All insights

Discover our most recent insights, whether individually or by specific topics.

 

Our latest insights

Artikel alleen beschikbaar in het Engels
Preparing for the unpredictable
donderdag 14 november 2024

Preparing for the unpredictable

House Views
November is the time of the year when, together with the Investment Committee, I start preparing for our year-ahead market outlook. But, to tell you the truth, we do this continuously: as new research comes in and events unfold, we keep refining our market outlook, day in and day out.
Artikel alleen beschikbaar in het Engels
Stimulus and Sustainability in China: A Growing Tension
woensdag 13 november 2024

Stimulus and Sustainability in China: A Growing Tension

ESG
As China’s latest economic stimulus package takes shape, one critical question arises: What does this mean for its net-zero ambitions?
Artikel alleen beschikbaar in het Engels
The rise of generational wealth: Unlocking new possibilities
maandag 11 november 2024

The rise of generational wealth: Unlocking new possibilities

Wealth Planning
How do Europeans feel about their wealth? We asked 595 high net worth individuals to delve into the psychology of wealth in 2024. Our report reveals fascinating differences between generations and polarised opinions on key questions.
Artikel alleen beschikbaar in het Engels
US elections: a pivotal moment
woensdag 6 november 2024

US elections: a pivotal moment

Market Insights
While the US presidential election outcome isn’t confirmed yet, Donald Trump is in the lead at the time of writing. With three swing states – Pennsylvania, North Carolina and Georgia – already called for Trump by the US media, he’s also slightly in the lead in the remaining four key states of Michigan, Wisconsin, Nevada and Arizona.
Artikel alleen beschikbaar in het Engels
2024: The Mother of All Election Years
vrijdag 25 oktober 2024

2024: The Mother of All Election Years

Market Insights
In 2024, a monumental event is unfolding as 4 billion people across 74 countries cast their votes at national, regional, and local levels. Among these, the US Presidential, Senate, and Congress elections on November 5 are poised to be the most market-moving.
De markomstandigheden veranderen, we passen de portefeuille aan
dinsdag 15 oktober 2024

De markomstandigheden veranderen, we passen de portefeuille aan

Market Insights
De afgelopen weken waren de beurzen nogal volatiel, door verschillende oorzaken. Ten eerste bleven de spanningen in het Midden-Oosten in het nieuws, waardoor de olieprijzen stegen. Ten tweede kwamen de Amerikaanse banengroei, de activiteit in de dienstensector en de inflatie hoger uit dan verwacht, waardoor de markten bescheidener en meer geleidelijke renteverlagingen door de Amerikaanse Federal Reserve (de ‘Fed’) verwachtten.
Contact us