Market turbulence and policy reversal shouldn’t cow investors

Market turbulence and policy reversal shouldn’t cow investors

🕔18:06, 15.apr 2019

Rick Rieder and Russ Brownback argue that despite the market turbulence witnessed in the past several months, as well as a dramatic policy reversal, we find ourselves at a moment of remarkable economic stability. That fact, along with greater policy

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China’s new economy takes root

China’s new economy takes root

🕔17:03, 15.apr 2019

Country Outlook The inclusion of Chinese A-shares in the MSCI Emerging Markets Index that took place last June is a landmark step for China’s integration into global markets. It is expected to boost investors’ interest in Chinese firms and to

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Asset Class Views

Asset Class Views

🕔11:06, 15.apr 2019

Asset Class Views – J.P. Morgan Institutional Asset Management Skip Nav J.P.Morgan Home / Institutional Asset Management / Library / Asset Class Views Our quarterly investment views and insights on asset allocation and portfolio construction. FACTOR VIEWS 2Q 2019 Factor

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Global equity investing: The benefits of diversification and sizing your allocation

Global equity investing: The benefits of diversification and sizing your allocation

🕔11:02, 15.apr 2019

Regardless of where they live, investors have a significant opportunity to diversify their equity portfolios by investing outside their home market. Despite this opportunity, investors on average have maintained allocations to their home country that have been significantly larger than

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After a rip-roaring recovery from the miserable end to last year, it is easy to think of reasons to take a more cautious view of the prospects for world equity markets. In particular, analysts have steadily lowered profit forecasts around the world amid sluggish growth in the major developed economies and concern over the outlook in China. The message from bond markets is to expect more of the same, with the U.S. yield curve temporarily inverting recently and the troubling sight of negative yields on government debt once again spreading across Northern Europe and Japan. Given that the U.S. economic expansion is already the second longest in history, investors are understandably anxious about the outlook for growth and profits over the next couple of years.

After a rip-roaring recovery from the miserable end to last year, it is easy to think of reasons to take a more cautious view of the prospects for world equity markets. In particular, analysts have steadily lowered profit forecasts around the world amid sluggish growth in the major developed economies and concern over the outlook in China. The message from bond markets is to expect more of the same, with the U.S. yield curve temporarily inverting recently and the troubling sight of negative yields on government debt once again spreading across Northern Europe and Japan. Given that the U.S. economic expansion is already the second longest in history, investors are understandably anxious about the outlook for growth and profits over the next couple of years.

🕔11:02, 15.apr 2019

After a rip-roaring recovery from the miserable end to last year, it is easy to think of reasons to take a more cautious view of the prospects for world equity markets. In particular, analysts have steadily lowered profit forecasts around

Lees het volledige artikel
Falling Angels? Credit Market Risks and Opportunities

Falling Angels? Credit Market Risks and Opportunities

🕔11:02, 15.apr 2019

Viewpoint April 2019 U.S. corporate bond markets have transformed in the past few years as the proportion of BBB rated credit has swollen. There’s little room for error, as we noted back in January 2018. Where do we stand now?

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Global Equity Views 2Q 2019

Global Equity Views 2Q 2019

🕔11:02, 15.apr 2019

Themes and implications from the Global Equity Investors Quarterly After a rip-roaring recovery from the miserable end to last year, it is easy to think of reasons to take a more cautious view of the prospects for world equity markets.

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Emerging and Developed markets: So the last shall be first

Emerging and Developed markets: So the last shall be first

🕔11:02, 15.apr 2019

After a rip-roaring recovery from the miserable end to last year, it is easy to think of reasons to take a more cautious view of the prospects for world equity markets. In particular, analysts have steadily lowered profit forecasts around

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Global market perspective

Global market perspective

🕔11:02, 15.apr 2019

Economic and asset allocation views Risk assets rebounded sharply in the first quarter with US equities recording one of their best first quarter gains on record. Strong performances were also registered by China A-shares, which was the best performer during

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Falling Angels? Credit Market Risks and Opportunities

Falling Angels? Credit Market Risks and Opportunities

🕔11:02, 15.apr 2019

Viewpoint April 2019 U.S. corporate bond markets have transformed in the past few years as the proportion of BBB rated credit has swollen. There’s little room for error, as we noted back in January 2018. Where do we stand now?

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Dovishness Reverberates Globally

Dovishness Reverberates Globally

🕔11:02, 15.apr 2019

Multi-Asset Solutions Weekly Strategy Report The dovish shift from the Federal Reserve earlier this year has reverberated throughout the world, reflected not only in financial market performance but also in the stances of other central banks. What looked, at this

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Traders Brush Off The Brexit Deadline Extension

Traders Brush Off The Brexit Deadline Extension

🕔11:02, 15.apr 2019

Market flash The headline event in Europe was Brexit being postponed to October 31 at the latest. The agreement will prolong uncertainty but at least there is no short-term risk of a no-deal exit. The April 10 ECB meeting left

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Weekly Economic Commentary

Weekly Economic Commentary

🕔11:02, 15.apr 2019

In this issue Lessons from Illinois Sino-Nippon Trade Relations The Fed’s New Face(s)?

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Factor Views 2Q 2019

Factor Views 2Q 2019

🕔10:39, 15.apr 2019

IN BRIEF Factor performance was bifurcated over the quarter amid sharp market reversals.  Equity factors were negative across the board; since 1990, this had happened only once before.  Event-driven factors delivered generally positive returns, led by merger arbitrage, share repurchase

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Portfolio Insights

Portfolio Insights

🕔10:06, 15.apr 2019

Portfolio Insights – J.P. Morgan Institutional Asset Management Skip Nav J.P.Morgan Home / Institutional Asset Management / Library / Portfolio Insights Commentary, strategic perspectives and in-depth analysis from our investment teams to help guide your portfolio decisions. FACTOR VIEWS 2Q

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The CSPP at work – yield heterogeneity and the portfolio rebalancing channel

🕔02:00, 15.apr 2019

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Can more public information raise uncertainty? The international evidence on forward guidance

🕔02:00, 15.apr 2019

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Zoek

Asset Allocation Consensus Juli

Evenementen

  1. IPFOS – Bestuurders Conferentie 2019

    september 5 @ 14:00 - 18:00
  2. Invesco & Schroders – Real Assets & Energy Transition

    september 10 @ 09:30 - 13:00
  3. Candriam – Sustainbale Investment Conference

    september 12 @ 13:30 - 20:30
  4. ACTIAM – ACTIAM Academy

    september 17 @ 09:30 - 13:00
  5. Markets Group – 3rd Benelux Institutional Forum

    september 26 @ 07:30 - 18:00

Twitter

Currencies: Us Dollar Bar For Us Fx Intervention Remains High -> https://t.co/2ny01nTS55 #currency #China #tradewar via @PictetWM @PictetAM_NL

Long-term Equity Investments under Solvency II -> https://t.co/MDJWukfKfB #solvency2 #equity #europeancommission via @DWS_Group

Blitzscale and Hope: Unicorns, IPOs and the Fear of Repeating the Late 1990s -> https://t.co/N6TXHvJWCS #unicorns #IPO via @epochinvest

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