The Weekly Brief

JP Morgan
Door september 11, 2017 11:02

The Weekly Brief

Thought of the Week

Estimates for S&P 500 earnings per share (EPS) for the next 12 months have been steadily increasing since the US election in 2016, helping push the US stock market higher. Investors may incorrectly assume analysts have revised earnings estimates higher on the expectation of US corporate tax cuts. However, since the election, analyst estimates for earnings at the end of 2017 and 2018 have actually come down slightly. The rise in 12 month forward earnings estimates has been driven merely by the passage of time, as investors shifted from focusing on end of 2017 earnings forecasts, prior to the election, to focusing more on end of 2018 earnings forecasts. As no US tax cuts in 2018 are expected by analysts, earnings shouldn’t be downgraded if they are not delivered. 

JP Morgan
Door september 11, 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:

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