Research
Inflation expectations have moved a long way
Asset Allocation Update – maart 2021: Our focus in Columbia Threadneedle multi-asset portfolios has been to concentrate our risk exposures in…
Consensus richt zich op economisch herstel
Asset Allocatie Consensus – maart 2021: Inflatievrees en beperkte rente-stijgingen nemen de…
Most likely path toward stable potential returns
Allocation Views – maart 2021: When looking for alternative assets that might offset “risk-on” exposure to…
Virus will remain an economic headwind
House View – Februari 2021: The virus will remain an economic headwind in the coming period…
The global economy is early in the cycle
Outlook Q1 2021: Our investment outlook plays into the theme of normalisation…
Volatiel beeld bij Fixed Income
Asset Allocatie Consensus – februari 2021: Deze maand zijn er voor Fixed Income…
Pro-risk tilt in multi-asset portfolios
Global Asset Allocation Views – 1Q 2021: The global recovery is set to broaden out, with 2021 likely to see growth above…
Strong rebound in Emerging Markets growth
House View – Januari 2021: The global economy rebounded strongly in the third quarter, after a…
Optimisme kenmerkt de huidige consensus
Asset Allocatie Consensus – januari 2021: Hoe kijken de 61 asset managers tegen het…
Believe in lower for longer theme in fixed income
Outlook – winter 2020: Today’s tight spreads are partly a reflection of…
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