The Weekly Brief

JP Morgan
By October 9, 2017 13:02

The Weekly Brief

Thought of the Week

Investors would be forgiven for being unnerved by geopolitical events this year, but this makes it all the more important to look at the fundamentals that are driving markets around the world. The global economy is in good health – September’s global composite PMI (Purchasing Managers’ Index) reading of 54 indicates that business expansion is continuing and global GDP growth, currently at 3.3% year on year, is robust. As this week’s chart shows, global export growth has picked up meaningfully since mid-2016, which should continue to be supportive of corporate earnings. Investors should be reassured by the synchronised nature of global reflation, with PMI and export data for both developed and emerging markets continuing to point to a healthy economic outlook.

JP Morgan
By October 9, 2017 13:02


Featured Events & Webinars

  1. Eurizon AM – Webinar – RMB Bonds

    June 9 @ 15:00 - 15:30
  2. Eurizon AM – Webinar – Green Bonds

    June 18 @ 10:00 - 10:45


Check out our events calendar, with a lot of interesting #webinars! #research #HomeOffice

Deze 2 boeken gaan over de trend van #asset naar #access, ofwel #Subscriptioneconomy. En welke #aandelen en sectoren zijn dan het meest kansrijk?

Dinsdag 9 juni het #webinar: "Subscription Economy: the road to resiliency post-Covid-19" met @NatixisIM ->

Today we are used to seeing #subscriptions popping up on our bank statements. Only a few years ago, the statement would list only telephone and television subscriptions, but now... Join our webinar on #subscriptioneconomy - June 9th -

Volgende week dinsdag 9 juni om 11:00 bespreken we "#Subscription Economy", samen met Nolan Hoffmeyer, CFA, (Partner, Senior Portfolio Manager) Thematics Asset Management.
Meld je aan via:

Check out our events calendar, with a lot of interesting #webinars! #research #HomeOffice

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October 2017