Bending, but not breaking

Bending, but not breaking

🕔13:55, 7.Dec 2019

Global Asset Allocation Strategy INCREASE EQUITIES TO OVERWEIGHT  • Risk/reward has in our view improved with continued monetary support, that should feed through to better growth prospects. Decreasing geopolitical risks and less bad than feared earnings contribute to the view,

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Venture Pulse Q3 2019

Venture Pulse Q3 2019

🕔13:54, 7.Dec 2019

Global analysis of venture funding Welcome to the Q3’19 edition of KPMG Enterprise’s Venture Pulse — a quarterly report highlighting the key trends, opportunities, and challenges facing the venture capital market globally and in key jurisdictions around the world. Strong

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Slowdown in the subcontinent

Slowdown in the subcontinent

🕔13:50, 7.Dec 2019

In Credit 2 DECEMBER 2019  The Thanksgiving holiday meant it was a shorter and quieter week in core bond markets with little discernible direction. It was also a light week for data releases or political developments. In the US, the Chicago

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Responsible Investing

Responsible Investing

🕔13:48, 7.Dec 2019

AXA IM ESG Standards Policy As stewards of our clients’ assets, our primary goal is to help them preserve and grow their wealth. An important part of achieving this, is by investing responsibly. We believe that responsible investment (RI) can

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Central Banks reversed their course

Central Banks reversed their course

🕔13:48, 7.Dec 2019

Equity Market Update Markets in 2019 Monetary to fiscal stimulus Too early to get out of equities?  

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Solving the Pricing Puzzle in Wealth Management

Solving the Pricing Puzzle in Wealth Management

🕔13:46, 7.Dec 2019

Wealth and asset management has seen a lot of good news and a little bad in recent years, reflecting the ups and downs of global mark ets. Overall, however, the leading firms have increased their profits, while the rest have fought over

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The Next Recession

The Next Recession

🕔13:44, 7.Dec 2019

Economic Outlook Presentation Recession Odds Recession Triggers Road to Recession Policy Response How Severe a Downturn  

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Compass Autumn 2019

Compass Autumn 2019

🕔13:42, 7.Dec 2019

Compass In this quarter’s publication, we focus on Europe – in particular to see if it is still an attractive place to invest despite the apparent headwinds. Europe can often appear a somewhat unwitting victim of events outside of its

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The S&P MidCap 400: Outperformance and Potential Applications

The S&P MidCap 400: Outperformance and Potential Applications

🕔13:38, 7.Dec 2019

Mid-cap stocks have often been overlooked in favor of other size ranges in investment practice and in academic literature. Yet mid-caps have outperformed large- and small-caps, historically: the S&P MidCap 400 has beaten the S&P 500 ® and the S&P

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A Tale of Two Small-Cap Benchmarks: 10 Years Later

A Tale of Two Small-Cap Benchmarks: 10 Years Later

🕔13:34, 7.Dec 2019

Introduction ndices play a multifaceted role in investment management. Passive investors use indexed-linked investment products to gain exposure to particular investment universes, market segments, or strategies. Active investors use indices as benchmarks to compare actively managed funds to indices representing

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Contagion may be spreading through the global economy

Contagion may be spreading through the global economy

🕔13:25, 7.Dec 2019

Allocation views The global economy continues to face headwinds, and risks are mounting. Trade tensions are spreading from country to country, and increasingly, manufacturing weakness is starting to infect the much larger service sector. Recurring equity market declines appear likely

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2020 Outlook – Optimistic, but limited upside

2020 Outlook – Optimistic, but limited upside

🕔13:24, 7.Dec 2019

Geopolitical détente reduces uncertainty Our outlook for 2020 is relatively optimistic, predicated on the ongoing improvement in recent geopolitical developments – or at least a lack of deterioration thereof. In our view, the US-China trade war remains the single most

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Quantitative science—actively adding to fi xed income decisions

Quantitative science—actively adding to fi xed income decisions

🕔13:15, 7.Dec 2019

Franklin Templeton Thinks – fixed income markets In this Issue Fixed income investing has undergone a sea change in the past decade. By tossing out some active management orthodoxies and embracing new technologies and quantitative techniques, we believe some managers

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Outrageous Predictions 2020 – Engines of Disruption

Outrageous Predictions 2020 – Engines of Disruption

🕔13:13, 7.Dec 2019

Looking into the future is something of a fool’s game, but it remains a useful exercise — helping prepare for what lies ahead by considering the full possible range of economic and political outcomes. This is where Saxo’s annual Outrageous Predictions fit in:

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