estimates

Adaquant estimates 2018Q2 available now

Adaquant estimates as of 2nd quarter 2018 are available now. You will get these latest estimates when you buy the license for Adaquant Asset Allocation Suite.

Interest rates continue to climb in United States, which means investing in fixed-income becomes more and more attractive. Also inflation expectations are increasing, which increases the expected returns for stocks and other riskier asset classes. Together this means higher expected returns from investment portfolios and while not yet in the level of historic returns, investing is nevertheless becoming more attractive.

In Europe, Switzerland and UK the interest rates are still not rising in any meaningful way. […]

By |2018-08-09T06:58:26+00:00June 27th, 2018|

Adaquant estimates 2018Q1 available now

Adaquant estimates as of 1st quarter 2018 are available now. You will get these latest estimates when you buy the license for Adaquant Asset Allocation Suite.

The biggest change compared to previous quarterly estimates is that the short-term interest rates in United States continue to increase significantly. This is especially visible in short-term corporate and government debt, however also the money market fund and savings bank account rates have been increasing. Increased interest rates mean higher estimated returns for short-term fixed-income investments. The estimated return for short-term government debt is now slightly above the expected inflation rate, which has not been […]

By |2018-08-09T06:58:37+00:00March 27th, 2018|