Consider This

Consider This

🕔18:50, 11.Nov 2019

On the Markets As we head toward the end of the third quarter, I can’t help but think it feels very similar to last year in many ways. The S&P 500 is trading right where it was a year ago, near its all-time

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Global Tactical Asset Allocation

Global Tactical Asset Allocation

🕔18:49, 11.Nov 2019

UBS House View Monthly Base October 2019 While we don't expect the US economy to fall into recession, we think near-term risks, in particular to equity markets, are elevated. Despite recent tentative signs of an improvement in Sino-US trade talks, global

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Nervositeit op aandelenmarkten centrale banken bieden houvast

Nervositeit op aandelenmarkten centrale banken bieden houvast

🕔18:49, 11.Nov 2019

Maandbericht beleggen Wij handhaven de overweging van aandelen en onderweging van obligaties De nervositeit onder beleggers is sinds begin oktober weer toegenomen. Belangrijkste aanleiding hiervoor zijn de tegenvallende ISM-inkoopmanagersindices voor de Amerikaanse productie- en dienstensector. Deze daalden harder dan verwacht

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Asset Management Investors’ Outlook October 2019 Smokestacks fall as office buildings rise

Asset Management Investors’ Outlook October 2019 Smokestacks fall as office buildings rise

🕔18:45, 11.Nov 2019

Will European labor data hold? All eyes are now on the jobs data. Should industry sentiment weaken further, it will at some point hit the labor market. This could then affect consumer sentiment and ultimately the services sector, pushing us

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Market Compass

Market Compass

🕔18:44, 11.Nov 2019

Market Outlook – One fourth of Investment Grade (IG) bonds have now negative yields; this radically alters portfolio considerations. The threshold for switching away from risky assets is higher than it used to be. – A global recession is not

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Global Asset Allocation: The View from EMEA

Global Asset Allocation: The View from EMEA

🕔18:40, 11.Nov 2019

Market Insights As of September 30, 2019 OCTOBER 2019 Easy Money, Again The dovish shift of monetary policy this year has been dramatic as negative trade headwinds and geopolitical uncertainty are weighing on growth. So far, 21 central banks have

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Cambodja en financiële inclusie: Investeringswaardig?

Cambodja en financiële inclusie: Investeringswaardig?

🕔18:35, 11.Nov 2019

De Cambodjaanse financiële-inclusiesector heeft de afgelopen maanden (en jaren) flink in de belangstelling van de media gestaan. De berichten in de media komen er kort gezegd op neer dat er sprake is van een (on)verantwoorde praktijk van kredietverstrekking en het

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Investment Strategy

Investment Strategy

🕔18:31, 11.Nov 2019

Global Liquidity In September, equity markets were supported by further monetary stimulus around the world. The Federal Reserve carried out its second rate cut last month, while the ECB announced a new open-ended asset purchase programme starting in November. On

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The Armageddonists

🕔18:30, 11.Nov 2019

This is a promotional website and is intended to report solely on investment strategies and opportunities identified by J.P. Morgan Asset Management and as such the views contained herein are not to be taken as advice or a recommendation to

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Asset Allocation Quarterly

Asset Allocation Quarterly

🕔18:26, 11.Nov 2019

SUMMARY – Transitioning to a reflation regime? – Several developments suggest that a move to a reflationary environment is a material risk, if not immediately. We explore supply shocks given ongoing de-globalisation; fiscal stimulus; and a more traditional route: an

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European Business Cycle Indicators. 3rd Quarter 2019

European Business Cycle Indicators. 3rd Quarter 2019

🕔18:25, 11.Nov 2019

Special topic Additional results from quarterly business surveys – focus on trends in manufacturing

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Late cycle investing

Late cycle investing

🕔18:22, 11.Nov 2019

Quarterly Investment Strategy Fourth Quarter 2019 We continue to recommend being cautious though not necessarily bearish. The global expansion is very mature and at the same time, global growth has slowed significantly compared to last year. Additionally, an elevated number

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Market Perspectives October 2019

Market Perspectives October 2019

🕔18:16, 11.Nov 2019

Persistent trade tensions and rising geopolitical risks are taking their toll on the global economy. Indeed, Germany appears close to recession. But this is due to its high exposure to manufacturing, which has been the main victim of the ongoing

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October 2019: Market news and expert views

October 2019: Market news and expert views

🕔18:14, 11.Nov 2019

“The environment of low interest rates is here to stay for a long time yet. In the fixed-income segment, there should be a clear emphasis on asset classes that offer a risk premium. High-yield corporate bonds are the only exception

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Riding the storm Investment Monthly – October 2019

Riding the storm Investment Monthly – October 2019

🕔18:13, 11.Nov 2019

Macro Outlook Global growth continues to face headwinds from a downturn in the industrial cycle and uncertainty related to trade tensions. Nevertheless, the global Nowcast remains stable at around 2% US growth remains above trend but has become more dependent

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Shopping for Investment Opportunities in Latin America

Shopping for Investment Opportunities in Latin America

🕔18:05, 11.Nov 2019

When a U.S. consumer makes an online retail purchase, the process is usually pretty smooth: click a couple of links, put in credit card information, and receive the order within a day or two. But in Latin America, e-commerce accounts

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Tech stocks: Should I stay or should I go?

Tech stocks: Should I stay or should I go?

🕔18:00, 11.Nov 2019

Technology stocks have been hot this year. Is it time to lock in profits or risk getting burned? On our latest podcast, seasoned tech investor Tony Kim explains why he sees continued opportunity in the sector. It took the tech-heavy

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What Returns Should Investors Expect from Private Equity

What Returns Should Investors Expect from Private Equity

🕔14:12, 11.Nov 2019

The collapse in interest rates, combined with historically high valuations (at least for U.S. stocks), have led many endowments, pension plans (especially those with large unfunded liabilities) and high net worth investors (such as those with their own family offices) to seek alternative

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5G Calling: The Contrarian Case for European Communication Services

5G Calling: The Contrarian Case for European Communication Services

🕔09:08, 11.Nov 2019

Remind Me About 5G Communications Services was the largest change in sector classification late last year. The higher profile US sector stole the headlines, courtesy of several FAANG companies. The changes made by MSCI in their European Communications index, on

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Nearing the top of the wall of worries?

Nearing the top of the wall of worries?

🕔07:27, 11.Nov 2019

Highlights The trade war did not escalate further in October. It is too early to assess the damage that has already been inflicted on the economy. Whether we will witness a recession or not will depend on the resilience of

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