Outlook 2020

NN Investment Partners
By November 22, 2019 09:47

Outlook 2020

Fiscal policy: a game changer for markets in 2020?

The challenges facing the global economy have only become more pronounced during 2019. On the political side, trade tensions have continued to simmer throughout the year, and the threat of a no-deal Brexit has lessened but remains an overhang for European markets. Meanwhile, the flames of social unrest are flaring up across the world, fanned by growing wealth inequality and ongoing climate uncertainty. The resulting decrease in investor risk appetite has pushed developed market government bond yields into negative territory, with central banks’ control over inflation expectations having diminished. More recently, investor appetite has improved due to a reduction in political risks and some data stabilization. The evolution of markets in 2019 underscores how difficult it is for them to find a solid anchor in an uncertain world.

NN Investment Partners
By November 22, 2019 09:47

Search

Twitter

New #blogpost: Week 14 - Top Five #BestRead #Research on
@Opinio_Pro -> https://opiniopro.com/2020/04/beheerder/week-14-top-five-best-read-research-on-opiniopro/
@EdeRothschild @UBP_Group
@BNPPAM_NL @NuveenInv
@TRowePrice #coronavirus #fiscalpolicy #risk #bearmarket #recession

Recession 2020— Deep but Short -> https://opiniopro.com/2020/04/t-rowe-price/recession-2020-deep-but-short/ #CoronaCrisis #Covid_19 #Recession2020 #fiscalpolicy via
@TRowePrice

We Can’t Go Home Again -> https://opiniopro.com/2020/04/pine-bridge/we-cant-go-home-again/ #CoronaVirusUpdate #Covid_19 #equity #fixedincome #EmergingMarkets via
@PineBridge

Best read article on @Opinio_Pro, Thursday 2 April, was from @TRowePrice "Recession 2020—
Deep but Short" -> https://www.opiniopro.com/2020/04/t-rowe-price/recession-2020-deep-but-short/ #recession #coronavirus

Keep a cautious stance on risk assets, try to improve liquidity management and hedge some credit risk -> https://opiniopro.com/2020/04/amundi/keep-a-cautious-stance-on-risk-assets-try-to-improve-liquidity-management-and-hedge-some-credit-risk/ #assetallocation #equities #fixedincome #Commodities #Currencies #liquidity #Risks via
@Amundi_ENG

Load More...

Search on date

November 2019
M T W T F S S
« Oct   Dec »
 123
45678910
11121314151617
18192021222324
252627282930