Oil 2014-2016: OPEC seeking the optimal price

Oil 2014-2016: OPEC seeking the optimal price

08-01-2017, Wealtheon

Oil was a major feature of 2016. During February the WTI oil price (New-York) fell below USD 27 per barrel, whereas it had been trading at over USD 100 eighteen months earlier. The steep fall in the price contributed strongly to the deflationary tensions weighing [...]

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Macroeconomics
The search for yield

The search for yield

25-11-2016, Wealtheon

Risk and reward go hand-in-hand: we've known this for centuries, and it certainly comes as no surprise to any seasoned investor. Both risk and reward are constantly influenced by essentially uncertain factors, which is why they are constantly subject to analyses [...]

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Macroeconomics
2016, the last great year for bonds

2016, the last great year for bonds

25-08-2016, Agefi.com

Although the year is far from over, as the summer season, which is often accompanied by volatility, draws to a close, we note that for the time being 2016 has been a good year for bonds.

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Macroeconomics
Paris, Brussels: impact on the financial markets

Paris, Brussels: impact on the financial markets

25-03-2016, Agefi.com

On Tuesday 22nd March 2016, Belgium was struck by a number of suicide bomb attacks, with responsibility claimed by the self-proclaimed Islamic State. A number of months earlier, Paris had been the target. But, beyond the human and emotional drama involved, what [...]

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Macroeconomics
Steering a course between risks and opportunities

Steering a course between risks and opportunities

03-03-2016, Eventail

Since last year, movements in the financial markets have been anything but smooth sailing. There have been major jolts, a high level of nervousness and an unstable international background – all of which are factors that have quelled any optimism. Having said [...]

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Macroeconomics
Wall Street is the top focus!

Wall Street is the top focus!

21-01-2016, Trends-Tendances

Boasting a dynamic portfolio with around thirty equity positions, asset management firm Wealtheon has a “moderately” positive outlook on the stock market, with a clear preference for the United States.

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Macroeconomics
Emerging markets: opportunities and threats

Emerging markets: opportunities and threats

30-11-2015, Wealtheon

The term ‘emerging markets’ was conceived in the 1980s by a Dutch economist working for the World Bank and still continues to be rather vaguely defined today. Indeed, ‘emerging markets’ describes a group of countries that are making major economic inroads [...]

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Macroeconomics
A slowdown in world growth: what does that mean for the euro zone?

A slowdown in world growth: what does that mean for the euro zone?

01-10-2015, Wealtheon

We are currently seeing an economic slowdown, both in emerging markets and in China. To compensate for its weak domestic economy, the euro zone will become even more dependent on exports to the United States and the United Kingdom.

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Macroeconomics
Sell in May and go away…

Sell in May and go away…

22-07-2014, VEB.net

Investors who have been active on the equity markets for a number of years may want to take a fresh look each spring at the lengthy investors’ adage: ‘Sell in May and go away, but do remember to come back in September’. Because during the summer months, [...]

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Macroeconomics
Europa: two contrasting economic stories

Europa: two contrasting economic stories

17-06-2014, NBU

Recently, the ECB started taking action against the worsening economic outlook and persistently low inflation. To get lending underway, it lowered its headline interest rate from 0.25% to 0.15%, set up a credit facility of EUR 400 billion and gave banks a negative [...]

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Macroeconomics
‘Temporary price dip in equities’

‘Temporary price dip in equities’

29-04-2014, Eindhovens Dagblad

Eindhoven-based asset manager, Wealtheon, forecasts correction after years of rising equity markets.

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Macroeconomics
Will 2014 still be the year for equities?

Will 2014 still be the year for equities?

04-03-2014, Eventail

As it does each year, l'Eventail has brought together for its readers the best managers from the various banks and institutions that are setting the tone on the Belgian market. Rather than examine the past, this round table set out the main lines to be followed [...]

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Macroeconomics
Climate warming

Climate warming

03-03-2014, Wealtheon

Whereas numerous macroeconomic indicators were published in the United States, affected by an exceptionally cold winter, in Europe the main events in February were the revolution in Ukraine, the possibilities of defaults and the change of government in Italy.

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Macroeconomics
Monetary morphine: side-effects?

Monetary morphine: side-effects?

04-02-2014, Wealtheon

Rather unexpectedly, for the first time in 4 years January turned out to be a negative month for all stock markets. The main causes were weaker performances in some of the emerging countries, and the increasing fears of euro zone deflation. The good performance of [...]

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Macroeconomics
2013: a good vintage year for the equity markets

2013: a good vintage year for the equity markets

06-01-2014, Wealtheon

The evidence is clear: the vast majority of the equity markets turned in good performances in 2013 against the background of a modest economic recovery worldwide. By contrast, the same conclusions cannot be drawn for other asset classes, in particular gold, which [...]

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Macroeconomics
Equities remain attractive in 2014

Equities remain attractive in 2014

31-12-2013, COLUMN

2013 was an eventful year for investors – and one in which attractive returns proved to be a distinct possibility. Whether investors can expect the same from 2014 depends as ever on what the fundamental developments are. Will the recovery currently underway [...]

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Macroeconomics
Investors can hedge against a stock market correction

Investors can hedge against a stock market correction

28-12-2013, De Financiële Telegraaf

Now that Wall Street is racking up record after record, the discussion between bulls and bears has broken out in earnest again. The higher prices rise, the greater the likelihood of a correction. However, for many investors, the fact that all the lights are set to [...]

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Macroeconomics
Europe stirs...

Europe stirs...

04-11-2013, Eventail

These last months, equity markets in Europe have out-performed the rest of the world. Since the end of June, the flagship European index, the Eurostoxx 600, has risen by 8% while its US equivalent, the S&P 500, has offered no performance. According to Wealtheon [...]

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Macroeconomics
Gloomy prophecies are rearing their heads again. Wrongly!

Gloomy prophecies are rearing their heads again. Wrongly!

15-10-2013, Column

Now that we have five years of various sorts of crisis behind us, over the last few quarters more and more economic indicators have moved back into the black. Over the same period investors have driven equities to new heights. Confidence that we are moving into [...]

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Macroeconomics
2013: an important turning point

2013: an important turning point

13-12-2012, VEB.net

If we are to believe what we read, the world is full of gloom and woe. But believing everything you read is not something that investors need to do. They need to analyse the situation themselves and then draw their own conclusions. And these conclusions indicate [...]

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Macroeconomics
Weak growth in Europe

Weak growth in Europe

06-11-2012, Eindhovens Dagblad

Western Europe’s economy should grow slightly next year. “We expect a result just above the zero mark”, says Martien Verleg, director investments for Wealtheon, an Eindhoven-based asset management company. The emerging countries, led by China (+6 per [...]

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Macroeconomics
Wealtheon: The sector wants willingness to act

Wealtheon: The sector wants willingness to act

11-04-2012, Eindhovens Dagblad

The politicians need to do everything in their power to regain the confidence of the financial sector. Only then is there any chance of economic recovery. That is the argument put forward by Martien Verleg, portfolio management director of Wealtheon, in the new [...]

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Macroeconomics
Stock market outlook “quite favourable”

Stock market outlook “quite favourable”

18-01-2012, Eindhovens Dagblad

The Greek debt crisis and the subsequent euro crisis will leave some scars on the stock market this year, forecasts asset manager Wealtheon. Yet the circumstances and outlook are moderately positive.

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Macroeconomics