Using a Quality Income Strategy in Today’s Business Climate

State Street Global Advisors
Door september 10, 2019 16:42

Using a Quality Income Strategy in Today’s Business Climate

At State Street Global Advisors, our baseline call in 2019 was for investors to continue to favour US equities, based on supportive monetary and fiscal policy and a contained inflation outlook. We cautioned investors to beware of volatility, on expectations of slower (albeit positive) growth late in an economic cycle. US equities have rallied over 20% year to date, as of the end of July. These returns have outpaced broader developed market equities, as the MSCI World Index was up only 18% during the same period. The primary laggards were Japan and key European manufacturing markets (i.e. Germany and France), which are suffering from an increasingly difficult global trade environment. We remain constructive on the US market, on the basis of a resilient consumer and steady inflation. However, we cannot ignore the increasing concerns reflected in current measures of investor sentiment. These concerns surround three major risks to US equity prices.

State Street Global Advisors
Door september 10, 2019 16:42

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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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