Emerging market equities show resilience
Numerous factors make Renco van Schie of Valuedge more enthusiastic about buying shares from emerging markets. “If depression turns to hope and optimism, big money flows could flow into these stocks.”
Higher for longer has a new definition
“I’ve seen a very laconic, cowardly Fed this week.” A disappointed monetary economist Edin Mujagic has little faith that the Fed will beat inflation with its current policy rate.
“I hope I come next year”
CNBC reports on the last annual meeting of Berkshire Hathaway, where 93-year-old Warren Buffett had to do without sidekick Charlie Munger for the first time this year. Buffett explained, among other things, why he is currently a big fan of cash.
Risk is rewarded
Financial blogger Ben Carlson lists all the returns of the last 30 years and looks ahead 30 years. “I don’t know what the next three decades will bring but there will likely be recessions, bear markets, geopolitical crises, war, maybe pestilence, and who knows what else. But I do know that not investing your money guarantees you will fall behind inflation. And I have a feeling risk will be rewarded with higher returns. I just don’t know exactly what those returns will be.
The 5 best performing Dutch dividend shares
Vopak and JDE Peet’s are among the best-yielding dividend shares in the Netherlands for April 2024. What are the 5 best Dutch dividend shares of the past quarter? The answer comes from Morningstar.
Also read: Dividend aristocrats excel at perfect capital allocation.
Apple buys back some of its own shares
Geopolitical risks are increasing rather than decreasing
Geopolitical risks are here to stay, says Anna Rosenberg of the Amundi Investment Institute. The influence of the EU and US is decreasing and that of emerging markets is increasing.
Take advantage of the new crop of AI winners
There’s a new crop of AI winners on the way, and they’re not just tech companies. Companies such as JPMorgan and Walmart are also using artificial intelligence to improve their efficiency and production. That should help their stocks in the long run, writes Nicholas Jasinski at Barron’s.
Less made in China
In 2023, the import value of Chinese goods was almost 17 percent lower than in 2022. This is the first decline since 2016. In particular, fewer Chinese computers, laptops and tablets were imported. These products now come more often from Taiwan. Statistics Netherlands reports this based on new figures.
Of shares in raw materials?
Recognizable?
How free are the Indian elections?
Debasish Chowdhury for Project Syndicate: “India is no longer the model free-market democracy that Westerners spent years imagining, encouraging, and touting. With Prime Minister Narendra Modi having the media, big business, and democratic institutions to his will, India’s markets and politics are becoming less free – as the ongoing election is set to confirm.”
Banks’ ESG ambitions often stall in the execution phase
Dutch banks often see a gap between their stated ESG ambitions and practice, research shows. Although banks say they are determined to embrace sustainability, they often lag behind in actually realizing their ambitions. Or are we dealing with greenwashing here?
NHG: concerns about monthly mortgage payments
Paying the mortgage is a source of concern for one in five homeowners. They have already adjusted their spending patterns and are saving on subscriptions, holidays, energy costs and groceries, according to the very first Housing Costs Monitor from NHG (National Mortgage Guarantee). People have also sometimes started working more. This happened mainly in South Holland and Overijssel. RTL Z report.
The Editorial staff of IEXProfs consists of several journalists. The information in this article is not intended as professional investment advice or as a recommendation to make certain investments. .
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