Thought of the week

JP Morgan
Door augustus 22, 2017 11:02

Thought of the week

The Weekly Brief

Eurozone growth continues to improve. In the second quarter, GDP increased by 2.2% year on year (y/y), the fastest pace since 2011, marking the 17th consecutive quarter of economic expansion. The most recent composite PMI survey, at 55.7, suggests that this healthy rate of growth should be sustainable in the coming months. The expansion in the eurozone is broad: GDP accelerated to 2.1% y/y in Germany and 1.8% y/y in France, but also improved in Italy to 1.5% y/y and to 3.1% y/y in Spain. The persistence of healthy eurozone growth should allow European corporate profits to continue to grow, even if the euro were to appreciate further from here.

Eurozone recovery gathers pace

JP Morgan
Door augustus 22, 2017 11:02


Asset Allocation Consensus Juli


  1. IPFOS – Bestuurders Conferentie 2019

    september 5 @ 14:00 - 18:00
  2. Invesco & Schroders – Real Assets & Energy Transition

    september 10 @ 09:30 - 13:00
  3. Candriam – Sustainbale Investment Conference

    september 12 @ 13:30 - 20:30
  4. ACTIAM – ACTIAM Academy

    september 17 @ 09:30 - 13:00
  5. Markets Group – 3rd Benelux Institutional Forum

    september 26 @ 07:30 - 18:00


As the integration of #ESG factors into #investment decision-making becomes increasingly mainstream, Hamish Galpin explains why over-reliance on ESG ratings can paint a misleading picture of the small-cap #market

🚀 Fund launch 🚀
Muzinich hands A-rated manager new short duration investment grade fund
✏️ @chris_sloley

Inflation Signals Holding Up via @JHIAdvisorsUS -> "Impact of Tail Risk Signals on Hypothetical Asset Allocation" #assetallocation #CPI

Invesco Global Fixed Income Study 2019 | Page 16: Potential next trigger for recession -> … #FixedIncome

#Blackrock writes: "We are downgrading our #global growth outlook as trade disputes and broader #geopolitical tensions stoke greater macro uncertainty. The range of potential economic..." Read the whole #outlook here:

Load More...

Zoek op datum

augustus 2017
« jul   sep »