Global market perspective

Schroders
Door april 15, 2019 11:02

Global market perspective

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 the period, and from Europe where the Italian market stood out. Part of this can be attributed to a rebound from the significant collapse at the end of last year which left equity markets oversold. However, the key driver was a pivot in monetary policy led by the US Federal Reserve which signalled an end to interest rate hikes and an earlier than expected stabilisation of its balance sheet. This spurred a rally in sovereign bond markets with yields falling as investors priced in looser monetary policy. The fall in yields combined with the increase in risk appetite supported a strong rally in credit markets and underpinned the recovery in equity. 

Schroders
Door april 15, 2019 11:02

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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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