Multi-Asset Solutions Weekly Strategy Report

JP Morgan
Door november 19, 2018 11:03

Multi-Asset Solutions Weekly Strategy Report

Global markets and multi-asset portfolios

  • The Brexit “Leave” campaign assured the electorate that the benefits the UK enjoys as a manufacturing export base to the European single market, with London unchallenged in services, would persist without conceding anything in return. Now it is clear that access to the single market comes at a cost.
  • The prime minister, with a paper-thin majority, has corralled the Cabinet behind a withdrawal agreement, but does not yet appear to have Parliament’s support for the bill, and the timeline is tight.
  • With little time, and believing exiting without a deal would be dangerous and destructive, Parliament could grudgingly approve the Brexit deal now on offer; the bill could also fail.
JP Morgan
Door november 19, 2018 11:03

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Uitgelichte Evenementen

  1. Alpha Research – Lower for Longer

    december 3 @ 12:00 - 18:00

Asset Allocation Consensus September

Twitter

Stoxx 600 Earnings Outlook – European Aggregate Estimates And Revisions -> https://t.co/XfX2W0ZtDw #stocks #equity #earnings #Europe via @stoxx

Factor investing in corporate bonds: from empirical research to investment practice -> https://t.co/Z8TpTgsaXz #factorinvesting #fixedincome #Credit #corporatebonds #carry #value #Momentum via @NNIP

Global Investor Experience Study: Fees and Expenses -> https://t.co/9rr3IiHN1Y #fees #expensive #ETF #mutualfunds via @MorningstarBNL

Meer aandelen of meer obligaties?

Kom 3 december naar het seminar Lower for Longer.
We stellen dan deze #assetallocatie vraag aan Bob Homan!
https://t.co/KFleyJEQoo

Today’s Gloom, Tomorrow’s Opportunity -> https://t.co/kmU1lyXkOq #Japan #centralbank #BoJ #assetallocation #Credit #fixedincome #equities via @PineBridge

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november 2018
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