The Weekly Brief

JP Morgan
Door november 26, 2017 13:02

The Weekly Brief

Thought of the Week

Singles’ Day is an online shopping phenomenon in China, commercialised by Alibaba – China’s largest e-commerce company – to celebrate the notion of being single. Since its inception, Singles’ Day sales have increased significantly, benefitting from a growing middle class and rising consumer spending. This year, sales reached a record $25.4 billion and overtook last year's figure by about 40%, highlighting that consumption in China remains strong. Even more impressively, purchases on Singles’ Day, measured broadly by Alibaba’s sales figures, were three times the level of online purchases across Thanksgiving, Black Friday and Cyber Monday in the US last year. Despite concerns over a potential moderate slowdown in Chinese growth, the sustained improvement in sales shows that consumption should continue to support Chinese economic growth going forward.

JP Morgan
Door november 26, 2017 13:02


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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