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Hieronder vindt u onze vijf meest recente materialen van het Kenniscentrum. Om alle materialen te bekijken, en deze op marktsegment en soort materiaal te sorteren, gaat u naar ons Kenniscentrumarchief.
Economic data remained mixed in the U.S., despite some positive forward-looking indicators. Ongoing strength was seen in the U.K. and Japan, along with pockets of both resilience and weakness in Europe. Global bond yields were generally steady in the month following a resetting of levels in January. Global equity markets strongly rebounded as investor optimism was particularly strong across European markets. With positive economic growth in Europe and solid earnings reports from U.S. companies, there is plenty of optimism that 2014 will be a decent year.[... More]
monetary policies of global central banks remain accommodative and are expected to continue as such, while global growth builds momentum. Concerns related to the U.S. Federal Reserve tapering of bond purchases, sustainability of corporate profits and Chinese output resulted in a pullback in global equities, while global fixed income gained. SEI does not believe the elements of a more serious equity bear market are in place. The most important drivers of stock-market performance in our framework are still flashing neutral-to-positive signals.[... More]
The generally positive sentiment that prevailed at the end of 2012 extended into January 2013. The last-minute (and much needed) passage of the U.S. fiscal cliff legislation on 1 January helped to maintain the encouraging tone. After an optimistic January, February’s mood was marred by the sequestration in the U.S., a disappointing election result in Italy and news of a credit rating downgrade of U.K. sovereign debt. March was dominated by events in the eurozone and Cyprus in particular. As the month drew to an end – and after drama-filled negotiations – the Cypriot government agreed to a restructuring of the nation’s banks in order to qualify for a €10 billion bailout from the European Union and the International Monetary Fund. March finished on a positive note, as the U.S. Congress passed an extension to the nation’s debt ceiling with little fuss or brinksmanship.[... More]
We hebben er vertrouwen in dat de economische groei in 2014 wereldwijd gaat aantrekken. Dit onder aanvoering van de Verenigde Staten, die daarbij duidelijke steun krijgen van andere ontwikkelde landen. China handhaaft naar verwachting eveneens een fiks groeitempo, dat steun biedt aan de wereldwijde handel. Naar verwachting bouwt de Amerikaanse centrale bank de stimuleringsmaatregelen langzaam verder af, terwijl de eurozone waarschijnlijk in de problemen blijft zitten.[... More]
Our overall view is positive. We believe the U.S. economy will continue to grow at a slow but steady pace. Corporate balance sheets remain strong and a long-awaited housing recovery has improved the health of household balance sheets, giving a boost to consumer sentiment. The labor market has also continued to improve, even if the pace is slow. Looking at monetary policy, the Federal Reserve’s bond-buying program provided a strong tailwind from late 2012 until mid-summer.[... More]