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Strategie & Investeringen

International Investment Strategy Newsletter

Oktober 2017 - Quarterly House Views
With rising corporate and consumer confidence in most major economies and little upward pressure on prices, we expect...
Juli 2017 - Quarterly House Views
De wereldwijde economie groeit nog steeds, maar het ritme versnelt niet meer. In de eurozone en Japan blijft de groei...
Maart 2017 - Quarterly House Views
Vooruitlopende indicatoren wijzen op een versnelling van de wereldwijde groei.
Nederland
In a nutshell The last three decades have witnessed a profound transformation in global commerce In this context,...
September 2016 - Quarterly views
In a nutshell A heavy political agenda (USA, Italy, France, Germany) may trigger short-lived spikes in volatility and...
June 2016 - Quarterly views
Growth is set to remain uneven and sluggish across major economies this year. It will stay above potential in the...
March 2016 - Quarterly views
Despite a less supportive macro backdrop, we still do not see a recession looming. Slow global trade flows are impacting...
December 2015 - Quarterly views
Financial markets often seem fickle. Some of the strongest returns in equities, for example, are recorded when the...
October 2015 - Quarterly views
After a slowdown in global growth, notably in manufacturing output and world trade, we expect a pick-up helped by robust...
June 2015 - Quarterly views
• Another winter slump in the US, stronger growth in the eurozone thanks to external factors and continued slowdown in...