The Weekly Brief

JP Morgan
Door oktober 16, 2017 13:02

The Weekly Brief

Thoght of the week

US Business sentiment, as measured by the ISM manufacturing survey, continues to march upwards. September’s headline reading of 60.8 is the highest since 2004. Hurricanes Harvey and Irma distorted the deliveries subcomponent of the survey but the strength in the new orders and employment components are particularly encouraging, with both above 60 (a reading above 50 indicates expansion). In previous business cycles the ISM index has been a good lead indicator for S&P 500 earnings per share (EPS) growth. Therefore, the improvement in manufacturing business sentiment should provide a supportive backdrop for US earnings and equities over the coming months

JP Morgan
Door oktober 16, 2017 13:02

Zoek

Asset Allocation Consensus Juli

Evenementen

  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

Twitter

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
https://t.co/Zn0tHeVhAM

🚀 Fund launch 🚀
Muzinich hands A-rated manager new short duration investment grade fund
➡️ https://t.co/68LjM7a5dc
✏️ @chris_sloley

Inflation Signals Holding Up via @JHIAdvisorsUS -> https://t.co/FLKUEOfFV4 "Impact of Tail Risk Signals on Hypothetical Asset Allocation" #assetallocation #CPI

Invesco Global Fixed Income Study 2019 | Page 16: Potential next trigger for recession -> https://t.co/n5gZ8V35J4 … #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: https://t.co/KgO1qLRRHg

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