Factor Views

JP Morgan
By January 25, 2019 19:02

Factor Views

Themes from the quarterly Quantitative Beta Research Summit

The factors that we favor were mixed amid a turbulent quarter that saw a wide range of markets fall sharply and end the year in negative territory. A slowdown in economic activity around the globe, concern about the Federal Reserve’s (Fed’s) shift from quantitative easing to quantitative tightening, and geopolitical uncertainty all contributed to increased levels of volatility and depressed investor sentiment as financial markets priced in increasing odds of a recession.

JP Morgan
By January 25, 2019 19:02

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Deze 2 boeken gaan over de trend van #asset naar #access, ofwel #Subscriptioneconomy. En welke #aandelen en sectoren zijn dan het meest kansrijk?

Dinsdag 9 juni het #webinar: "Subscription Economy: the road to resiliency post-Covid-19" met @NatixisIM -> https://www.crowdcast.io/e/alpharesearch-09062020/

Today we are used to seeing #subscriptions popping up on our bank statements. Only a few years ago, the statement would list only telephone and television subscriptions, but now... Join our webinar on #subscriptioneconomy - June 9th - https://www.crowdcast.io/e/alpharesearch-09062020

Volgende week dinsdag 9 juni om 11:00 bespreken we "#Subscription Economy", samen met Nolan Hoffmeyer, CFA, (Partner, Senior Portfolio Manager) Thematics Asset Management.
Meld je aan via: https://www.alpharesearch.nl/event/subscription-economy-the-road-to-resiliency-post-covid-19/
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