Investment Outlook: September 2018

OpinioPro Selection
Door november 30, 2018 01:02

Investment Outlook: September 2018

Introduction

 In the last two issues of Investment Outlook, we have emphasised that we are in the latter part of the economic cycle. We expected this to result in greater instability and less risk tolerance among investors, yet we maintained our recommendation to stay overweight in equities and corporate bonds. During the summer , risk appetite initiall y f ell and later r ose. Since J anuary 2 018, investors have successively reallocated their portfolios towards a larger element of defensive assets. This trend has unfolded gradually and in orderly fashion, unlik e the mor e dr amatic f all in risk appetite in late 2 015 and earl y 2 016. 

 

OpinioPro Selection
Door november 30, 2018 01:02

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Asset Allocation Consensus September

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The integration of #ESG criteria often has a greater impact for emerging countries. Find out why in an interview with our expert #Karine_Jesiolowski (via @allnews_ch).

Low interest rates drive housing market -> https://t.co/XjhuRim2P7 #Interest #mortgages via @ABNAMROeconomen

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