The Weekly Brief

JP Morgan
Door december 11, 2017 13:02

The Weekly Brief

Thought of the Week

The eurozone economy is in good health, fuelled by a broad based recovery in the region. As measured by the PMI (Purchasing Managers’ Index) surveys, expectations of economic activity picked up in November across Germany, France, Italy and Spain. Historically, the eurozone Composite PMI has been a good leading indicator of GDP growth, which is currently 2.6% year on year. The Composite PMI increased to 57.5 –a level that has historically been consistent with GDP growth staying above 2%. The healthy and synchronised nature of growth in Europe should continue to be supportive of corporate earnings, and thus European equities, over the coming months.

JP Morgan
Door december 11, 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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