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Vacatures in Institutioneel Vermogensbeheer

The art of the deal

Bron: Hendrik Tuch Head of Fixed Income Aegon Asset Management - 08 mei 2019

The rebound of equity markets since the start of the year might be causing problems for the pending trade talks between the US and China. Seasoned negotiators like Trump and Xi seem to be looking at the trade process like a poker final table match. They are both looking at their stack of poker chips and see how considerably they have grown in the last few months.

The US economy is still humming like a well-oiled machine, the Fed is dovish and US stock markets reached an all-time high last week. The Chinese stock market has recovered from last year's slump, the economy is supported by a fiscal and monetary stimulus package and China continues to grow its political clout around the world.

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