Central banks keep economy afloat

Central banks keep economy afloat

🕔18:07, 2.sep 2019

Putnam – The Macro Report Global growth is cooling as the trade war continues to erode business investment, manufacturing activity, and investor confidence. In July, the Federal Reserve cut interest rates for the first time since 2008; the preemptive move

Lees het volledige artikel
US equities: H2 to show earnings improvement

US equities: H2 to show earnings improvement

🕔17:30, 2.sep 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. US EQUITIES: H2 TO SHOW EARNINGS IMPROVEMENT Despite negative headwinds such as slowing earnings growth and the

Lees het volledige artikel
FED and ECB, bridging from a “mid-cycle adjustment” to an “impactful and significant” package.

FED and ECB, bridging from a “mid-cycle adjustment” to an “impactful and significant” package.

🕔16:26, 2.sep 2019

ECB minutes confirm the “package” way The minutes from the latest ECB meeting suggest that the ECB is likely to proceed with a full set of measures in September, confirming not only the indications from President Draghi following the meeting

Lees het volledige artikel
Solving the Mysteries of Alpha

Solving the Mysteries of Alpha

🕔16:01, 2.sep 2019

If nding alpha for your portfolio continues to be a mystery, you may be looking in the wrong place. As evidenced by their high fees, stock pickers still are coveted in investing. Conventional wisdom attributes much of alpha to the

Lees het volledige artikel
What is a fair price to pay for stocks?

What is a fair price to pay for stocks?

🕔14:57, 2.sep 2019

Equity and fixed income markets have been on a wild ride in recent weeks, as recession fears, geopolitical uncertainty, and continued weakness in manufacturing have weighed on investor sentiment. Labor market strength and the health of the consumer are integral

Lees het volledige artikel
Our multi-asset investment views – August 2019

Our multi-asset investment views – August 2019

🕔13:56, 2.sep 2019

This month's update includes upgrades to US credit and downgrades to European credit, emerging market equities and Bunds. 

Lees het volledige artikel
Index Dashboard: Europe

Index Dashboard: Europe

🕔12:48, 2.sep 2019

Summary As Britain struggled to chart a course towards an EU exit deal, U.K. stocks weighed heavily on the S&P Europe 350 in August, while sovereign bond prices rose across the continent. The S&P Europe 350 declined 1.4%, with the

Lees het volledige artikel
Global Equity Ratings

Global Equity Ratings

🕔11:47, 2.sep 2019

Preferred Sectors: Health Care, Technology and Consumer

Lees het volledige artikel
Political crisis in the United Kingdom

Political crisis in the United Kingdom

🕔10:39, 2.sep 2019

After the political crisis in Italy was almost resolved this week (supporters of the Five Star movement still have to agree to the new coalition), the British government could come under pressure next week. The British Parliament will return from

Lees het volledige artikel

Zoek

Uitgelichte Evenementen

  1. Alpha Research – Lower for Longer

    december 3 @ 12:00 - 18:00

Asset Allocation Consensus September

Twitter

Food prices inflation rose visibly; trade tensions eased on the margin -> https://t.co/xi6DNKIpIl #China #inflation #TradeWars via @KraneShares

2020 Long-Term Capital Market Assumptions -> https://t.co/ssZUDOyEgd #ExpectedReturns #LTCMA #AssetAllocation #Equities #Fixedincome via @InvescoEMEA

Renewed expansion of Fed balance sheet will not be QE but will affect markets -> https://t.co/FwuvTMvUfU #CentralBank #fomc #currency via @Amundi_ENG

Favoring Loans and CLOs Due to Attractive Valuations -> https://t.co/BCH6GJic0E #clo #fixedincome #HighYield #Credit #fomc via @PineBridge

Load More...

Zoek op datum

september 2019
M D W D V Z Z
« aug   okt »
 1
2345678
9101112131415
16171819202122
23242526272829
30