Why invest in alternative assets?

Why invest in alternative assets?

🕔17:02, 4.Jun 2019

The post-crisis economic expansion has been long but relatively anaemic. In this environment, few central banks have been able to normalise either interest rates or their balance sheets, and investors have, as a result, struggled to achieve the desired yield

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OK, Sell in May…But What About Today? Investing in an Increasingly Volatile Market

OK, Sell in May…But What About Today? Investing in an Increasingly Volatile Market

🕔17:02, 4.Jun 2019

Strategy Espresso On 1 May, investors in US equities were celebrating. The S&P 500 had more than recovered all of the losses from last year’s Q4 sell-off to reach a new all-time high of 2,954. The CBOE Volatility Index (“VIX”), widely accepted

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Increased risk requires a cautious attitude

Increased risk requires a cautious attitude

🕔13:02, 4.Jun 2019

Global Investment Views  After weeks of relative stability, the threat of a trade war has returned, shaking investor confidence and awakening markets from complacency. However, while there is still a significant optimism in the market that a deal can be

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Trade conflict or something else?

Trade conflict or something else?

🕔13:02, 4.Jun 2019

Macro Weekly Eurozone economic sentiment improves Industrial production in Japan and Korea improves But China manufacturing PMI drops back again

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Asian Fixed Income Guide

Asian Fixed Income Guide

🕔13:02, 4.Jun 2019

Asia ex Japan’s economy has been growing steadily and remains one of the fastest growing major regions in the world. The region is expected to grow at 5.7% in 2019, while G7 economies will grow at just around 1.6%. Asia’s

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Monthly update on Chinese markets

Monthly update on Chinese markets

🕔13:02, 4.Jun 2019

The trade conflict between China and US is back in focus. On 10th May, US took tariffs rates on USD250 billion of Chinese exports to 25% from 10%. Retaliation swiftly followed. China raised tariffs on USD60 billion of US goods

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Economic and Strategy Viewpoint

Economic and Strategy Viewpoint

🕔13:02, 4.Jun 2019

The headline growth numbers in our latest forecasts have not changed significantly since our last update in February. However, these have been boosted by a good start to the year with Q1 GDP beating expectations in the US, eurozone, UK,

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Genuine uncertainties according to the latest indicators

Genuine uncertainties according to the latest indicators

🕔13:02, 4.Jun 2019

Trade war uncertainties continued while the latest advanced indicators delivered increasingly contradictory signals. Conference Board indicators on consumer confidence rebounded in May amid very buoyant labour market conditions. Note, however, that the survey was up to May 16 and therefore

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Review of markets over May 2019

Review of markets over May 2019

🕔13:02, 4.Jun 2019

For much of this year, equity markets have enjoyed a healthy climb, assisted by a dovish tilt from central banks, as well as the possibility of a trade deal between the US and China. As we entered May, the S&P

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Getting a grip on inflation expectations

Getting a grip on inflation expectations

🕔13:02, 4.Jun 2019

Weekly Commentary Inflation expectations have sharply fallen recently, driving down U.S. government bond yields and focusing attention on Fed policy. The market now expects three Fed rate cuts by the end of 2020. The Fed is getting concerned that its

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Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔13:02, 4.Jun 2019

This year’s rally in risk assets came to a screeching halt in May, derailed at first by the collapse of U.S.–China trade negotiations. It was thought that a deal could emerge during the first week of the month. Instead, the

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Mapping China’s Rise to Asset Class Status

Mapping China’s Rise to Asset Class Status

🕔13:02, 4.Jun 2019

Strategic asset allocation is the bedrock of investing, employed by professional investors around the world. For asset allocation to work, the portfolio manager needs well defined asset classes that have their own unique characteristics and complement one another. Thirty years

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S&P Global Equity Indices Monthly Update

S&P Global Equity Indices Monthly Update

🕔11:02, 4.Jun 2019 Read Full Article
Listen when people tell you who they are

Listen when people tell you who they are

🕔10:28, 4.Jun 2019

I had underestimated the chances of an escalating tariff war given the problems it creates for US businesses, for the stock market, for Republicans in the Senate who object to them, for some of Trump’s closest advisors and for the

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Technology and the fight for the cash flows of the future

Technology and the fight for the cash flows of the future

🕔07:19, 4.Jun 2019

Rick Rieder and Russ Brownback argue that there’s little benefit to “trading the news” today, as prices adjust instantly to highly-transparent information. Rather, investors would do well to follow long-term cash flows, of which the lion’s share is to be

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Monthly update on Indian markets

Monthly update on Indian markets

🕔04:09, 4.Jun 2019

India insights Indian equities outperformed emerging markets by 8.2% in USD terms in May, fueled largely by anticipation of a favourable outcome in the election We expect the RBI to cut rates in 1HFY2020, with the rate cut possibly coming

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Asset Allocation Consensus June

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Sign up on #OpinioPro to read all the latest research on #fixedincome, #assetallocation and so much more! Click here: https://t.co/90NYM4HBVh

In UBP's Monthly #Investment #Outlook they write: "After Q1 global weakness, world growth is expected to stabilise in Q2 and progressively recover moving into 2H19". Read the whole outlook here: https://t.co/jlNTFp5V6M

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