Seizing Select Opportunities in Loans

Seizing Select Opportunities in Loans

🕔14:51, 8.jan 2020

As the United States moved closer to a phase-one trade deal with China and investors looked past the quarter’s earnings trough into 2020’s expected rebound, the rally in high yield and loan spreads continued, and even accelerated. Notably, lower quality

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Economic and Strategy Viewpoint January 2020

Economic and Strategy Viewpoint January 2020

🕔13:47, 8.jan 2020

Investors were able to ignore the weakness of corporate earnings in 2019 as markets re-rated following the easing of monetary policy by the US federal reserve and other central banks. As we head into 2020, the profits outlook remains difficult

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Quarterly markets review – Q4 2019

Quarterly markets review – Q4 2019

🕔13:06, 8.jan 2020

A look back at markets in Q4 2019 when shares were supported by optimism over the prospects for a US-China trade deal. 

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Why should I stay invested?

Why should I stay invested?

🕔11:51, 8.jan 2020

Equity markets ended the year on a high note, with the seasonal Santa Claus rally pushing the S&P 500 to a new all-time high. The stock market is now trading at more than 18x forward earnings, but there are plenty

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Market misconceptions on Scandinavian currencies

Market misconceptions on Scandinavian currencies

🕔09:17, 8.jan 2020

IN BRIEF Since the start of 2013, consensus forecasts for the Swedish krona and Norwegian krone have been persistently bullish and persistently wrong. Despite the positive forecasts, both currencies have traded to all-time low levels versus the euro over the

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Stocks In 2019: What A Difference One Year Makes

Stocks In 2019: What A Difference One Year Makes

🕔09:06, 8.jan 2020

In 2018, earnings were growing at double-digit rates, while equity markets were trading down. In 2019, however, earnings stagnated, and equities rose substantially.  What a year! From today's point of view, market comments from one year ago are a fun

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Pyrspectives

Pyrspectives

🕔08:15, 8.jan 2020

Few political earthquakes come as big as this one. Boris Johnson has defied his critics and sceptics, including many in his own Party, and redrawn the political map of the UK. It is no small triumph that will become part

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STOXX Monthly Newsletter December 2019_Ready_AX_AS

STOXX Monthly Newsletter December 2019_Ready_AX_AS

🕔06:33, 8.jan 2020

Key points Stocks rose for a fourth consecutive month in December, extending indices’ record-breaking rally this year, as the US and China struck an initial trade deal and reports pointed to a possible acceleration in the global economy. The STOXX®

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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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