Uncommon truths – Global debt review 2019

Uncommon truths – Global debt review 2019

🕔19:02, 30.jun 2019

The global debt burden again fell slightly in 2018, with notable declines in some European countries. Emerging market (EM) countries have less debt but offer higher real yields. Some so-called “safehavens” have surprising amounts of debt.

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Investors’ Outlook

Investors’ Outlook

🕔19:02, 30.jun 2019

In rough seas, the ship needs to stay the course Viewpoints – Why now could be the time to buy the dip in euro corporate bonds Equities – Investors flee to safety as the economic giants battle it out Focus

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June 2019: Market news and expert views

June 2019: Market news and expert views

🕔19:02, 30.jun 2019

The markets at a glance The resurgence of the US-China trade dispute has seen a problem leap back onto the agenda of the capital markets that many thought was as good as solved. Experience tells us that provocative broadsides by

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Central banks to the rescue? Don’t count on it

Central banks to the rescue? Don’t count on it

🕔19:02, 30.jun 2019

Multi Asset Outlook Regardless of near-term developments on the trade front, we expect growth to slow and think investors should consider more defensive positioning, including:

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Global Outlook

Global Outlook

🕔17:02, 30.jun 2019

We are delighted to present the June edition of the Aberdeen Standard Investments (ASI) global outlook. We have a fascinating set of articles this month, covering topical issues for investors and our thoughts about investment challenges over the longer term.

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Stick to the Plan

Stick to the Plan

🕔17:02, 30.jun 2019

Global Macro Trends With all the geopolitical ‘noise’ swirling around these days, there is a growing propensity in the investment community to react quickly to near-term news flows, or even head to the sidelines until there is greater visibility. Our

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SEB House View

SEB House View

🕔17:02, 30.jun 2019

Global equities are in our view discounting a too positive economic scenario We maintain our base case scenario that global growth will accelerate in Q3 due to the fiscal and monetary stimulus launched by China and due to base effects

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Global Asset Allocation: The View From Emea

Global Asset Allocation: The View From Emea

🕔17:02, 30.jun 2019

Equity markets experienced one of the largest Fed relief rallies in history as global central banks policies have pivoted to a more dovish stance in the face of low inflation and moderating growth. However, equity markets reversed course in May

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Investment Monthly – June 2019

Investment Monthly – June 2019

🕔17:02, 30.jun 2019

Still reasonable global growth A combination of a reasonable global growth, policy support, and good relative valuations support overweight positions in selected fixed income and equity markets

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Market Insights Q2 2019 – Outlook Remaining Bullish as the cycle goes on

Market Insights Q2 2019 – Outlook Remaining Bullish as the cycle goes on

🕔17:02, 30.jun 2019

Three months ago, following a brutal period for equities, we noted that investors were likely to be rewarded by “being fearful when others are greedy – and greedy when others are fearful”. Spectacular returns over the first quarter demonstrated the

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Where We Stand: Asset Class Views

Where We Stand: Asset Class Views

🕔17:02, 30.jun 2019

PRISM: Effective Asset Allocation

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Barometer of financial markets, June investment outlook

Barometer of financial markets, June investment outlook

🕔17:02, 30.jun 2019

Barometer: More pain to come Fresh trade tensions raise concerns about prospects for both the global economy and equity markets. 

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Euro area monetary and financial statistics – 2018 quality report

Euro area monetary and financial statistics – 2018 quality report

🕔15:25, 29.jun 2019

This biennial data quality report is a contribution to the European Central Bank (ECB) Statistics Quality Framework (SQF). It relates to statistics produced by the European System of Central Banks (ESCB) and focuses on the collection, compilation and dissemination of

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Weekly Economic Commentary

Weekly Economic Commentary

🕔07:00, 29.jun 2019

The Great Divide What we don’t know about investments could fill an encyclopedia, but the current positions of the stock and bond markets are difficult to reconcile. Last week, the S&P 500 closed at a record high level. After a

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China – manufacturing PMI data should stabilize

China – manufacturing PMI data should stabilize

🕔04:02, 29.jun 2019

Week Ahead Next week (July 1), China's manufacturing PMI data for June will be published. Following the intensification of the trade conflict between the US and China, manufacturing sentiment fell slightly in April and May and industrial production growth dropped

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Argentina at a Crossroads

Argentina at a Crossroads

🕔15:02, 28.jun 2019

Key opportunities in less cyclical stocks as uncertainty prevails.  The fortunes of Argentinian stocks are being driven by domestic factors, where electoral uncertainty and economic growth at a trough are setting the backdrop for share price performance. The country faces a

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Primed for Growth Bond ETFs and the path to $2 trillion

Primed for Growth Bond ETFs and the path to $2 trillion

🕔15:02, 28.jun 2019

Bond exchange traded funds (ETFs) are transforming how investors—from individuals to institutions—can access fixed income. Having spent more than 35 years in fixed income, I see bond ETFs as a game-changing technology because of how these products can bring convenience

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Een doorsnee week op de Financiële markten…

Een doorsnee week op de Financiële markten…

🕔14:11, 28.jun 2019

De duiven zijn weer losgelaten. Centrale banken wereldwijd hinten op komende renteverlagingen. Aan commentaren hierop geen gebrek. Bekijk de volledige lijst hier. Yield curve’s zijn ondertussen in veel landen weer “inverted”. Maar wat betekent dit eigenlijk? We nemen een stap

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Emerging Market Debt Indicator

Emerging Market Debt Indicator

🕔11:02, 28.jun 2019

Market review The resurgence of trade tensions caused a shift in the backdrop for emerging markets in May, weighing on investors’ appetite for risk. Even so, local bonds ended the month up 0.30%, as measured by the JP Morgan GBI-EM

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Knee jerk reaction

Knee jerk reaction

🕔11:02, 28.jun 2019

Macro Weekly First reaction to re-escalting trade war visible Korea hit by more than the trade war? Central bankers promising (much) more easing

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The Great “Hollowing Out” of the U.S. Job Market

The Great “Hollowing Out” of the U.S. Job Market

🕔11:02, 28.jun 2019

The U.S. labor market has shown sustained strength in the years since the global financial crisis. In assessing this performance, however, it is also important to consider the quality of the jobs that have been created. Have the new jobs

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Monthly Commodity Insights

Monthly Commodity Insights

🕔11:02, 28.jun 2019

A more negative base view but still neutral on commodity prices We have downgraded our forecasts for global economic growth and we now expect a global monetary easing cycle to take shape, starting in US before too long. The changes

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Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔11:02, 28.jun 2019

Economists love a good trilemma—a set of three choices or outcomes in which various combinations of them are likely but where, by definition, it’s impossible for all three to occur at the same time. This concept was developed in international

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What’s more Intimidating? Fed Minutes or a President’s Tweet?

What’s more Intimidating? Fed Minutes or a President’s Tweet?

🕔11:02, 28.jun 2019

Fixed Income Perspectives President Trump threw monkey wrenches into the global financial markets by suddenly escalating trade frictions with China, and then unexpectedly weaponizing tariffs against Mexico. As the hyenas advanced, the lion roared: Fed Chair Jerome Powell said that

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The downgrade risks facing passive investment grade bondholders

The downgrade risks facing passive investment grade bondholders

🕔11:02, 28.jun 2019

Investors are increasingly worried about the growing size of the BBB-rated corporate bond market, the lowest tier of investment grade (IG) debt. The risk is that much of this segment could be downgraded to high yield (HY) when the next

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Asset Allocation Consensus Augustus

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    september 5 @ 15:30 - 19:00
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