Ah yes, the traditional top ten in asset class returns
http://uk.businessinsider.com/quilt-total-returns-by-asset-class-rankings-2016-1
We get the message: don’t go for routine jobs, either cognitive or manual (via @went1955)
https://www.stlouisfed.org/on-the-economy/2016/january/jobs-involving-routine-tasks-arent-growing
Adjusted for risks, Portugal, Swedish and Norwegian government debt have beaten the rest over the past 2 years
http://ftalphaville.ft.com/2016/01/05/2149095/2015-charted/
How to lie with statistics. Try find a match if you let this chart start at january 2014…
http://uk.businessinsider.com/bank-of-america-merrill-lynch-says-chinese-stocks-to-fall-27-2016-1
Ah yes, the do-as-January-first-does-trade!
http://www.marketwatch.com/story/a-bear-market-in-stocks-became-more-likely-today-2016-01-04
2015 was a year of soft returns, but with a record in M&A
http://qz.com/586292/charted-companies-spent-over-5-trillion-buying-each-other-last-year/
Refugees and populist’s votes: not a very strong link, apparently
http://uk.businessinsider.com/europe-has-an-identity-crisis-eurasia-group-2016-1?r=US&IR=T
For what it is worth: books are better than movies (based on books)
https://www.washingtonpost.com/news/wonk/wp/2016/01/05/the-book-really-is-better-than-the-movie/
Lukas Daalder is in het verleden wel eens als ‘Nederlands best bewaarde geheim’ op het gebied van economie genoemd. Hij publiceert dagelijks een collectie met grafieken, nieuws en informatie over internationale economie en financiële markten. Het aardige is dat je zijn updates in minder dan een minuut gelezen kan hebben, maar dat er tegelijkertijd voldoende stof tot nadenken tussen staat. Lukas is het hoofd van de afdeling Global Allocations en is tevens portfolio manager bij Robeco. Alle meningen in zijn updates zijn op persoonlijke titel.
Disclaimer: All links provided are collected from public websites, unless otherwise specified. I have not checked the data or information for accuracy used, and therefore do not guarantee that all data provided will be 100% correct. The links provided do not necessarily reflect my personal opinion and should be seen as general interest: oftentimes I do not agree with arguments presented, but nevertheless think it is worthwhile to read them. It is up to the reader to make up their own mind. Suggestions or discussions are more than welcome. Do not quote unless specifically cleared beforehand!
Alle edities? Hier.
