Economic and Strategy Viewpoint June 2019

Schroders
Door juni 14, 2019 15:04

Economic and Strategy Viewpoint June 2019

Lower for longer in EM?

Higher oil prices and renewed trade tensions see largely negative revisions to our emerging markets (EM) forecasts this quarter, though there are few dramatic changes. Idiosyncratic factors are also at work, and in some cases work to counter the higher inflation implied by oil price increases, though for China the domestic spread of African Swine Flu aggravates the issue further.

Schroders
Door juni 14, 2019 15:04

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    december 3 @ 12:00 - 18:00

Asset Allocation Consensus September

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Deze week in "Multi-Asset Solutions Weekly Strategy Report" van @JPMorganAM een helder plaatje dat #EmergingMarketDebt toch wel heel mooi in een multi-asset portfolio past. Maar het is ook een beetje #confirmationbias 😀-> https://t.co/7b6yAG8Wv4 #assetallocation via
@Opinio_Pro

In Emerging Markets, Does It Pay to Worry About ESG Factors? ->https://t.co/Hca0PmObIB #emergingmarkets #equity #esg via @TRowePrice

Cyber Monday: 4 reasons online sales are surging -> https://t.co/8pxHju7Ins #technology #cyber #BlackFriday via @AXAIM

Lower credit risk observed in sectors that are positively aligned with the SDGs -> https://t.co/fMx3Xawo2A #fixedincome #Credit #SDGs #ESG #SRI via @Robeco @Robeco_Prof_NL

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