Considerable progress, but the hardest is yet to come

Crédit Agricole
Door maart 28, 2018 19:02

Considerable progress, but the hardest is yet to come

  • Considerable progress was made in the Brexit negotiations over the last few weeks. Of course, this required much comprise, some from the European Union, but mainly from the UK, despite significant disagreement within the Tory party. On March 23, the EU published new guidelines for the future relationship, which show a desire to come to a more extensive free-trade agreement than was agreed with Canada (the CETA).
  • The probability of a cliff-edge scenario (i.e. no deal) on 29 March 2019 has diminished considerably following the recent agreement on a transition period. This risk has not, however, been eliminated. There are still difficult issues to be resolved, including the Irish border question, which is a source of major political risk. Furthermore, negotiations over the future relationship are only just beginning, and there are going to be divergences that will have to be smoothed out.
  • In our opinion, the latest developments suggest a marginal further increase in the probability of a soft Brexit. This will require the UK Government to further soften its red lines (notably on the question of belonging to an EU customs union). It is not out of reach. 
Crédit Agricole
Door maart 28, 2018 19:02

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

Load More...

Zoek op datum

maart 2018
M D W D V Z Z
« feb   apr »
 1234
567891011
12131415161718
19202122232425
262728293031