Multi-Asset Solutions Weekly Strategy Report

JP Morgan
Door september 17, 2018 19:02

Multi-Asset Solutions Weekly Strategy Report

Global markets and multi-asset portfolios

It’s difficult to recall a more fractious political backdrop in the run-up to the clutch of annual gatherings of UK political parties taking place this month. Each of the main parties hosts several days of speeches and debates that frame their policy priorities for the coming year. The divisive issue of how the UK leaves the European Union is far and away the most important policy topic, but tensions are further elevated with elements of the Conservative Party rumored to be dissatisfied with Prime Minister Theresa May and the Labor Party’s reluctance to adopt the International Holocaust Remembrance Alliance (IHRA) definition of anti-Semitism causing increasing dissatisfaction among their members. 

JP Morgan
Door september 17, 2018 19:02

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Learn why PM Mike Della Vedova says the diversification benefits of a global high yield portfolio may involve less risk than a more traditional, U.S.-focused high yield strategy. https://t.co/g8dneU9G6N

Bob Homan of @INGnl_IO, keynote speaker at the @AlphaResearchNL conference #LowerforLonger last week: “Analysts are often too enthusiastic. They should lower their expectations.” #2020outlook

Our conference #UBPInvestmentOutlook had a full house in London last week! Our experts shared their 2020 outlook for the global economy and more specifically for the UK. Thank you all for coming!

Zal zijn laatste woorden aan mij nooit vergeten. Over woorden gesproken: toen ik Volcker de eerste keer ontmoette, was zijn eerste vraag:"Hoe is het met Andre Szász?" Ik had 15 minuten met hem. Het werd 1,5 uur! Er was een klik. RIP

De Asset Allocatie Awards komen er weer aan! Nominaties komen deze week, winnaars op 4 februari 2020... Hier een sfeer inpressie van vorig jaar -> https://t.co/c36HWpyGVx

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