Most investors are risk-averse: they are more sensitive about losing money (even if the loss is unrealised, i.e. they haven’t sold the loss-making position yet) than about missing out on a nice opportunity.
The fallout of the Great Recession and the way it has been addressed have only made finding an appropriate investment strategy more daunting than ever.
William De Vijlder and chief economist Joost van Leenders tell the team about their outlook on the global economy and markets.
A small bump in the road has a negligible impact when taken at slow speed. The story is different when one is speeding down the highway. The same applies in financial markets.
The ECB’s messages are clear: inflation will stay low and below its policy objective for quite some time; policy rates will stay low for years to come; if need be the ECB can do more but let’s see first how this works.
Comforting economic news and low levels of the ‘fear gauges’ in markets reflect a peaceful environment, yet investors feel unease. This is healthy and should prolong the bull market.
Investors are increasingly on edge as various signals suggest that times are changing.
The European central bank’s ability and willingness to take, if economic conditions require, non-conventional monetary policy measures has provoked reactions in senior ECB officials.
European equities set to shine on profits outlook, valuation and possible ECB policy support.
Portfolios of multiple Smart Beta indices can be replaced by more efficient robust portfolios with targeted factor exposures.
The relationship between central banks and financial markets is complex.
William De Vijlder talks about the US dollar attractivity in 2014.
When inflation expectations become unanchored it will be too late
As part of our 2014 webinar series to provide our clients with reliable information and insights, we have decided to organise a web conference (webinar) focused on “Why should European equities outperform?”.
Will we see the start of normalisation in 2014 and how will this impact financial markets? Upside for bond yields should be limited. Equities have scope for further gains
A 30-minute Live event on the market outlook: surviving in a world without quantitative easing.