Lunchcauserie
photo
Vrijdag 25 april 2025    12:00 - 14:00
Gereserveerd voor leden

UBS Asset Management - Index equity investing for a sustainable future: low cost and low carbon

UBS Asset Management will present different options to incorporate sustainability into your index equity portfolio. We will look at how you can design a portfolio that is aligned to the transition to a low-carbon economy but minimises the tracking error to market cap based indices. Registration before April 16th

Lunchcauserie
photo
Vrijdag 16 mei 2025    12:00 - 14:00
Gereserveerd voor leden

Capital Group - Capital Market Assumptions : Asset class forecasts to help inform your allocation decisions.

 We are pleased to present Capital Group’s 2025 long-term capital market assumptions, which reflect the views that underpin our multi-asset solutions. Overall, the outlook remains favourable for long-term investors with return expectations in the mid-to-high-single digits for stocks and low-to-mid-single digits for bonds. That said, our expectations for stocks and bonds are lower over a 20-year horizon compared to last year. Outsized returns on equities over the past two years and stretched valuations in some sectors led us to mark down our estimates for stocks. Meanwhile, fixed income return expectations were impacted by modestly lower starting yields and compressed spreads. 

Deze Website maakt gebruik van cookies om u de best mogelijke ervaring te bieden. Door op « ACCEPTEREN » te klikken of door verder te gaan met het gebruik van de Website, aanvaardt u het gebruik van cookies in uw webbrowser. Voor meer informatie over ons cookiebeleid en de verschillende soorten cookies die worden gebruikt, klikt u op
Meer informatie