Investment Strategy October 2018

Edmond de Rothschild
Door oktober 11, 2018 17:02

Investment Strategy October 2018

Economic backdrop

The passage of time since the Trump Tax Cuts and Jobs Act of 2017 has served to confirm the substantially positive effect on individuals and corporations alike in the US and arguably embolden and strengthened the US’s hand on the world negotiating stage. The most obvious reflection of this positivity is in the form of ongoing corporate profit results which thanks to the immediate tax reductions as well as the boost to competitiveness abroad has resulted in the most recent quarter revealing year over year gains of well over 20%. This is over twice the growth rate of any other developed country and aside from helping to lower the valuation of US equities, probably explains a good part of why that market has been the clear winner this year. 

Edmond de Rothschild
Door oktober 11, 2018 17:02

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

Currencies: Us Dollar Bar For Us Fx Intervention Remains High -> https://t.co/2ny01nTS55 #currency #China #tradewar via @PictetWM @PictetAM_NL

Long-term Equity Investments under Solvency II -> https://t.co/MDJWukfKfB #solvency2 #equity #europeancommission via @DWS_Group

Blitzscale and Hope: Unicorns, IPOs and the Fear of Repeating the Late 1990s -> https://t.co/N6TXHvJWCS #unicorns #IPO via @epochinvest

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