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Overview articles Peter van der Welle

Chart of 2017 #3: Mind the Gap: Inflation is back

11-01-2017 | Insight | Peter van der Welle

For our third chart extraordinaire in a series of three, strategist Peter van der Welle picked this one entitled ‘Mind the Gap: Inflation is back’. This shows how the gap between the global bond index (blue line) and developed market inflation surprises (orange line) has widened after levels of reported inflation have progressively exceeded expectations in recent months.

Outlook 2017: Time for Plan B

28-11-2016 | Outlook | Léon Cornelissen, Lukas Daalder, Peter van der Welle

This year we have broken with tradition and compiled our look-ahead as a dynamic infographic. Given the tumultuous changes seen in 2016 we have entitled our outlook 'Time for Plan B'. In our 2017 outlook we focus on more than a dozen issues, including the US economy, Europe's 'problem children' Italy and the UK, China, emerging markets and valuations of stocks worldwide.

Emerging markets: the grain that will grow?

26-09-2016 | Insight | Peter van der Welle

In the past two decades emerging markets have experienced bust, boom and lately a more stable phase. Not surprisingly, investors now wonder whether it is still worth investing in the region.

The year of diminishing returns

17-11-2015 | Insight | Lukas Daalder, Léon Cornelissen, Peter van der Welle

The year of increasing volatility: that was the key takeaway in the Outlook 2015 we presented last year. Volatility we forecasted and volatility we got.

Euro will bounce back – it’s just a question of when

Peter van der Welle

Peter van der Welle predicts that the euro will appreciate versus the dollar and the pound and fall against the yen.

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Peter van der Welle
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