The Weekly Brief

JP Morgan
Door januari 22, 2018 11:02

The Weekly Brief

Thought of the Week

European earnings grew strongly last year, helped by an acceleration in nominal GDP. The IMF forecasts that nominal eurozone GDP growth will be a little weaker this year, at 3.3%. This week’s chart suggests that slightly weaker eurozone growth should lead to lower, but still reasonably strong positive earnings growth for eurozone companies. Therefore, even if the IMF forecast for moderately weaker growth is correct, earnings growth should still be supportive of eurozone equities. However, recent survey data from the eurozone, such as the strongest manufacturing PMI on record, suggests that nominal GDP growth may outperform expectations. If growth comes in stronger than expected, consensus expectations of 9% earnings growth could be surpassed.

JP Morgan
Door januari 22, 2018 11:02


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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