Kennisbank

Covered bonds: erg aantrekkelijk! En zeker niet alleen door Duitse probleembanken

Aangeboden door Achmea Investment Management

De covered bond markt is bij veel beleggers enigszins onbekend. Covered bonds zijn gedekte obligaties met onderpand, veelal hypotheken. De wortels gaan terug naar 1769, toen de Pruisische koning Frederik de Grote Pfandbrieven introduceerde als een kredietvoorziening voor landeigenaren. Tegenwoordig zitten er allerlei eisen aan de samenstelling van de onderpandpool.

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Gepubliceerd op: 5 maart 2024
Moving from DB to DC: Rotation in the low-risk fixed income space

Aangeboden door Nordea Asset Management

Historically Dutch pension funds have a large exposure to low risk government bonds. But as the Dutch pension system transforms from DB to DC the asset allocation within the fixed income space is likely to change. Should pension funds prepare for a rotation towards higher yielding fixed income?

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Gepubliceerd op: 12 januari 2024
Vooruitzichten 2024 – verwacht veranderingen in het beleggingsklimaat

Aangeboden door Capital Group

2024 staat voor de deur en de vooruitzichten waren zelden zo onzeker. Recessie of expansie? Inflatie of deflatie? Hogere rente of juist lager?

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Gepubliceerd op: 19 december 2023
Female Finance: the benefits of diversity

How and why we still need to do more to get more women into finance, encourage more women to invest and improve education about gender, diversity and finance.

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Gepubliceerd op: 1 december 2023
Cryptocurrencies: the portfolio perspective

As a relatively young asset class, cryptocurrencies, in our view, could be a valuable portfolio addition in an uncertain (rather than just a risky) world.

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Gepubliceerd op: 1 december 2023
Electrification: The Innovator’s Dilemma

Current plans for utilizing renewable energy as the most cost-effective solution to reduce greenhouse-gas emissions look set to shake up many established business models.

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Gepubliceerd op: 1 december 2023
India: Delivering on many promises

India’s structural strengths – demography and democracy – are well known. Business-friendly politics, a thriving service sector and geopolitics add to the positive picture.

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Gepubliceerd op: 1 december 2023
Circular Economy: Squaring the circle

How moving towards a carbon-neutral and ecologically sustainable circular economy is not only natural but can also be profitable.

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Gepubliceerd op: 1 december 2023
Bonds – strong year ahead

After a historically long dry spell, 2024 could become a good year for bonds. A resurgence of inflation remains a risk, but the high carry provides some security cushion – especially for corporate bonds.

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Gepubliceerd op: 1 december 2023
Quality: A guide for stock pickers

In theory, quality investing makes a lot of sense in an uncertain world. In practice, it takes a great deal of skill and effort.

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Gepubliceerd op: 1 december 2023
Asia Pacific: regional diversification

With its diverse strengths, Asia remains a global growth driver in our view. It is worth taking a look at the entire region, not least as a potential counterweight to the dominance of U.S. equities.

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Gepubliceerd op: 1 december 2023
Real estate – time to enter?

Higher yields have proven to be a formidable headwind for both residential and commercial properties, but fundamentals have generally been stalwart.

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Gepubliceerd op: 1 december 2023

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