The rise in robo-advisors is expected to continue for some time…
Somehow, each reporting season starts like this, but once you are on to the next quarter, it is all down to the average again…
https://www.bespokepremium.com/think-big-blog/q2-2015-earnings-beat-rate/
Sounds like an interesting read: “Asset management and financial stability”
http://www.voxeu.org/article/asset-management-and-financial-stability
Woah! The IMF has been active while I was away… Country reports on the US, France, Germany and Italy
http://www.imf.org/external/pubs/ft/scr/2015/cr15169.pdf
http://www.imf.org/external/pubs/ft/scr/2015/cr15179.pdf
http://www.imf.org/external/pubs/ft/scr/2015/cr15188.pdf
http://www.imf.org/external/pubs/ft/scr/2015/cr15167.pdf
Interesting bit of reading by the White House on long term interest rates
https://www.whitehouse.gov/sites/default/files/docs/interest_rate_report_final_v2.pdf
The role of debt during the first industrial revolution
http://www.voxeu.org/article/debt-miracle-why-country-borrowed-most-industrialised-first
A bit of a bearish story on oil…
We haven’t talked about grexit enough, it appears…
US exports…
http://uk.businessinsider.com/us-exports-to-greece-2015-7
Always nice, a bit of history…
http://www.ritholtz.com/blog/2015/07/the-rise-of-the-tech-industry/
“Why Has Consumption Been So Volatile in the New Millennium”
This one was before the weak Apple numbers though…
https://www.bespokepremium.com/think-big-blog/55693/
A bit late, but this is the H1 recap put into perspective
http://www.ritholtz.com/blog/2015/07/asset-class-performance-1h-2015/
Cool! A map of all the road trips in US literature!
And, picking up the old habit again, the US schedule for the week to come
http://www.calculatedriskblog.com/2015/07/schedule-for-week-of-july-26-2015.html
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.
