The Weekly Brief

JP Morgan
Door februari 20, 2018 11:02

The Weekly Brief

Thought of the week

While market volatility has increased in recent weeks, it is important for investors to stay focused on the fundamentals. Last week’s data releases show that the eurozone continues to expand at a healthy pace, with real GDP for the last quarter of 2017 increasing by 2.7% year on year (y/y). Importantly, this expansion has been broad based across the region. In the last year, growth in France, Germany and Italy accelerated significantly, while in Spain it remained strong. Recent data suggests that these levels can be sustained. The January eurozone composite Purchasing Manager’s Index came in at 58.8, a level that has historically been consistent with GDP growth above 2% (y/y). Robust global growth combined with improving domestic economies should remain supportive of European equities over the coming year.

JP Morgan
Door februari 20, 2018 11:02

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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