me About 5G Communications Services was the largest change in sector classification late last year. The higher profile US sector stole the headlines, courtesy of several FAANG companies. The changes made by MSCI in their European Communications index, on

Lees het volledige artikel
Limbo for markets will not last forever

Limbo for markets will not last forever

🕔15:00, 7.nov 2019

Bad but not so bad news left the market in a limbo: equity markets were more or less flat in the month, treasury yields remained in the 1.5 / 1.8 range and credit spreads also remained within the trading range

Lees het volledige artikel
De omvang van medische innovatie

De omvang van medische innovatie

🕔13:36, 5.nov 2019

Het Global Life Sciences-team richt zich op innovaties, waaronder oplossingen voor de behandeling van hart- en vaatziekten, kanker en diabetes. Hartziekten veroorzaken bijvoorbeeld 17,9 miljoen sterfgevallen per jaar en kostten de wereld in 2010 voor $863 miljard aan zorg. Dat

Lees het volledige artikel
Investing in Health Sciences Breakthrough Therapies

Investing in Health Sciences Breakthrough Therapies

🕔18:19, 4.nov 2019

When Dr. Ziad Bakri is researching an investment idea within the biotech industry and the mounds of financial data on his desk don’t reflect what he believes comprises the entire story, the portfolio manager of the T. Rowe Price Health

Lees het volledige artikel
Four charts that show why “old tech” might surprise income investors

Four charts that show why “old tech” might surprise income investors

🕔09:49, 24.okt 2019

For decades, dividends have largely been associated with companies from more mature areas of the market such as utilities or telecommunications. Meanwhile, technology has long remained an afterthought. But what happens when tech grows up? Areas of the sector are

Lees het volledige artikel
Global Equity Ratings

Global Equity Ratings

🕔09:07, 21.okt 2019

Preferred Sectors: Health Care, Technology and Consumer

Lees het volledige artikel
Strategic Sector Selector Are we there yet?

Strategic Sector Selector Are we there yet?

🕔13:33, 16.okt 2019

Economic indicators may have deteriorated, but equity markets in the US and Europe have not moved a great deal in the third quarter, despite some volatility in August. We are none the wiser as to whether we are in a

Lees het volledige artikel
The Potential and Challenges of 5G: A Global Credit Analysis

The Potential and Challenges of 5G: A Global Credit Analysis

🕔18:21, 23.sep 2019

The world’s biggest telecommunications companies spent hundreds of billions of U.S. dollars to build the pipes that undergird the internet, yet they weren’t the big winners. Instead, the giants of search, social media, and streaming media have garnered most of

Lees het volledige artikel
Global Equity Ratings

Global Equity Ratings

🕔11:47, 2.sep 2019

Preferred Sectors: Health Care, Technology and Consumer

Lees het volledige artikel
Mispriced Innovation – Patents as a Leading Indicator for Earnings Growth

Mispriced Innovation – Patents as a Leading Indicator for Earnings Growth

🕔17:45, 30.aug 2019

By protecting intellectual property rights, patents act as a safeguard for the economic interests of inventors and give them incentive to innovate. The innovations that they were designed to protect are a driving force of technological and social change. From

Lees het volledige artikel
Late Cycle Investing: How to Position and Protect Portfolios Within Leveraged Finance

Late Cycle Investing: How to Position and Protect Portfolios Within Leveraged Finance

🕔13:55, 29.jul 2019

Leveraged finance markets continue to provide active managers with compelling opportunities to generate alpha. Here, we offer our views on how to use security selection and sector allocations to enhance a portfolio’s outperformance potential, while defending against the risks ahead.

Lees het volledige artikel
Strategic Sector Selector The moment before the penalty kick

Strategic Sector Selector The moment before the penalty kick

🕔09:41, 29.jul 2019

US and European equity markets continued upward during the second quarter of 2019, albeit at a more moderate pace. Expectations of monetary easing by major central banks provided a short-term boost but leaves us with little visibility of what comes

Lees het volledige artikel
Weekly Economic Commentary

Weekly Economic Commentary

🕔07:36, 22.jul 2019

Bumpy Road Ahead For The U.S. Auto Industry Germany’s Motor Is Sputtering Chinese Auto Sales Are Stuck in Reverse

Lees het volledige artikel
Sector Dashboard

Sector Dashboard

🕔13:02, 13.mei 2019

Equity markets surged back in the first quarter of 2019, but it was only towards the end that we saw investor confidence start to recover. The first move by investors was to defend their core equity positioning and consider reducing

Lees het volledige artikel
Index Dashboard: Europe

Index Dashboard: Europe

🕔13:02, 1.mei 2019

Shrugging off slowing growth and uninspiring economic data, European equities continued to ride a “risk on” wave in April. The S&P Europe 350 gained 4% on the month. With first-quarter earnings coming in better-than-feared for Europe’s blue-chips, and with further

Lees het volledige artikel
Index Dashboard: U.S.

Index Dashboard: U.S.

🕔13:02, 1.mei 2019

U.S. equities gained steam in April, powered by positive earnings, potential progress in U.S./China trade talks, and recent dovish sentiment from the Fed. The S&P 500®, the S&P MidCap 400® and S&P SmallCap 600® all gained 4%, and the VIX®

Lees het volledige artikel
Sector Dashboard

Sector Dashboard

🕔11:02, 12.apr 2019

Overview Equity markets surged back in the first quarter of 2019, but it was only towards the end that we saw investor confidence start to recover. The first move by investors was to defend their core equity positioning and consider

Lees het volledige artikel
Future of financial services

Future of financial services

🕔16:47, 9.apr 2019

Perspectives The Fourth Industrial Revolution has brought to the fore technologies such as blockchain, artificial intelligence (AI), robotics and automation, Internet of Things (IoT) and analytics, to name a few. The convergence of these technologies and its effects are already

Lees het volledige artikel
Sector Effects in the S&P 500® The Role of Sectors in Risk, Pricing, and Active Returns

Sector Effects in the S&P 500® The Role of Sectors in Risk, Pricing, and Active Returns

🕔13:02, 2.apr 2019

Sometimes, the sector composition of an equity portfolio is of primary importance. At other times, single-stock risks are more prominent. In this paper, we shall: Assess the relative importance of sectors in determining the performance of the S&P 500 and

Lees het volledige artikel
Sector Effects in the S&P 500® The Role of Sectors in Risk, Pricing, and Active Returns

Sector Effects in the S&P 500® The Role of Sectors in Risk, Pricing, and Active Returns

🕔13:02, 2.apr 2019

Sometimes, the sector composition of an equity portfolio is of primary importance. At other times, single-stock risks are more prominent. In this paper, we shall: Assess the relative importance of sectors in determining the performance of the S&P 500 and

Lees het volledige artikel
Accessing the Leading Growth Themes in Technology

Accessing the Leading Growth Themes in Technology

🕔15:02, 29.mrt 2019

Tech companies continue to innovate and disrupt. Exposure to secular growth trends makes the sector less reliant on economic growth. It can be hard to pick just one winner — investing in a basket of companies allows investors to diversify

Lees het volledige artikel
Spdr Etfs Sector Dashboard

Spdr Etfs Sector Dashboard

🕔13:02, 8.mrt 2019

Overview Sector inflows are back! Renewed investor confidence has seen net buying of equities and sector ETFs since mid-February. This has included Technology which proved a good sentiment indicator last year. Our three SPDR Sector Picks led the performance returns in February on

Lees het volledige artikel

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

Load More...

Zoek op datum

december 2019
M D W D V Z Z
« nov    
 1
2345678
9101112131415
16171819202122
23242526272829
3031