594 insights found
Sentiment in markets has been positively impacted by signs of increased activity where lock-downs are starting to be lifted. This could continue as more restrictions are eased and consumers emerge fr ...
Global Factor Views
Despite Covid-19 lockdowns being eased in many countries, the crisis continues to hinder global economic activity. Authorities across the world have mounted a significant response using a combination ...
High yield: Opportunities on the rise as the fallen angels descend
The hit has been hard, but the sector might have the flexibility (and monetary policy support) to have a decent crisis
Something for every view
The future is always unpredictable but when the recent past has been so strange the outlook is even more clouded. That makes investment decision making hard and trying to assess whether markets are a ...
Short Masterclass Liquidity & Cashflow Matching
Pensioenfondsen zullen een nieuwe visie moeten ontwikkelen op hun rol en doelstellingen. En daarin valt er zeker wat te leren van de Britten. Laat je in deze short masterclass inspireren door Hannek ...
May investment strategy - Economies begin to emerge
The speed of the post lockdown recovery will be partly dependent on how the “saving overhang” is spent.
Emerging markets under COVID-19
Developing nations face multiple shocks with uneven ammunition
Four strands of a medium term view
Recovery momentum in markets has faded in the last couple of weeks.
'Onder Economen' - een virtuele lunch
Wat brengt de toekomst? Een debat over de toekomst van centrale banken en impact op de markten