Minding the gap

UBS
Door augustus 14, 2018 02:04

Minding the gap

"If markets at present truly don’t care about the UK’s savings gap, then there is no better time to start thinking about how to close it."

Emerging markets have not had a pleasant summer. Although idiosyncratic factors have affected some economies more than others, rising US yields and dollar strength have clearly been a major catalyst.

Why does this matter for the UK? The immediate impact is clear as we have already seen the UK’s “safety features” come into play. Sterling has assumed its customary status as a secondary safe-haven currency amid recent trading sessions, even outperforming the euro. As we have stated many times in our publications, Brexit will not have much impact on sterling demand when a shock originates from outside of the UK; if anything, current valuations may entice more buying of pounds as a safety play than usual.

UBS
Door augustus 14, 2018 02:04

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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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