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

Zoek

Asset Allocation Consensus Augustus

Evenementen

  1. 3de nazomer ETF BBQ

    september 4 @ 17:00 - 21:00
  2. IPFOS – Bestuurders Conferentie 2019

    september 5 @ 14:00 - 18:00
  3. BASEL IV, Uitdagingen in de Praktijk

    september 5 @ 15:30 - 19:00
  4. Invesco & Schroders – Real Assets & Energy Transition

    september 10 @ 09:30 - 13:00
  5. Candriam – Sustainbale Investment Conference

    september 12 @ 13:30 - 20:30

Twitter

Sign up on #OpinioPro to read all the latest research on #AssetAllocation, #FixedIncome and so much more! Click here: https://t.co/90NYM4HBVh

Columbia Threadneedle writes: "Core #governmentbond #yields continued their lurch lower as volatility remained elevated, driven by further escalation in trade rhetoric and..." - Read the whole article here: https://t.co/65rGTbksaz #assetallocation

Sign up on #OpinioPro to read all the latest research on #AssetAllocation, #Equities, ESG and so much more! Click here: https://t.co/90NYM4HBVh

Load More...

Zoek op datum

augustus 2019
M D W D V Z Z
« jul    
 1234
567891011
12131415161718
19202122232425
262728293031