Weekly Brief

JP Morgan
By March 5, 2018 11:02

Weekly Brief

Thought of the week

At the start of this year, expectations for earnings growth in 2018 were at similar or lower levels than delivered earnings in 2017. Since then, there have been significant upgrades to 2018 earnings growth estimates for the US, from 11% to 19%, largely due to the recently passed tax and budget bills. Eurozone and Japan earnings estimates have also been revised upwards, but to a lesser extent. Current earnings expectations should be met if nominal GDP growth for each region comes in at the forecasted levels. While the outlook for GDP growth remains healthy–even if not as spectacular as last year–earnings expectations could be revised up further, providing a supportive backdrop for global equities over the coming year

JP Morgan
By March 5, 2018 11:02

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    May 22 @ 13:00 - 17:00

Asset Allocation Consensus May

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Join the presentations of Geoffrey Lebeau @NordeaAM, Andrew Harvie @CTinvest_EMEA and Luc Simoncini @kamescapital @aegonam on #longtermequities @AlphaResearchNL seminar tomorrow in NL https://t.co/n3kW4H3n5L and on Wednesday in BE https://t.co/PqeYInza5g

Op 21 mei is het 'Long-term Equities' seminar van Alpha Research. Een van de thema's is: 'New leaders'. Hier zal Luc Simoncini van Aegon Asset Management over spreken. Meld je hier aan: https://t.co/LhX3FIk1jl

Specialisten van Columbia Threadneedle Investments, Nordea Asset Management en Aegon Asset Management zullen spreken op het seminar van Alpha Research over 'Long-term Equities' op 21 mei in het Rosarium. Meld je hier aan: https://t.co/LhX3FIk1jl #equities

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