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6 tips voor de Jaar- en Kwartaalrapportage Vermogensbeheerders

Op OpinioPro.com worden dagelijks Marktrapporten en Outlooks geplaatst van meer dan 50 Internationale Asset Managers. Een greep uit de onderwerpen die worden behandeld zijn o.a. de politieke ontwikkelingen, het centrale bankbeleid, reviews en previews van wat er op de markten is gebeurd en naar verwachting zal gaan gebeuren, macro economische ontwikkelingen en de asset allocaties.Al deze rapporten zijn uiteraard een uitstekende bron van inspiratie voor de jaar- en kwartaalrapportages.

Hier volgen de 6 tips & tricks voor de jaar- en kwartaalrapportage:

  1. In de  2018 outlooks van diverse partijen wordt niet alleen vooruitgekeken, maar uiteraard ook teruggeblikt. Klik op deze link voor een overzicht van alle 2018 outlooks.
  2. Diverse partijen waaronder JPMorgan publiceren maandelijks een Market Review met daarin een handig overzicht van de maandrendementen (alsmede het lopende jaar en de vorige jaren) van alle asset classes. Deze zijn ook te vinden via “Reviews Monthly” op de homepage.
  3. Voor een snel overzicht wat er in het afgelopen kwartaal is gebeurt klikt u op “Review Quarterly” op onze homepage.
  4. Voor een volledig jaaroverzicht (waarom moeilijk doen als het makkelijk kan) klikt u uiteraard op “Review Yearly”
  5. Bent u geïnteresseerd in een ander onderwerp? Via de homepage komt u snel bij de rapporten met een bepaald onderwerp naar keuze.
  6. En, uiteraard kunt u via de zoekfunctie ook zelf naar onderwerpen zoeken waar u het over wilt hebben.

Nog een laatste belangrijk puntje, OpinioPro.com is voor de beleggingsprofessional ook in 2018 geheel gratis! Succes met de jaar- en kwartaalrapportage!

Wat is de impact van de Franse presidentsverkiezing op de Financiële markten?

Afhankelijk van wanneer u dit leest is de 2e ronde van de Presidentsverkiezing van Frankrijk komende zondag, vandaag of afgelopen zondag. De peilingen wijzen voorlopig (geschreven op donderdag) naar Macron als winnaar. En dat was ook hoe de internationale financiële markten naar de uitslag van de 1e ronde keken. Op de maandag na de 1e ronde stegen de koersen van de Europese beurzen fors. Maar laten we eerst de Franse kiezers hun werk doen, voordat de eindbalans van deze verkiezing en de richting die Frankrijk de komende 5 jaar op gaat, wordt opgemaakt.

De afgelopen maanden en zeker weken hebben de diverse Asset Managers hier al hun licht over laten schijnen. Centrale vraag hierbij was: Wat betekent de uitkomst in Frankrijk voor u als belegger?

Maandag 8 mei weten we waar we aan toe zijn. Komende week verwachten wij dan ook de nodige nieuwe publicaties over dit onderwerp.

U kunt zich echter al inlezen met een serie publicaties over dit onderwerp die de afgelopen week op OpinioPro zijn gepubliceerd. Deze kunt u hier vinden.

Bent u alleen geïnteresseerd in de analyses achteraf? Alle publicaties op OpinioPro met als onderwerp de Franse verkiezingen kunt u hier vinden.

En ook over de impact van het beleid van Trump, de Brexit en de naderende Duitse verkiezingen bent u bij OpinioPro aan het juiste adres.

7 tips to write a Quarterly Client Report

To inform your clients, odds are that at the end of a calendar quarter, you have to write a report about what happened in the past few months and what will likely happen in the coming months.

OpinioPro.com daily publishes outlooks, market previews and reviews of more than 50 International asset managers. Some of the topics discussed are international macro and political developments, central bank policy, market reviews, previews and asset allocation reports.

These reports, only this year we already published more than a 1000 (!!!), are an excellent source of inspiration for your quarterly reports.

Here are 7 tips & tricks to tap into this wealth of information:

  1. All the monthly and quarterly outlooks of the past quarter.
  2. JPMorgan publishes a monthly Market Review with the performances of a wide variety of asset classes.
  3. For a review of international Macro developments check out the “Macro Weekly” of AbnAmro
  4. Interested in the latest asset allocation decisions of asset managers? With the “Asset Allocation Consensus” there is no need to go through every report of the individual asset managers. Alpha Research already did it for you!
  5. And of course, you would like to write something about central bank policy. Here you can read all about the actions of the ECB and the FED in the past months.
  6. We do not dare to leave Brexit undiscussed. Here is the combined “Brexit” knowledge.
  7. Anything we left unspoken? Look it up yourself with the powerful OpinioPro search functionality.

And remember, OpinioPro.com is free to use for Investment professionals! Sign Up to make full use of the functionality.

Inflation is back on the Radar

“Inflation” is the word of the month October. In Investment Journals published on OpinioPro.com the word “Inflation” was mentioned 40% more than on average. The increase in usage was already evident in September (+20%).

When we look how the word is used we see phrases like:

  • “…Inflation Back in the Radar…”
  • “…Inflation is turning up…”
  • “…Inflation has started to move higher…”
  • “…Inflation pick up…”
  • “…Why Inflation Matters …”
  • “…hedge against inflation…”

But see for yourself. Here is the link to all the research docs featuring “inflation” in the past month.

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Seven Research Reports you don’t want to miss

  1. Since everyone has an opinion about Brexit “after the fact” we give credit for the Brexit topic to Robeco, which after all also had an opinion before the referendum. And we leave it at that. For those wanting more, search for Brexit and you will get more than you can read.
  2. Pimco gives us the highlights of the annual advisory board meeting, with big names like Ben Bernanke, Gordon Brown and Ng Cook Song. They focus on how the global economy and financial markets will develop in the next three to five years.
  3. State Street Global Advisors looks ahead in its Global Outlook. And the big question is of course what the economy and the markets will do in H2 2016. Who doesn’t?
  4. In Professional Investor Views for 2016 Pioneer show that Capital Protection still the top priority for professional investors, followed by generating Alpha.
  5. Capital Group looks ahead to H2 2016. Conclusion: Potential opportunity will likely arise for disciplined, active investors who can look past the near-term macroeconomic clouds toward individual companies with bright prospects.
  6. Environmental, Social and Governance (ESG) and fixed income investing“. In the first of a two part series, ESG specialist My-Linh Ngo explores the concept of incorporating ESG into fixed income investing
  7. In the biannual update KKR maintains its view that it is an “Adult Swim Only” investment environment, as they see more asynchronous growth ahead. Private Credit and Private Equity are considered promising.

Weekly Roundup OpinioPro

Seven Research Reports you don’t want to miss

Besides the usual outlooks, Brexit perils and central bank policy this week also treatises on income inequality, regulatory changes and the question of questions; does the market goes up or….?

  1. In their monthly publication or outlook “Economic and Strategy Viewpoint” Schroders is introducing two new scenario’s. “Trade wars” and “Brexit shakes the EU”. Both are introduced to reflect the increase in political risk in the world economy. The former is based on the election of Donald Trump as president of the US. In terms of their impact on global activity, both new scenarios are ultimately seen as stagflationary.
  2. In “Headwinds weaken but risks remain” ABN Amro argues that in 2016, the contribution of emerging markets to global economic growth will increase slightly for the first time in years. But off course there is no upside without a downside; the risk of setbacks remains as high as ever.
  3. Source is the master of the catchy title, who can beat “A Marxist view of the S&P 500”? But apart from the title they often raise an interesting question. Last week they took a look at Rising income inequality. Is that a good or bad thing for the owners of capital? For a different view on this subject we recommend the Netflix doc “Requiem for the American Dream”.
  4. AXA has been a steady contributor to the BREXIT discussion. According to them the “The economic impact of Brexit on the EU” is likely to be less than 0,5% of GDP. The bigger question in their view is therefore the implication of Brexit for the future of the EU from a political and institutional perspective.
  5. In “shifting insurance company allocations: implications for high yield”, J.P. Morgan takes a look at the likely consequences of proposed changes to regulatory capital requirements for U.S. life insurance companies as well as U.S. GAAP accounting changes for insurance companies that file U.S. GAAP. They expect a potential increase in structural demand for high yield bonds. Which will have implications for their asset allocation views.
  6. In the weekly asset allocation publication “Beacon”, Mikio Kumada from LGT argues that “A resumption of the bull market is not impossible”. Why so? Click the link and you will know!
  7. Does China have too much debt?”. Does it? It ranks only in the middle of the world debt league with countries such as Japan, Belgium, Portugal, Ireland, the Netherlands and Greece recording significantly higher debt ratios. BNP Paribas explains.
  8. Weekly Roundup OpinioPro