Will the “Fed put” be enough to ensure further upside to risky assets?

Will the “Fed put” be enough to ensure further upside to risky assets?

🕔19:02, 29.mrt 2019

Allocation Perspective Stocks have rallied this year – MSCI ACWI is up 17% from its late December low – despite lackluster economic growth outside the US. Manufacturing PMIs have fallen to 47.6 in Germany, to 48.9 in Japan, and an

Lees het volledige artikel
Will the “Fed put” be enough to ensure further upside to risky assets?

Will the “Fed put” be enough to ensure further upside to risky assets?

🕔19:02, 29.mrt 2019

Allocation Perspective Stocks have rallied this year – MSCI ACWI is up 17% from its late December low – despite lackluster economic growth outside the US. Manufacturing PMIs have fallen to 47.6 in Germany, to 48.9 in Japan, and an

Lees het volledige artikel
Cryptocurrency Outlook

Cryptocurrency Outlook

🕔17:02, 29.mrt 2019

Dark Shadows with a Bright Future  With cryptocurrencies down sharply in price, many observers seem to assume there’s been an industry-wide decline in usage and practical applications. Nothing could be further from the truth. Leading cryptocurrencies now enjoy three times

Lees het volledige artikel

Still here…

🕔16:33, 29.mrt 2019

Britain was supposed to have left the EU today. As you may have noticed, it hasn’t. The future remains uncertain, especially as there will be more political change. The real work will begin once the withdrawal has taken place but

Lees het volledige artikel
Global Fixed Income Views 2Q 2019

Global Fixed Income Views 2Q 2019

🕔15:53, 29.mrt 2019

Scenario probabilities (%) Source: J.P. Morgan Asset Management. Views are as of March 21, 2019. MARCH MADNESS Anyone in the U.S., or passing through this time of year, knows all too well about the collegiate basketball spectacle known as March

Lees het volledige artikel
Accessing the Leading Growth Themes in Technology

Accessing the Leading Growth Themes in Technology

🕔15:02, 29.mrt 2019

Tech companies continue to innovate and disrupt. Exposure to secular growth trends makes the sector less reliant on economic growth. It can be hard to pick just one winner — investing in a basket of companies allows investors to diversify

Lees het volledige artikel
Groei eurozone zwakt af

Groei eurozone zwakt af

🕔14:02, 29.mrt 2019

De groei van de eurozone-economie zwakt af. Italië bevindt zich in een recessie, terwijl Duitsland deze nipt wist te vermijden. Andere eurolanden, zoals Spanje en Nederland, doen het beter. De binnenlandse bestedingen blijven daar op peil. De ECB zal de

Lees het volledige artikel
Small‑Caps Can Weather European Market Volatility

Small‑Caps Can Weather European Market Volatility

🕔14:02, 29.mrt 2019

Innovative Growth Companies Offer Resilient Quality. European equity markets are likely to remain volatile in 2019. Europe is home to many innovative growth companies that could perform well over the medium term.

Lees het volledige artikel
The Wealth of Nations

The Wealth of Nations

🕔14:02, 29.mrt 2019

Emerging Markets Outlook Emerging markets (EM) have been fast out of the gate in 2019, recalling last year’s strong start and subsequent stumble. While we are constructive on the prospects for EM performance in the year ahead, we think the

Lees het volledige artikel
EUR/USD: Low should be reached in Q2

EUR/USD: Low should be reached in Q2

🕔03:06, 29.mrt 2019

Forex News  The latest statements by representatives of the US Federal Reserve mean that we no longer forecast the next interest rate hike for June, but only another hike at the end of the year. Accordingly, we have changed our

Lees het volledige artikel
EUR/USD: Low should be reached in Q2

EUR/USD: Low should be reached in Q2

🕔03:06, 29.mrt 2019

Forex News  The latest statements by representatives of the US Federal Reserve mean that we no longer forecast the next interest rate hike for June, but only another hike at the end of the year. Accordingly, we have changed our

Lees het volledige artikel
Unveiling China’s Economic Cycle

Unveiling China’s Economic Cycle

🕔02:01, 29.mrt 2019

Introducing our Economic Cycle Indicator and how we apply it to the current environment The recent deterioration in high-frequency data has reignited concern about the health of the Chinese economy. However, wide divergences between some official data, such as GDP,

Lees het volledige artikel

Macroprudential policy in a monetary union with cross-border banking

🕔01:00, 29.mrt 2019

Download PDF

Lees het volledige artikel

Zoek

Twitter

What is the Optimal Number of Equity Managers? -> https://www.opiniopro.com/2020/02/pgim/what-is-the-optimal-number-of-equity-managers/ #managerselection #portfolioconstruction via @pgim

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

Load More...

Zoek op datum

maart 2019
M D W D V Z Z
« feb   apr »
 123
45678910
11121314151617
18192021222324
25262728293031