Review of markets over May 2019

JP Morgan
Door juni 3, 2019 17:29

Review of markets over May 2019

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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 500 was at an all-time high. However, just six days into the month, investors were tested by the announcement that the US would be moving ahead with tariff increases on US imports from China. Equity markets performed poorly over the month, with Asia ex-Japan, emerging markets and the S&P 500 all losing more than 6%. US Treasury yields fell, with markets now pricing in more than 3 Federal Reserve (Fed) rate cuts by the end of 2020, and so US Treasuries returned a positive 2.4% over the month.

Exhibit 1: Asset class and style returns in local currency

Source: Barclays, Bloomberg, FactSet, FTSE, MSCI, J.P. Morgan Asset Management. DM

JP Morgan
Door juni 3, 2019 17:29

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Asset Allocation Consensus September

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Een van de meest gestelde vragen: Heeft het wel zin om de #assetallocation consensus te volgen?

Want het is toch openbare informatie... Na meer dan 7 jaar ziet de outperformance er zo uit #wisdomofthecrowds

Was rustig deze maand met het updaten van de Asset Allocatie Consensus. Ik verwacht met het aankomende #outlook seizoen, dat het wijzigingen gaat regenen de komende weken 😀

Lees de laatste stand hier -> https://t.co/I2u1R6Lre0

#equities #assetallocation

Goud, Zilver en Bitcoin gehoorzamen aan dezelfde wetten https://t.co/RIwa4MuX4z via @opinio_pro
@100trillionUSD

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