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 September

Twitter

Een van de meest gestelde vragen: Heeft het wel zin om de #assetallocation consensus te volgen?

Want het is toch openbare informatie... Na meer dan 7 jaar ziet de outperformance er zo uit #wisdomofthecrowds

Was rustig deze maand met het updaten van de Asset Allocatie Consensus. Ik verwacht met het aankomende #outlook seizoen, dat het wijzigingen gaat regenen de komende weken 😀

Lees de laatste stand hier -> https://t.co/I2u1R6Lre0

#equities #assetallocation

Goud, Zilver en Bitcoin gehoorzamen aan dezelfde wetten https://t.co/RIwa4MuX4z via @opinio_pro
@100trillionUSD

Load More...

Zoek op datum

oktober 2018
M D W D V Z Z
« sep   nov »
1234567
891011121314
15161718192021
22232425262728
293031