Limbo for markets will not last forever

Limbo for markets will not last forever

🕔18:12, 3.dec 2019

Cross Asset Investment Strategy Bad but not so bad news left the market in a limbo: equity markets were more or less flat in the month, treasury yields remained in the 1.5 / 1.8 range and credit spreads also remained

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Taking stock of our 2019 views

Taking stock of our 2019 views

🕔17:40, 3.dec 2019

We identified the protectionist push as a key market driver this year but we did not foresee the massive move down in global yields. Scott talks through our 2019 calls. In 2019 the key drivers of global markets have been

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Asset Allocation View

Asset Allocation View

🕔17:06, 3.dec 2019

Fidelity Multi Asset   Risk asset have continued to march ahead, with US markets reaching alltime highs again in early November as the earnings season came in better than expected, and at least a temporary truce in the US-China trade dispute appears

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2019 Q4 Capital Market Assumptions

2019 Q4 Capital Market Assumptions

🕔16:03, 3.dec 2019

Summary Global Economic Outlook: We expect real economic growth in the developed economies to continue to moderate over the next decade, as it has for the last 30 years. This is due to limited growth of the developed labor force,

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Pressure drop

Pressure drop

🕔14:57, 3.dec 2019

Investment Directions Our reference to the classic Toots and the Maytals song comes as we see a de-escalation in trade tensions with China, diminishing risks of a no-deal Brexit and few signs that the record U.S. economic expansion is ending

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The view from EMEA

The view from EMEA

🕔14:03, 3.dec 2019

Global Asset Allocation  Down But Not Out After 21 months of slowing global growth, we are starting to see signs of stabilization, signaled by a potential bottoming in the industrial economy. The J.P. Morgan Global Manufacturing PMI ticked up in

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In doubt, no one despairs

In doubt, no one despairs

🕔13:03, 3.dec 2019

Monthly Investment Brief  With equity markets up by an average 20% worldwide, and with all asset classes into positive territory, the question inevitably rises: what to do now? Take some profits or stay invested? 

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Perspectives from GSAM Strategic Advisory Solutions

Perspectives from GSAM Strategic Advisory Solutions

🕔11:43, 3.dec 2019

Market Pulse MACRO VIEWS FED: The Fed delivered another 25 bps of rate easing, which likely reflects the last mid-cycle adjustment. We expect the Fed to hold rates steady through year-end, barring any persistent weakness in data or inflationary pressures.

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The rebound of risk-on sentiment is justified

The rebound of risk-on sentiment is justified

🕔10:38, 3.dec 2019

LGT Beacon – Global macro and market review  Our constructive positioning is paying off: risk sentiment has started to improve and markets have duly rallied to new highs. Stable corporate revenue growth bodes well for future earnings, the macro data continues to

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Reduced Recession Risk

Reduced Recession Risk

🕔09:33, 3.dec 2019

Investment Perspective The short-term drivers of market performance are not always clear, but an improving outlook toward economic growth seems to be a clear contributor to the recent rally in equities. At the same time, a rapidly slowing manufacturing sector

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Global Outlook

Global Outlook

🕔08:28, 3.dec 2019

Global Outlook Markets are being dominated by the US/China trade war and fears about slowing global growth. In this month’s Global Outlook, we discuss how investment teams across ASI are addressing these issues. 

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UBS House View

UBS House View

🕔08:08, 3.dec 2019

Global Outlook Asset allocation While economic data suggest that the weak global growth backdrop will persist into 2020, investor sentiment has turned more constructive, supporting rising stock markets and bond yields. We remain skeptical on the prospect of a meaningful

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Zoek

Twitter

De best gelezen #research bij @Opinio_Pro:

#1 7-Year Asset Class Real Return Forecasts #GMO

#2 2020 Long-Term Capital Market Assumptions @InvescoEMEA

#3 What the heart already knew @TriodosIM @TriodosNL

#4 From TINA to FOMO @DWS_Group

-> https://www.opiniopro.com/

Global Asset Allocation Views Q1 2020 -> https://www.opiniopro.com/2020/01/jp-morgan/global-asset-allocation-views-q1-2020/ #AssetAllocation #credit #equites #Equities #FixedIncome via @JPMorganAM

Economic resilience, Fed and elections to drive US markets in 2020 -> https://www.opiniopro.com/2020/01/amundi/economic-resilience-fed-and-elections-to-drive-us-markets-in-2020-2/ #consumption #election #monetarypolicy via @Amundi_ENG

The US federal reserve’s ‘whatever it takes’ moment has arrived -> https://www.opiniopro.com/2020/01/ubp/the-us-federal-reserves-whatever-it-takes-moment-has-arrived/ #AssetAllocation #centralbank #credit #ECB #Equities #FED #USA

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