Holistic tightening

UBS
Door december 12, 2017 02:07

Holistic tightening

Regional view – United Kingdom 

We expect the Federal Reserve (Fed) to hike rates by another 25bps at its policy meeting this week – the last one of the year. The market has largely priced this in, but it is their forecasts for 2018 that could really make the difference. In our 2018 Outlook, we have identified an adverse reaction to monetary tightening as one of the main risks in the year ahead. The Fed is also well aware of this, and as such their guidance for monetary policy will likely continue to feature both 'gradualism' and 'data-dependency', while retaining the option to move against expectations if inflation surprises to the upside

UBS
Door december 12, 2017 02:07

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

Load More...

Zoek op datum

december 2017
M D W D V Z Z
« nov   jan »
 123
45678910
11121314151617
18192021222324
25262728293031