Multi-asset markets outlook – July

Robeco
Door juli 10, 2019 17:02

Multi-asset markets outlook – July

Economic numbers were generally uninspiring in June. On a relative basis, data out the US was weaker than expected. In June it was less about the data and all about central banks. Market expectations heading into the meetings were extremely high. It must be said, though, that central bankers lived up to the very high expectations and managed to surprise at the margin. Both the ECB and the Fed indicated that they are willing to provide monetary support. Although actions were anticipated, the actual confirmation supported risky assets. The S&P 500 reached a new all-time high. The MSCI World (LC) index increased 5.8% and outperformed emerging markets by almost 1.0%. Global Equity markets are up more than 15% for the second half of the year. 

Robeco
Door juli 10, 2019 17:02

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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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