Warmer weather please

Warmer weather please

🕔16:37, 5.apr 2019

There have been some signs of global growth stabilising, although European data is lagging. China and the US published stronger data on manufacturing last week. Bond yields have risen a bit, suggesting recession fears have receded somewhat. This is a

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March’s yield curve inversion vs the equity rally

🕔16:29, 5.apr 2019

Key points Global equities continue to advance with year-to-date performance now running at 14.4%, supported by the strong growth and cyclical rally March witnessed fear return with the inversion of the US treasury yield curve. We examine previous episodes and

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Monthly Factor Report – Global

Monthly Factor Report – Global

🕔11:02, 5.apr 2019

Lazrd Asset Management Global equity markets finished the first quarter with modest gains in March, completing their best quarter since 2010. Volatility continued to ebb as the new dovish stance of the Federal Reserve and optimism over a US–China trade

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Asset Allocation and Sovereign Debt

Asset Allocation and Sovereign Debt

🕔11:02, 5.apr 2019

Asset Allocation Strategy Equity and bond markets have staged an impressive rebound since January; what is equally impressive is that this has been accomplished with practically no shift in fundamentals and fund flows. The fourth-quarter sell-off was caused by central

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Quarterly markets review – Q1 2019

Quarterly markets review – Q1 2019

🕔11:02, 5.apr 2019

A review of Q1 2019 when equities rebounded, supported by market expectations that the Federal Reserve will not raise interest rates this year.

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Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔11:02, 5.apr 2019

The trade war being waged by the U.S. against some of its main economic partners ostensibly aimed to “level the playing field” in response to trade balances perceived to be unfair. A year or so in, has it succeeded and,

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Economic and Strategy Viewpoint

Economic and Strategy Viewpoint

🕔11:02, 5.apr 2019

April 2019 Investor concerns have switched from trade wars to politics and growth. The inversion of the yield curve is now adding to US recession fears. We see scope for a near term bounce in activity, but remain concerned further

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Monthly Factor Report – Global

Monthly Factor Report – Global

🕔11:02, 5.apr 2019

Lazrd Asset Management Global equity markets finished the first quarter with modest gains in March, completing their best quarter since 2010. Volatility continued to ebb as the new dovish stance of the Federal Reserve and optimism over a US–China trade

Lees het volledige artikel
Investment Monthly April 2019

Investment Monthly April 2019

🕔11:02, 5.apr 2019

Further Fed dovishness The global Nowcast (our big data analysis tool) remains below our sense of trend growth, although there are tentative signs of a stabilisation. US growth is still robust, with further evidence of rising wage pressures Our Nowcast

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Cross Asset Investment Strategy

Cross Asset Investment Strategy

🕔11:02, 5.apr 2019

A sweet spot, but keep a sharp eye on the macro side Risky assets have been in a very strong uptrend since the beginning of the year. The key question now is, where do we go from here? There are

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Asset Allocation and Sovereign Debt

Asset Allocation and Sovereign Debt

🕔11:02, 5.apr 2019

Asset Allocation Strategy Equity and bond markets have staged an impressive rebound since January; what is equally impressive is that this has been accomplished with practically no shift in fundamentals and fund flows. The fourth-quarter sell-off was caused by central

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Why Markets Are Overreacting to Europe’s Bind

Why Markets Are Overreacting to Europe’s Bind

🕔11:02, 5.apr 2019

Investment Strategy Insights  Imagine being joined at the hip to China’s economy, having to ride its ups and downs, while at the same time being subject to Federal Reserve policy through a fixed peg to the US dollar. That’s the

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Quarterly markets review – Q1 2019

Quarterly markets review – Q1 2019

🕔11:02, 5.apr 2019

A review of Q1 2019 when equities rebounded, supported by market expectations that the Federal Reserve will not raise interest rates this year.

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3 investing ideas for the second quarter

3 investing ideas for the second quarter

🕔07:59, 5.apr 2019

We see a repeat of the first-quarter rally as unlikely, and advocate more carefully balancing risk and reward as the second quarter kicks off. Richard shares three investing ideas for this quarter. Markets are off to a strong start in

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Zoek

Asset Allocation Consensus September

Twitter

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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