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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.
Economies around the world continued to show signs of improvement in the third quarter of 2013, overcoming market volatility around the U.S. Federal Reserve’s next moves, the possibility of military intervention in Syria (in the early part of the quarter) and on-going woes in emerging markets. While positive developments were most notable in the U.S. and Japan, Europe also witnessed some signs of stabilisation and the U.K. appeared to be on an unexpectedly strong growth trajectory.[... More]
The situation in eastern Ukraine has continued to deteriorate, and resolution remains a long way off. It’s not yet clear if the recent downing of a civilian aircraft will serve to escalate or de-escalate the conflict. Our Funds remain well diversified, and both SEI and its managers are watching developments closely.[... More]
Japanese equity markets have stalled following a strong rally in 2013. The short-term outlook for Japanese equities is generally positive, but faces challenges. We are optimistic on the long-term prospects for Japan and are evaluating the opportunities.[... More]
The discipline of investing has many “rules of thumb” that often lead investors astray.Representativeness can be defined as, “What are the odds that A belongs to category B?” By assuming all investment opportunities are new and unique we can avoid the representativeness heuristic.[... More]
Uneven worldwide economic growth has resulted in global monetary policy at various stages of ebb and flow. Global inflation pressures may begin to weigh on accommodative central banking. Most developed-market equities continue to see earnings growth. A turnaround in Europe is one of the keys to global market performance in the months ahead.[... More]