Market outlooks

Queen Maxima. Photo by King Willem-Alexander, via RVD. 
Citing inflation, Máxima wants action on financial literacy
Queen Máxima of the Netherlands has called on European financial supervisors to review financial services for their health impact and urged the banking, payments and
Andrew Balls, CIO Global Fixed Income at Pimco. Photo: Pimco.
Pimco: next five years will be anything but normal
The global macro environment will continue to be anything but normal over the next five years. Investors will have to tread a volatile and challenging
Right to left:  Jan Longeval, Frank Vranken, Jan Vergote, Jurgen Vluijmans and moderator Michaël Van Droogenbroeck. Photo: IO.
Portfolio Day: 'Shareholder interests best served in US'
An investment portfolio today should consist predominantly of US assets. Impact investing is sustainable investing 2.0 and long duration assets continue to struggle. That is
The eurosign next to the ECB tower in Frankfurt. Photo: Getty Images.
As Eurozone spreads shrink, ECB gets the benefit of doubt
Increasing variations in interest rates on government bonds the Eurozone have reawakened fears of bankruptcy in the periphery of the eurozone. The ECB says it
Quintet's head office in the centre of Luxembourg town. Photo: IO.
Quintet still sees long term quality in tech stocks
Quintet Private Bank sees “significant long-term opportunities” in a world that has experienced multiple ‘black-swan’ type events – Covid-19, the invasion of Ukraine and a
Federal Reserve
What can stop the Fed?
The Federal Reserve is doing something else than what it says it is doing. At last week’s FOMC meeting, Fed chief Jerome Powell said that
A sign at the Franklin Templeton Investments headquarters campus in San Mateo, California. Photo: Wikipedia.
Franklin Templeton sees more balanced policy risks
Franklin Templeton, one of the world’s ten largest asset managers, this week outlined its views on investing at a time that inflation threatens to undermine
Niall Ferguson addressing the 2022 Amundi World Investment Forum in Paris. Photo: Amundi.
A rerun of the 1970s requires a profound rethink
It’s not difficult to compare today’s era to the 1970s. An energy crisis, a hot war, a cold war, persistent inflation, soaring interest rates, rising house prices. Even Abba, with its flared trousers, is performing again, albeit as a hologram. For investors, a rerun of the 1970s would require a profound rethink.
Bear market, illustration via Flickr by Investment Zen CC BY 2.0
Han Dieperink: equity market may fall further
Since 1926, the S&P 500 index has fallen by more than 20 percent fifteen times. On average, the index fell 34 percent in seventeen months
Ukrainian President Volodymyr Zelenskyy is seen speaking on a screen above World Bank Group President David Malpass at the World Bank Group 2022 Spring Meetings Ministerial Roundtable for Support to Ukraine on 21 April 2022. Photo: Paul Blake / WorldBank
World Bank warns of 1970s-style stagflation
The World Bank on Tuesday warned that the global economy is facing a 1970s-style stagflation with a protracted period of feeble growth and elevated inflation