Equities and real estate can structually deliver returns in excess of economic growth, but within limits, says Robeco investors Lukas Daalder.
ETFGI, a leading independent research and consultancy firm on trends in the global ETF/ETP ecosystem, reported today that ETFs and ETPs listed globally gathered US$12.38 Bn in net inflows, the lowest monthly amount since May 2016 when net inflows were US$10.53 Bn. YTD 2018 net inflows are at US$118.13 Bn. (All dollar values in USD unless otherwise noted.)
Nomura, Asia's global investment bank, announced the
appointment of Neeta Atkar as a Non-Executive Director of Nomura Europe Holdings plc and,
subject to regulatory approval, she will also Chair the Risk Committees.
According to Lukas Daalder, Chief Investment Officer of Robeco Investment Solutions, tax cuts set to raise US government and trade deficits higher • Tariff plans add a new flavor to an already toxic cocktail • Spare capacity will determine the fate of this experiment
According to Andrew Mulliner, Portfolio Manager, Janus Henderson Investors Fixed Income Investment Strategy Group, the ECB managed to deliver both a hawkish shift, and maintain a dovish stance, at its meeting this week.