Q2 2019 OUTLOOK & REVIEW

Prudential
Door mei 2, 2019 15:02

Q2 2019 OUTLOOK & REVIEW

QMA’s Global Multi-Asset Solutions Group

  • The global economy may slow further in early 2019, given lingering trade uncertainty, a continued slowdown in China, and the lagged impact of tighter financial conditions in late 2018.
  • However, global growth is likely to bottom later this year due to easing of financial conditions as Central Banks around the globe have turned dovish.
  • The Federal Reserve has put rate hikes on hold, and the fed funds futures curve is suggesting a high probability of a rate cut by year end. The European Central Bank has launched a new round of liquidity measures for banks and intends to leave rates unchanged for longer. China is stimulating its economy, and many EM Central Banks are following suit.
  • The US economy, while not immune to a global growth slowdown, is decelerating mostly due to fading fiscal stimulus and the effects of the previous interest rate hikes. However, its growth is resilient compared to other regions, thanks to a strong labor market and rising wages which lift consumer spending. The recent inversion of the yield curve, however, raises risks for a downturn in 2020.
Prudential
Door mei 2, 2019 15:02

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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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