Asia Bulletin: Time is running out to solve China’s debt bubble

Asia Bulletin: Time is running out to solve China’s debt bubble

🕔14:42, 20.aug 2019

Time is running out to solve China’s debt bubble China onshore bonds enter the mainstream Spooked by the yield curve inversion Asian equities: on the right side of history Europe’s equity markets look undervalued Strategies that benefit from volatility Why

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Europe’s equity markets look undervalued

Europe’s equity markets look undervalued

🕔13:32, 20.aug 2019

Economic activity is flagging and Eurosceptic groups gained some ground at the recent European elections, but Europe is cheap compared with other markets. There has been an extraordinary turnaround in central bank monetary policy. The US Federal Open Markets Committee

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China’s “Real” GDP Growth

China’s “Real” GDP Growth

🕔12:46, 20.aug 2019

“Politicians use statistics in the same way that a drunk uses lamp posts—for support rather than illumination.” As Scottish poet Andrew Lang reminds us, statistics should be read critically. The assembly of economic results is constrained by data limitations, distorted

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Strength Amid Weakness: Why Active High Yield Strategies Shine – and Especially During Downturns

Strength Amid Weakness: Why Active High Yield Strategies Shine – and Especially During Downturns

🕔11:46, 20.aug 2019

Years of persistent low yields across much of the global fixed income market have spurred many investors to look lower down the credit spectrum in search of yield, or to increase their allocation to equities, in an effort to meet

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US equities: H2 to show earnings improvement

US equities: H2 to show earnings improvement

🕔10:41, 20.aug 2019

After an unexpectedly strong first half driven by re-rating, US stocks look set to resume earnings growth for the rest of the year Despite negative headwinds such as slowing earnings growth and the ongoing trade dispute between the US and

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Can a growth scare benefit tech stocks?

Can a growth scare benefit tech stocks?

🕔10:01, 20.aug 2019

Given the recent volatility, investors may be wary of tech. Not so fast, Russ explains. Despite an abrupt and punishing market swoon that disproportionately punished more volatile sectors, technology is holding its own. During the past month the sector has

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How central banks might deal with the next downturn

How central banks might deal with the next downturn

🕔09:46, 20.aug 2019

Elga discusses the challenges facing central bankers when the next downturn comes – and makes some unprecedented policy suggestions. This is the first in a series of four blogs on the topic of “Dealing with the next downturn.” Unprecedented policies

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Market Flash: Global Data Worry Markets

Market Flash: Global Data Worry Markets

🕔09:36, 20.aug 2019

The US Commerce Department’s lift to markets at the beginning of the week soon fizzled out. Half of previously tariff-free Chinese imports will now be spared the proposed duties up to December 15. This concerns $150bn vs. a total of

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Growth concerns mount, despite tariff delay

Growth concerns mount, despite tariff delay

🕔08:31, 20.aug 2019

More twists and turns in the US-China trade war It has not been a big surprise to us that the US would become more protectionist and mercantilist under a Trump presidency. It also has not been a big surprise that

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Global markets and multi-asset portfolios

Global markets and multi-asset portfolios

🕔07:26, 20.aug 2019

The tug-of-war between trade tensions and easy monetary policy has been evenly balanced so far this year. However, the balance might be shifting as policy shows signs of fatigue and trade war concerns persist despite a Trump Administration decision to

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The fight for the Democratic nomination moves into the next round. -> https://www.opiniopro.com/2020/02/fn/the-fight-for-the-democratic-nomination-moves-into-the-next-round/ #elections #usa #Trump #Republican #Democrats via @DWS_Group

Slowing but going -> https://www.opiniopro.com/2020/02/fidelity/slowing-but-going/ #AssetAllocation #Equities #FixedIncome #RealEstate via @Fidelity

The prospects for economies and markets in 2020. -> https://www.opiniopro.com/2020/02/bmo/the-prospects-for-economies-and-markets-in-2020/ #brexit #centralbank #china #Fed #manufacturing #oil #recession via #BMO

Navigating a Sentiment Crash -> https://www.opiniopro.com/2020/02/qma/navigating-a-sentiment-crash/ #crash #Equities #growth #sentiment #value via @pgim

Are you taking enough risk? How do you know? -> https://www.opiniopro.com/2020/02/invesco/are-you-taking-enough-risk-how-do-you-know/ #china #Equities #factor #FixedIncome #riskpremium via @InvescoEMEA

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