The Weekly Brief

JP Morgan
Door oktober 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
Door oktober 9, 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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