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


Asset Allocation Consensus Juli


  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


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

🚀 Fund launch 🚀
Muzinich hands A-rated manager new short duration investment grade fund
✏️ @chris_sloley

Inflation Signals Holding Up via @JHIAdvisorsUS -> "Impact of Tail Risk Signals on Hypothetical Asset Allocation" #assetallocation #CPI

Invesco Global Fixed Income Study 2019 | Page 16: Potential next trigger for recession -> … #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:

Load More...

Zoek op datum

september 2018
« aug   okt »