Global Asset Allocation: The View From Emea

Global Asset Allocation: The View From Emea

🕔15:41, 10.jan 2020

Let’s Get Cyclical! Cyclical stocks have had an impressive comeback since September, outperforming defensive stocks as investors have become increasingly more confident in the global economy. Trade war abatement, improvement in economic data, and higher bond yields have allowed sectors

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Emerging market debt rally set to moderate

Emerging market debt rally set to moderate

🕔14:45, 10.jan 2020

Emerging market (EM) debt started 2019 at attractive valuations. This followed a nine-month slide as the US Federal Reserve moved to normalise monetary policy and raise interest rates, which naturally strengthened the dollar and increased EMs’ funding costs. Our forecast

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2020 Capital Market Assumptions

2020 Capital Market Assumptions

🕔13:50, 10.jan 2020

Our 2020 Capital Market Assumptions details our research on asset class returns, standard deviations of returns and correlations over the 2020–2029 timeframe. These estimates are a key input into our strategic asset allocation process for our multi-asset portfolios; they also

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2020 Outlook for Emerging Markets Equity Investing

2020 Outlook for Emerging Markets Equity Investing

🕔12:53, 10.jan 2020

While US‑China trade issues still haven’t been resolved, there are reasons to be optimistic about the prospects for emerging markets in the coming year, according to Manraj Sekhon, chief investment officer, Franklin Templeton Emerging Markets Equity. He shares his outlook

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Data privacy: Trust is hard earned, easily lost

Data privacy: Trust is hard earned, easily lost

🕔11:58, 10.jan 2020

 Personal data is arguably the commodity of the 21st century. Over the past two decades, the monetization of personal data has fueled the rapid growth of internet-based technology companies. Today, as individuals, we boast a huge digital presence, with the

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The Waiting Game Managed Futures Outlook 2020

The Waiting Game Managed Futures Outlook 2020

🕔10:57, 10.jan 2020

What’s in store for managed futures and global macro in 2020 is really a question of how much longer we’re all willing and able to play the ‘waiting game’ with global markets seemingly hell bent on obliterating past records for

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CEE Market Insights Yields drifting up at the year-end

CEE Market Insights Yields drifting up at the year-end

🕔10:03, 10.jan 2020

We wish all our readers Merry Christmas and a Happy New Year 2020. The next CEE Insights will be released on January 7. We now switch to holiday mood, as the macro release calendar will be pretty empty in the

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Fixed Income 2020 Outlook Live your best life

Fixed Income 2020 Outlook Live your best life

🕔09:07, 10.jan 2020

Living your best life, if we understand the parlance of our times, is to say live in the moment. This seems like a reasonable strategy for short-term enjoyment, but a fairly mediocre life plan. That approach appears a reasonable analog

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2020 Outlook: A Difficult Year To Value

2020 Outlook: A Difficult Year To Value

🕔08:12, 10.jan 2020

S&P 500 target for 2020 yearend is 3300 with flat probabilities from 3100 to 3500 Fade clarity proclamations: most of 2019's concerns will return in January For 2020, carefully assess your risk tolerance and gain/loss utility, diversify! 

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European Equities according to Mark Denham

European Equities according to Mark Denham

🕔07:15, 10.jan 2020

Since Mark Denham took over the Carmignac Portfolio Grande Europe fund (SICAV) in 2016, he has demonstrated a rigorous approach to stock selection while also maintaining an unwavering belief in the importance of socially responsible investment. These qualities have led

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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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