Why we like health care stocks in 2020

Why we like health care stocks in 2020

🕔17:33, 9.jan 2020

The presidential election year has begun, and the rhetoric around health care policy is likely to get louder as campaigning heats up. Tony DeSpirito talks with Portfolio Manager Erin Xie about the implications for health care stocks. In a year-end

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Charting China Monthly Review Cyclical momentum improves further; liquidity conditions ease

Charting China Monthly Review Cyclical momentum improves further; liquidity conditions ease

🕔15:58, 9.jan 2020

What happened in the past month? Global trade growth continues to improve, riding on the tailwind of monetary easing earlier in the year and the recent de-escalation of China-US trade tension. On the domestic front, stronger infrastructure FAI and still-resilient

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Review of markets over 2019

Review of markets over 2019

🕔15:02, 9.jan 2020

Last Christmas, the markets gave investors a fright. This year, to save us from tears, the central banks gave us something special. Equity markets delivered fantastic returns in 2019. The MSCI World Index was up 28%, led by US equities

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Fiscal Is Coming! What Will Be Its Impact on Markets?

Fiscal Is Coming! What Will Be Its Impact on Markets?

🕔14:08, 9.jan 2020

In a post-crisis economy characterized by insufficient demand and a liquidity trap, few would have prescribed a policy mix of torrential monetary accommodation teamed with tight fiscal spending. Yet that’s precisely what we got, spawning economic frustration and populism. Politicians

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Fixed income market update January 2020

Fixed income market update January 2020

🕔13:11, 9.jan 2020

For the quarter ended December 31, 2019, the Bloomberg Barclays U.S. Aggregate Bond Index returned 0.18%. Year to date, the index returned 8.72%. U.S. Treasuries returned -0.79% during the quarter as the yield on the 10-year U.S. Treasury rose to

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A review of global markets and portfolio positioning in Q4

A review of global markets and portfolio positioning in Q4

🕔12:17, 9.jan 2020

We review trends across markets and economies in Q4 2019, consider what they mean for our multi-asset portfolios and present a positioning update. All major risk asset classes enjoyed handsome quarterly returns in Q4 2019, particularly global equities, reflected by

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Voya Multi-Asset Perspectives

Voya Multi-Asset Perspectives

🕔10:35, 9.jan 2020

Good Tidings for Investors Heading into Year-End Global equities continued their climb, considerably outperforming bonds through November and the first half of December. Within U.S. stocks, relative returns across the capitalization spectrum were fairly tight. Growth outperformed value but cyclical

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Will the 20s Roar? Economic Outlook 2020

Will the 20s Roar? Economic Outlook 2020

🕔09:40, 9.jan 2020

Recent retrospectives have noted that we closed both a year and a decade on Tuesday. The 2010s turned out to be far more prosperous than almost anyone could have hoped, given that the scars of the global financial crisis were

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Seven Macro Themes for 2020

Seven Macro Themes for 2020

🕔08:44, 9.jan 2020

The outlook for the global economy has improved over the past three months, but there may be less capacity to combat a recession when it comes. We discuss seven key macroeconomic themes we expect in 2020 and implications for investors.

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China Outlook 2020

China Outlook 2020

🕔08:13, 9.jan 2020

Growth to stabilise in Year of the Rat On 25 January 2020, the Year of the Rat will start. The rat is the first animal of the Chinese Zodiac and is associated with wealth and surplus. That is a bit

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What a Difference an ESG Ratings Provider Makes!

What a Difference an ESG Ratings Provider Makes!

🕔06:53, 9.jan 2020

• ESG ratings vary markedly by ESG ratings provider because each provider has a unique methodology for assigning company-specific ratings. Investors, therefore, must ensure the approach taken by the ratings provider they rely on is consistent with their ESG preferences

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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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