CFA – Workshop: The role of energy and metals in an investment portfolio AMSTERDAM

🕔16:30, 29.okt 2019

Join CFA Sociey VBA Netherlands and experts from CME Group for an in-depth workshop on: The role of energy and metals in an investment portfolio The outlook on risk and return of commodity markets can form the basis of portfolio construction.

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US CRE Insights

US CRE Insights

🕔18:06, 21.okt 2019

So far in the second half of 2019, commercial real estate (CRE) operating fundamentals remain healthy across most property sectors and geographies. Occupancy rates continue to trend above their long-term averages and growth in net operating income has re-accelerated as

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A sudden improvement on Brexit and US-China trade talks?

A sudden improvement on Brexit and US-China trade talks?

🕔12:54, 17.okt 2019

Positive developments can be reported about Brexit and the US-China conflict, two issues that have caused a lot of uncertainty during the last 12 months. In turn this uncertainty has caused a significant amount of damage to the global economy.

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Trump impeachment is likely, but impact on financial markets would be short-lived

Trump impeachment is likely, but impact on financial markets would be short-lived

🕔15:46, 16.okt 2019

Impeachment process: The Democratic Party has announced the opening of an impeachment inquiry against President Donald Trump following revelations that he pushed Ukrainian President Volodymyr Zelenskiy to investigate the son of Democratic opponent Joe Biden. The impeachment process is long

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US President Impeachment Process: Key Things To Know

US President Impeachment Process: Key Things To Know

🕔14:41, 16.okt 2019

WHAT Impeachment is a procedure envisaged by the US Constitution under which all civil officers shall be removed from office on impeachment for, and conviction of, treason, bribery, or other high crimes and misdemeanours. The term "high crimes and misdemeanors”

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A US-China ‘mini deal’

A US-China ‘mini deal’

🕔10:03, 16.okt 2019

The US and China have agreed a truce in their trade conflict with a ‘mini deal’ that sees the US holding off on tariff increases scheduled for 15 October in exchange for some concessions from China, mainly around agricultural purchases

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Trade war déjà vu is scant comfort to investors

Trade war déjà vu is scant comfort to investors

🕔15:03, 15.okt 2019

We’re not convinced that the latest trade war détente between Donald Trump and Xi Jinping will prove any more lasting than the previous one.  Beset by slowing domestic economies and under pressure to end a damaging trade war, Xi Jinping

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Negotiations on trade and Brexit continue, but has progress been made

Negotiations on trade and Brexit continue, but has progress been made

🕔14:03, 15.okt 2019

Last week’s surprise Brexit development was that a private meeting between UK Prime Minister Boris Johnson and the Irish Taoiseach Leo Varadkar resulted in what was described as a “pathway to a deal” . After weeks of negative reporting, the

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The Elizabeth Warren moment

The Elizabeth Warren moment

🕔11:49, 15.okt 2019

E. Warren is now neck-and-neck with J. Biden (27%) in the Democratic primary polls and far ahead of B. Sanders (15%).From her fifth-place position just six months ago, she has risen 21 points in the polls since then, while Biden

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The New Consumer

The New Consumer

🕔09:44, 15.okt 2019

Ten years into the longest economic recovery in the history of the United States, investors are becoming increasingly concerned about a downturn. Along with the late cycle, trade tensions, stagnating corporate margins, and a Federal Reserve with limited tools in

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Cannabis in America: Investment Opportunities in the World’s Largest Cannabis Market

Cannabis in America: Investment Opportunities in the World’s Largest Cannabis Market

🕔18:23, 14.okt 2019

Our thematic provides an analysis of the investment opportunity presented by the US cannabis industry and builds a case for its attractiveness both in absolute terms and relative to other cannabis investment opportunities in Canadian and international markets. We examine

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Gloomy week for US data puts spotlight on the Fed

Gloomy week for US data puts spotlight on the Fed

🕔14:46, 9.okt 2019

US hiring and wage growth missed estimates in September. This puts more pressure on the Federal Reserve (Fed) to cut interest rates for the third time this year, especially as it comes after a slew of disappointing US data this

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Global economic slowdown underlined by weak sector data

Global economic slowdown underlined by weak sector data

🕔15:32, 8.okt 2019

Last week saw important US economic data emerge. The continued weakening in the manufacturing ISM index reflected ongoing global softness, which was likely exacerbated by the General Motors strike that has entered its fourth week. However, the drop in the

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Week Ahead – Important US macro data should show improvement

Week Ahead – Important US macro data should show improvement

🕔15:09, 8.okt 2019

Important US data is due for release next week. Markets will be watching to see if the weakening that began in August continues or if there is a recovery. We believe that the weak August figures were due to the

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Fallen Angels in the US credit market

Fallen Angels in the US credit market

🕔17:59, 7.okt 2019

Characteristics, historical performance and differences between the current credit cycle and earlier regimes  A Fallen Angel (FA) is a corporate, or sovereign, bond downgraded from Investment Grade (IG) (minimum rating of BBB- with S&P, Moody’s or Fitch) to a High

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Divergence and boneheads

Divergence and boneheads

🕔08:45, 23.sep 2019

Eurozone industrial production has been contracting on a year-on-year basis for nine consecutive months until July. Output was down 2.0% yoy in July, slightly better than the – 2.4% in June. A remarkable divergence is taking place behind these numbers.

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Is a US recession around the corner?

Is a US recession around the corner?

🕔10:05, 19.sep 2019

Recession worries intensified last week, with forecasters downgrading expectations for growth, earnings, and the outlook for US Treasury yields. We now expect US economic growth to slow to 1.3% next year, down from 2.3% this year, with the trade conflict

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Fortress America

Fortress America

🕔15:28, 18.sep 2019

The US economy, currency and equity markets are notably robust due to structural inheritance factors as well as the unique way its economic institutions and boardrooms are run. GAM Investments’ Julian Howard examines how these advantages allow the US to

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Lower growth, higher inflation

Lower growth, higher inflation

🕔10:50, 18.sep 2019

Markets breathed a sigh of relief last week on signs of easing U.S.-China trade tensions. We see ongoing policy support, the absence of obvious financial system vulnerabilities and resilient consumer spending helping extend the U.S. economic expansion. Yet trade tensions

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A Theory of Falling Growth and Rising Rents

A Theory of Falling Growth and Rising Rents

🕔09:43, 16.sep 2019

Growth has fallen in the U.S., while firm concentration and profits have risen. Meanwhile, labor’s share of national income is down, mostly due to the rising market share of low labor share firms. We propose a theory for these trends

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Will Lower Hedging Costs Encourage Foreign Investment in the US?

Will Lower Hedging Costs Encourage Foreign Investment in the US?

🕔12:55, 13.sep 2019

The current economic and policy environment has produced conditions that once existed only in the realm of thought experiments. Negative and near-zero interest rates are the prime examples. Such a state prompts what might be called a second-derivative thought experiment:

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Investing in a 50:50 World

Investing in a 50:50 World

🕔14:36, 11.sep 2019

Speed read China-US trade deal has been delayed, expect more volatility Look for structural changes: China stimulus and global IT supply chains Best opportunities remain outside of the US, as long as we have a trade deal 

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A Monthly View from the US

A Monthly View from the US

🕔13:27, 10.sep 2019

Nearly 30% of the world’s government and investment grade corporate bonds now have negative yields, putting downward pressure on bond yields globally. Yields are falling due to two primary structural forces: declining population growth, which is hurting productivity, and technological

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Risk and Premium –  A Tale of Value

Risk and Premium – A Tale of Value

🕔18:26, 9.sep 2019

White Paper Introduction Whatever price multiple of which you are a fan, whichever sectors you exclude, however you neutralize your exposures, whether you equal-weight or cap-weight, one thing remains true: cheap stocks have had an unhappy decade.1 In some cases

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Another step in the trade war escalation

Another step in the trade war escalation

🕔13:25, 3.sep 2019

Another escalation in the US-China trade war led the S&P 500 to fall 2.6% today. Global equities dropped 2.1%, and yields on all US Treasury maturities fell at least 8 basis points. News broke early in the day that China

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Zoek

Asset Allocation Consensus September

Twitter

The integration of #ESG criteria often has a greater impact for emerging countries. Find out why in an interview with our expert #Karine_Jesiolowski (via @allnews_ch).

Low interest rates drive housing market -> https://t.co/XjhuRim2P7 #Interest #mortgages via @ABNAMROeconomen

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