Markets and investing

We understand navigating the world of finance can be complex. Our goal is to provide valuable insights and to help you stay informed on the financial matters that mean most to you.

 

2024: The Mother of All Election Years
In 2024, 4 billion people across 74 countries are casting their votes. Among these, the US Presidential, Senate, and Congress elections on November 5 are set to be the most market-moving.
With less than two weeks to go, we're excited to share a new video featuring our Chief Investment Officer, Daniele Antonucci. Daniele provides an insightful analysis of the upcoming US election and its potential impacts on markets and the geopolitical landscape.
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Our latest markets and investing 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
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.
Navigeren door marktvolatiliteit
maandag 9 september 2024

Navigeren door marktvolatiliteit

Market Insights
Het adagium “sell in May and go away”, dat verwijst naar de historisch zwakke prestaties van aandelen van mei tot oktober, lijkt dit jaar toepasselijk.
Artikel alleen beschikbaar in het Engels
Why should investors consider adding private markets to their portfolios?
donderdag 1 augustus 2024

Why should investors consider adding private markets to their portfolios?

Invest differently
Private markets were once the reserve of sophisticated and institutional investors but have experienced significant growth in recent years. Now, a far broader range of private market investments are available to clients.
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