FN Marktrapporten is een service voor de betalende abonnees van Fondsnieuws. De dienst geeft toegang tot de database met research van meer dan 45 asset managers. Dagelijks wordt vroeg in de ochtend in een aparte e-mail een overzicht toegestuurd van alle nieuwe researchrapporten. Deze e-mail dienst heet de Morning Call.
As investors wonder how to best handle high valuations of many assets, they automatically turn to thematic investments that can beneft from long-term societal trends. The expectation is that such investments do not depend as much on the daily ups and downs of the fnancial markets, but seek to proft from the predictability and sustainability of multi-year trends.
The issue that has vexed the UK’s ruling Conservatives for decades has struck again, bringing down one prime minister and possibly another. A nation that hasn’t physically been part of the continent since the Ice Age coldly moved away politically as well in June 2016, in a Brexit vote that stunned the world.
India has had a strong start to 2017. After a shaky period at the end of 2016 when the reformist government took the radical step of withdrawing 86% of the currency from circulation overnight to tackle the ‘black economy’, economic growth has recovered and equities have rallied.