1Q 2019 Investment Outlook

Hang Seng Bank
Door februari 22, 2019 01:02

1Q 2019 Investment Outlook

Executive Summary

  • Global economic growth slows down
  • US interest rate peaks
  • Trade tension between China and US softens
  • Equities valuation sees mean reversion 
Hang Seng Bank
Door februari 22, 2019 01:02

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Uitgelichte Evenementen

  1. Alpha Research – Lower for Longer

    december 3 @ 12:00 - 18:00

Asset Allocation Consensus September

Twitter

Food prices inflation rose visibly; trade tensions eased on the margin -> https://t.co/xi6DNKIpIl #China #inflation #TradeWars via @KraneShares

2020 Long-Term Capital Market Assumptions -> https://t.co/ssZUDOyEgd #ExpectedReturns #LTCMA #AssetAllocation #Equities #Fixedincome via @InvescoEMEA

Renewed expansion of Fed balance sheet will not be QE but will affect markets -> https://t.co/FwuvTMvUfU #CentralBank #fomc #currency via @Amundi_ENG

Favoring Loans and CLOs Due to Attractive Valuations -> https://t.co/BCH6GJic0E #clo #fixedincome #HighYield #Credit #fomc via @PineBridge

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