Perspectives from GSAM Strategic Advisory Solutions

Perspectives from GSAM Strategic Advisory Solutions

🕔11:02, 10.mrt 2019

Market Pulse GDP DECELERATION: We see downside risk to our 2019 global economic growth forecast of 3.5%. However, a deceleration is different from a reversal. For the US and Euro area, we expect stable growth to follow a deceleration: 1)

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Is there a global monetary crunch?

Is there a global monetary crunch?

🕔11:02, 10.mrt 2019

Uncommon truths Most of us were surprised on 30 January when Jerome Powell suggested the Fed is already considering the possibility of tapering its balance sheet reductions. He suggested they were starting to believe the “normal” size of the balance

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Profit margins under pressure

Profit margins under pressure

🕔02:16, 10.mrt 2019

Macro perspectives The deceleration in economic growth – and the entry of the US into the late stage of its expansion – casts a shadow on corporate profit margins. This year we could see a US-led earnings recession – typically

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Nine Key Investment Themes for 2019

Nine Key Investment Themes for 2019

🕔02:14, 10.mrt 2019

2019’s Investment Regime Will Likely Be Influenced Early On by Two Major Factors Coming from Policy Circles While predicting the course of markets for the year ahead is always a nearly impossible task, it is likely to be particularly challenging

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Muni bonds forge ahead into tax season

Muni bonds forge ahead into tax season

🕔02:11, 10.mrt 2019

Highlights Muni bonds posted a fourth consecutive month of strong returns in February. Reinvestment activity outpaced modest issuance, resulting in net negative supply. We expect demand to remain strong as tax payers feel the effects of tax reform.

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Emerging markets Commentary Q1 2019

Emerging markets Commentary Q1 2019

🕔02:10, 10.mrt 2019

The single most important price of an economy Financial markets appear to be entering a new phase after the big moves in rates and the Fed communication hiccup at the end of 2018. EM equities will benefit from easier financial

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Time to get real on inflation-linked bonds

Time to get real on inflation-linked bonds

🕔02:09, 10.mrt 2019

BII Global weekly commentary It may be time to add exposure to inflation-protected U.S. government bonds (TIPS). Why? The Fed has confirmed its intent to be patient with its next rate move and may let inflation temporarily breach its 2%

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Bonds are back

Bonds are back

🕔02:09, 10.mrt 2019

Fixed Income Strategy Bonds are making a comeback. They have become a viable source of income, in our view, amid higher U.S. interest rates, a slowing but growing U.S. economy and a pause in the Federal Reserve’s tightening cycle. We

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Crisis & Events S&P 500 Index -> https://www.opiniopro.com/2020/02/first-trust/crisis-events-sp-500-index/ #crisis #Equities #longterm via @ftportfolios

How to use iBonds like a pro -> https://www.opiniopro.com/2020/02/blackrock/how-to-use-ibonds-like-a-pro/ #AssetAllocation #CentralBanks #Fed #Fixedeincome via @blackrock

Slower for longer? -> https://www.opiniopro.com/2020/02/natixis/slower-for-longer/ #AssetAllocation #china #coronavirus #Equities #fixedincome via @NatixisIM @natixis

CTAs lead the pack on global risk appetite. what’s next? -> https://www.opiniopro.com/2020/02/lyxor/ctas-lead-the-pack-on-global-risk-appetite-whats-next/ #alternatives #cta #globalmacro #hedgefunds via @Lyxor

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