Plus: Asian stock market recovery underway, AFM and DNB need to work better together, additional bitcoin risk, house prices continue to rise, and more.
Will the Asian stock market recover?
After the weak performance in 2021, will Asia be the best performing investment region in 2022? T. Rowe Price, Abram, and Schroders are certainly optimistic.
Positive inflation news from China
— ABN AMRO EconBureau (@ABNAMROeconomists) January 13, 2022
Thematic investment is quite difficult
Schroders offers seven tips for successful theme investing. There is no such thing as sitting still.
Why is it so important to spread
(returns are in US dollars)
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Also a sky-high energy bill?
Russia has caused the energy crisis and with it gas prices have skyrocketed in Europe. The country has done it for political reasons. So says the head of the International Energy Agency (IEA). According to the club of thirty Western countries that consume a lot of energy, Russia is responsible for the damage to the economy in Europe. RTL Z message.
AFM and DNB supervision ‘complete and professional’, but cooperation could be better
The supervision of the Dutch Authority for the Financial Markets and the De Nederlandsche Bank is of “good level”. This follows from the five-year evaluation of the two independent administrative bodies (ZBOs), carried out by KWINK Groep.
Jeroen Blokland of True Insights is more positive about ME stock
We have upgraded our view on emerging market equities. Join us to read how #China #stimulus and the #creditboostthe #AMERICAN DOLLAR† #goods† #valuationthe #Federal Reserve and #COVID-19 affect prospects for #Emerging markets https://t.co/P0YqZOCVoQ pic.twitter.com/dZUCaN9u8U
— True Insights (@true_insights_) January 13, 2022
Additional Metaverse Controller Chip Boom
“Widely seen as the next generation of the internet, the metaverse broadly refers to a virtual world where humans interact through three-dimensional avatars that can be controlled through virtual reality headsets.” CNBC has the story.
Omikron threatens global economy
Omikron seems less serious, but this corona variant can still do a lot of damage, writes Bernhard Warner. He sees omikron’s threat to the global economy coming from four directions: growth, stock markets, the labor market and supply chains.
Less money in circulation, so bitcoin is worth less
The relationship seems clear. So will Bitcoin continue to fall in value?
Hey, a fundamental chart on Bitcoin. You don’t see that often. Here you can see the growth of M2 money around the world against the market value of Bitcoin. pic.twitter.com/KA807V2swO
— Corné van Zeijl (@stock analyst) January 12, 2022
Amsterdam even more technology fair
WeTransfer goes to the Amsterdam Stock Exchange.
Holland invests in hydrogen
The Climate and Transition fund of the new Dutch coalition government increases the credibility of its hydrogen plans. Of the 7 EU members that have published a hydrogen strategy, the Dutch now take first place in the Champions League for clean hydrogen. #RaboResearch https://t.co/gJJkGfl02f
— RaboResearch Economics (@RaboEconomics) January 11, 2022
Beware of forced investments in own funds
“Evidence shows that there are conflicts of interest between investors and asset managers who also provide model portfolios that include funds they sponsor, conflicts that affect the quality of recommendations.” Strong analysis by Larry Swedroe.
Active vs. Passive
The returns of the IEX Fund 40 (actively managed mutual funds) and the IEX Index 20+ (ETF).
House prices: +20.7% in the fourth quarter of 2021 (compared to some before)
Significantly more expensive houses again: how can Hugo de Jonge cope with these price rises? https://t.co/af4UnWvgSw pic.twitter.com/72bS1KMVik
— RTL Z (@RTLZ) January 13, 2022
the IEXProfs Editors It is made up of several journalists. The information in this article is not intended to be professional investment advice or a recommendation for certain investments. Editors may hold positions in one or more of the funds listed. Click here for an overview of your investments.