4Q 2018 Investment Outlook

Hang Seng Bank
Door november 26, 2018 01:02

4Q 2018 Investment Outlook

Global Market

Entering into the fourth quarter, investors are likely to stay on the side lines for US equities due to our expectation of a non-event on 3Q earnings results. The mounting pressure on regulatory requirement for media and communication, are headwinds faced by the US tech equities. Health care and life sciences equities are less cyclical in nature and thus, more relatively defensive. In Japan, the re-election of Prime Minister Abe has triggered Yen to depreciate and USD/JPY surpassed the technical support level of 112, along with various economic data reflecting a higher rate of growth, it has become favorable for capitals returning to Japanese equities.

Hang Seng Bank
Door november 26, 2018 01:02

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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