Rezultati pretraživanja
  1. prije 7 sati

    While actively-managed do command a premium over their passive segment counterparts, investors are cost-conscious in all asset classes, segments, and strategies.

  2. 4. velj

    In this video with 's Multi-Asset Portfolio Manager Sahil Shaikh, we get his take on portfolio performances across #2019, global , key themes going into #2020, and how he has positioned his . Watch the full video here -

  3. 4. velj

    The number of confirmed cases has doubled in 5 days to 20,638. The virus continues to spread quickly but the rate of new cases outside China has slowed, suggesting that containment controls are starting to work. Paul O’Connor

  4. 4. velj

    Mid-2019, the US Federal Reserve’s intrepid marshal drew his liquidity gun, restoring order at High Noon. This year probably won’t bring another mad Longhorn stampede, but the may yet ride into a beautiful sunset.

  5. 3. velj

    China’s virus outbreak has the world wavering between worry and déjà vu. For the Multi Asset Boutique, it’s more the latter.

  6. 3. velj

    US Investor: Target Date Fund Manager Search -RFP Investor Domicile:United States Asset Class:TDFs,Multi-Asset,Alternatives Deadline:March 2020

  7. 3. velj

    Maya Bhandari, Portfolio Manager, commenta il posizionamento sul mercato azionario UK alla luce dell'uscita del Regno Unito dall'unione europea:  

  8. 2. velj

    We asked 's Portfolio Manager Sahil Shaikh, which factors enabled to have a great #2019, and whether there are any indicators as to how they might perform in #2020. Find out more here -

  9. 1. velj

    1 månad med portföljen. Presterat förvånansvärt bra första månaden och slutade på 3,03 %. OMXSCAP ligger runt 1,23 % i år. En ganska stor del av min förmögenhet ligger i denna porföljen, månadsspar 2000 kr till att börja med.

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  10. 1. velj

    v2005 Veckan fortsatte vara tuff för börsen, med samtliga stora index ner. Trots att jag tabbade mig lite med den kortsiktiga handeln så håller sig portföljernas gemensamma avkastning marginellt på plus. Då har ändå börsen varit riktigt sur.

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  11. 1. velj

    What's new in the monthly update of our asset allocation views? Find out here:

  12. 31. sij
    Odgovor korisniku/ci

    and this is why 4Q US GDP data look optically strong when domestic demand is cratering (capex recession, consumption growing half the pace of 1H as hours worked stall, wage inflation peaked and job openings 10% less than a year ago)

  13. 31. sij

    Juan Nevado, co-gestore dell'M&G (Lux) Dynamic Allocation Fund, e Steven Andrew, gestore dell'M&G (Lux) Income Allocation Fund, entrambi con rating Blockbuster Funds People, presentano l’approccio distintivo e la view per il 2020.

  14. 30. sij

    While the broad vanilla funds grab the headlines, the fee war rages everywhere in ETF land. Read more:

  15. 30. sij

    " on hold as inflation remains below target. A shift to price-level targeting is possible later this year & could lead to looser monetary policy in the same economic environment. 1.6% breakevens don’t price this change in." Dean Cheeseman

  16. 30. sij

    Secular risks are exaggerated in both theory and practice. is in a range, no need for draconian easing measures.

  17. 27. sij

    Denna portfölj gör det den ska...

  18. 24. sij

    US as expensive as in 1999 (p/sales 2X, ex fin p/book 5X) and ratio at all-time high after doubling in a year: time to trim risk? At least diversify in favour of and , esp. .

  19. 23. sij

    Great to present our in Amsterdam today. in a range but positive returns in (esp.# UK) and markets.

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