"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..." … Continue reading Inflation is back on the Radar
‘Events planning: Hoe efficiënt de juiste datum kiezen’ De OpinioPro Events kalender maakt datumprikken makkelijk Donderdag 24 november 2016, 16:00 tot 17:30 uur WTC Amsterdam – Amsterdam Iedere Asset Manager herkent het; professionele beleggers worden het beste bereikt via een Event. Een mooi contactmoment met relaties. Maar ook de mogelijkheid om een beleggingsfonds of portfolio … Continue reading Introducing: OpinioPro Events Calendar
In the past two weeks approximately 50 Asset Allocation Reports were published on OpinioPro.com, the International Investment Research Platform. To read/download these reports click on the link. (If you do not have an OpinioPro account, please sign up first to gain access).
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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. Pimco gives us the … Continue reading Seven Research Reports you don’t want to miss
The Ivy Portfolio: How to invest Like the Top Endowments and Avoid Bear Markets is written by Mebane Faber in 2009. In 2007 he wrote the white paper called “A Quantitative Approach to Tactical Asset Allocation”. On the website SSRN Top 10 this paper is clearly number 1 and it has been requested over 175,000 … Continue reading The Ivy Portfolio vs OpinioPro
The Black Swan: The High Impact of the Highly Improbable was published in 2007, so it is a pre-crisis book. However, the writer Nicholas Taleb is still able to captivate the reader nowadays and this makes it a timeless book. Taleb has become a distinct criticaster of the financial world where he started himself as … Continue reading The Black Swan vs OpinioPro
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....? 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 … Continue reading Seven Research Reports you don’t want to miss
The Success Equation, untangling skill and luck in business, sports, and investing is a book that puts numbers in perspective of sports and business. The writer Michael Mauboussin shows with his two other books, More than you know and Think Twice, that he is located in the spectrum of Behavioral Finance as well. People usually … Continue reading The Success Equation vs OpinioPro
A referendum is being held on Thursday, 23 June to decide whether Britain should leave or remain in the European Union. This was officially announced a few months back in February. Since then the discussion of the pros and cons has significantly gained momentum. We will show that publishers of investment research (Investment Banks etc.) … Continue reading Brexit: A big discrepancy between supply and demand of investment research