Global Asset Classes in the Spotlight

Amundi
Door augustus 13, 2019 18:47

Global Asset Classes in the Spotlight

A widening gap between valuation and economic/corporate fundamentals

  • Central banks seems to be very concerned about the slowdown in the economic cycle sparked by trade tensions. As a consequence, they have been intensifying their communications about their willingness to act.
  • While economic data fill up a mixed bag of signals, we are convinced that the quality of growth will likely lead to further economic weakness. However, we don’t think a recession is likely in the next 12 months.
  • Markets will need a successful and consistent policy mix (ie, fiscal and monetary accommodation) to enjoy a further boost.
  • Central banks are in a difficult position. Market participants require intensified efforts that might come at the cost of credibility erosion for central banks or could increase the perception that central banks are not independent of the government. Furthermore, if central banks read something worrisome such as high refinancing needs on debt burden in the US, they might have to align monetary policy with fiscal policy. 
Amundi
Door augustus 13, 2019 18:47

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Asset Allocation Consensus September

Evenementen

  1. InsingerGilissen – ‘duurzaam beleggen is de nieuwe norm’

    december 10 @ 08:30 - 11:30
  2. IPF – Besturen en beleggen in 2020

    december 12 @ 10:00 - 16:00
  3. CFA – Macro-economic forecast for 2020

    december 12 @ 15:30 - 19:00
  4. JP Morgan – 2020: A make or break year?

    december 12 @ 17:30 - 21:30
  5. Asset Management Kerstborrel

    december 17 @ 17:30 - 22:00

Twitter

Our conference #UBPInvestmentOutlook had a full house in London last week! Our experts shared their 2020 outlook for the global economy and more specifically for the UK. Thank you all for coming!

Zal zijn laatste woorden aan mij nooit vergeten. Over woorden gesproken: toen ik Volcker de eerste keer ontmoette, was zijn eerste vraag:"Hoe is het met Andre Szász?" Ik had 15 minuten met hem. Het werd 1,5 uur! Er was een klik. RIP

De Asset Allocatie Awards komen er weer aan! Nominaties komen deze week, winnaars op 4 februari 2020... Hier een sfeer inpressie van vorig jaar -> https://t.co/c36HWpyGVx

Obligaties uit frontier markets keren nog wel hoge coupons uit en de default-kans is verrassend laag. "Er moet veel gebeuren om negatief te eindigen," zegt Thomas Christiansen van @UBP_Group @IEXProfs https://t.co/gDP9nspIJw

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