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


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:

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november 2018
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