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Central bank watcher: Liquidity preference
Central bank watcher: Liquidity preference
The key central banks have a preference for injecting liquidity rather than further interest rate cuts.
24-01-2020 | Visie
Fixed income outlook: Rising recession risk; unchanged strategy
Fixed income outlook: Rising recession risk; unchanged strategy
It seems a lot has changed in one quarter.
03-10-2019 | Quarterly outlook
Negative yields are becoming the new normal
Negative yields are becoming the new normal
The ECB has adopted a long-term negative interest rate policy.
06-08-2019 | Visie
Easing does it
Easing does it
Market expectations for central bank policy rates have come down substantially, following continued weakness in global economic conditions and the rift in the trade talks between the US and China.
10-06-2019 | Visie
UK hotel runs on battery power
UK hotel runs on battery power
A battery the size of a delivery truck is being used to power a UK hotel, cutting its carbon footprint while saving money.
21-01-2019 | Opvallende getallen
Merkeldämmerung
Merkeldämmerung
The twilight of the Merkel era (playfully referred to in German as Merkeldämmerung) could be added to the list of political risks for the Eurozone in 2019.
11-12-2018 | Visie
The return of Term Premium
The return of Term Premium
Despite all the focus on the inflation outlook and ongoing Fed hikes, the recent sell-off in US Treasuries was actually driven to a large extent by a reawaking of the term premium.
19-11-2018 | Visie
A first step towards normalization
A first step towards normalization
The European Central Bank is ready to raise interest rates for the first time since Draghi took office.
11-11-2018 | Visie
Excessive
Excessive
It looks unlikely that Italy’s new populist government will seek confrontation with Brussels about its budget for 2019 after all.
26-09-2018 | Column
Watch your Term Premium!
Watch your Term Premium!
It crops up as a topic of discussion every now and again: the ‘term premium’.
09-04-2018 | Visie
The battle for Frankfurt
The battle for Frankfurt
Spain is back.
27-03-2018 | Column
Credit outlook: risico managen!
Credit outlook: risico managen!
We zijn voorzichtig over credits in 2018.
23-01-2018 | Video
De toekomst van de eurozone: integratie of desintegratie?
De toekomst van de eurozone: integratie of desintegratie?
Volgens onze nieuwe 5-jaars outlook is de kans op verdere integratie van de eurozone groter dan die op desintegratie.
19-09-2017 | 5-jaars vooruitblik
Chart of 2017 #2: Bond madness!
Chart of 2017 #2: Bond madness!
For our second chart extraordinaire in a series of three, senior portfolio manager Jeroen Blokland picked this one entitled ‘Bond Madness!
10-01-2017 | Visie
Kansen in Investment Grade
Kansen in Investment Grade
Peter Kwaak bespreekt de gevolgen van het ECB-programma voor de creditmarkten.
05-09-2016 | Video
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