News stream dominated by politics, equity return forecasts revised downward

Mandatum Life
Door november 30, 2018 01:02

News stream dominated by politics, equity return forecasts revised downward

Allocation insight

Autumn has arrived, and the holiday season is over also in Central Europe and in the US. The news stream is dominated by politics. In addition to Italy’s latest political intricacies, we will look into the impacts of the Fed’s September meeting on the interest rate environment and emerging market investments. We will also review the equity market’s autumn outlook and the changes made in the portfolio and their grounds, taking into account the future investment environment.

Mandatum Life
Door november 30, 2018 01:02

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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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