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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.
Japan hit the headlines by announcing dramatic quantitative easing initiatives. Global equity and fixed income markets both experienced gains, although equities maintained their edge. The appetite for risk continued within fixed income, favouring emerging market debt and high yield bonds.[... More]
At this stage of the market cycle, we expect stock markets to rally on good economic news, even if bond prices react negatively. Of course, there is enough political and economic uncertainty in the world that it is difficult to make sweeping generalisations even within asset classes. We have been neutral on the bond/stock call in the short-term, but expect equities to be the better-performing asset over the next five-to-10 years.[... More]
After an optimistic January, the mood in February and March was more downcast. Global equity markets held up well amidst the bad news in the quarter and outperformed the fixed income market. Risk appetite was apparent in the global fixed income markets and high yield bonds performed well.[... More]
After an optimistic January, the mood in February was more downcast. Major central banks remained accommodative in an effort to help stimulate growth. Global financial markets declined marginally. Risk appetite in fixed income markets continued to expand, while demand for risk within equities was more muted.[... More]
2012 ended on a positive note and this sentiment extended into and throughout January. Major central banks remained accommodative in an effort to help stimulate growth. Global equities experienced respectable gains for the month as investor sentiment remained buoyed, while global bonds declined marginally. Risk appetite in the financial markets was high in January.[... More]