Alle artikelen van Pensioen Pro

In mid-May Payden & Rygel’s Global Credit Strategist Timothy Crawmer, and US Rates Strategist Eric Stratmoen provided an overview of market conditions so far and their view of risks and opportunities in the bond markets. Here’s what they said.

The investment landscape is shifting. Economic, political and financial uncertainty has risen and investors are responding. What lies ahead for investors?

We believe trust is the outcome of competence and integrity. When we invest on behalf of our clients, who entrust us with their savings, we strive to embody both qualities. These qualities also guide our analysis of companies and their management teams.

Rapid U.S. policy changes pose challenges for investors accustomed to a global financial system anchored in U.S. markets and assets.
As U.S. trade policy transforms, investors are grappling with the implications for the world’s preeminent reserve currency.

You may be like me and get frustrated with the rapidly evolving headlines in the financial press as quotations from political leaders drive bouts of volatility. But there is one headline that persists, and it’s about the relative merits of active investing versus passive alternatives.

Mohit Mittal, PIMCO’s CIO of Core Strategies, shows how public corporate credit has remained highly liquid and exhibited narrow bid-ask spread during recent periods of elevated volatility.

De Wet toekomst pensioenen (WTP) is in juli 2023 in werking getreden. In januari 2025 zijn de eerste fondsen ingevaren. De overgang naar WTP heeft tot gevolg dat het collectieve vermogen van pensioenfondsen die invaren converteert naar persoonlijke pensioenpotten met een leeftijdsafhankelijk beleggingsbeleid.

The U.S. economy is slowing under the weight of prolonged tariff uncertainty, while prospects for Europe brighten amid a fiscal thrust. Despite the escalation of U.S. tariffs, China is showing signs of stabilizing, attracting investor interest alongside a robust year-to-date equity rally.

Investing in Global Emerging Markets (GEM) is never simple. Looking back through 2024, not many people would have foreseen an attempted coup in South Korea, to name just one event that sparked some head scratching amongst even the most weather beaten and experienced of GEM investors.

The proposed U.S. tariff package—described as one of the most significant trade policy changes in over 50 years—could raise effective U.S. tariffs from roughly 2% to as high as 30%, a level not seen since the 1930s. That insight was shared during a recent global macro webinar held by the global asset management firm Payden & Rygel.