Why we like inflation-linked bonds

Why we like inflation-linked bonds

🕔15:42, 7.jan 2020

BII Global weekly commentary We see Treasury Inflation-Protected Securities (TIPS) playing a key role as portfolio ballast against both growth shocks and inflation risks. We see global growth stabilizing and gradually picking up over the next six to 12 months,

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Which alternative strategy to hedge against abond sell-off?

Which alternative strategy to hedge against abond sell-off?

🕔15:20, 7.jan 2020

The year that has just started will challenge investors’ expectations, just as 2019 eventually contradicted the bearish mood that prevailed one year ago. For the time being, risk appetite remains strong and we believe it is unlikely to be derailed

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Capital Market Line: The Implications of Reopened Credit Spigots and a Trade Time-Out

Capital Market Line: The Implications of Reopened Credit Spigots and a Trade Time-Out

🕔13:32, 7.jan 2020

Last quarter’s return of extremely accommodating monetary policies and the renewal of US-China trade talks were the two most signicant developments affecting our ve-year outlook as expressed in our Capital Market Line (CML). Since our CML focuses on how events

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Think European cities Trends & tactics 2020 outlook

Think European cities Trends & tactics 2020 outlook

🕔13:10, 7.jan 2020

Eurozone output remains positive, but sluggish, with Consensus forecasts of 1.1% for 2019. National data showed that Q3 2019 GDP growth remained stable in Italy (0.1%), Spain (0.4%) and France (0.3%). However, the slump affecting the export-oriented manufacturing sector, most

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Quant signals for EU equity sectors and styles

Quant signals for EU equity sectors and styles

🕔09:56, 7.jan 2020

Focal Point We introduce our proprietary equity valuation tool which provides indications of over- or undervaluation for different sectors and styles of European equities. The regression-based models use macro and financial variables to provide fair value estimates of the ratio between

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For 2020, buy early

For 2020, buy early

🕔08:54, 7.jan 2020

After an astounding 2019, what’s in store for 2020? Russ discusses. We will miss 2019. While 2018’s odd confluence of a weakening economy, rising trade frictions and monetary tightening led to losses in virtually every asset class, this year has

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2020 appears tilted to the downside

2020 appears tilted to the downside

🕔07:00, 7.jan 2020

Major themes driving our views Slower global growth remains a concern Growth momentum is negative, but the consumer remains resilient. Trade disputes are only a symptom of broader, potentially longer-term, tension between the United States and China. With profit margins

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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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