Set phasers to one –trade war pause

Set phasers to one –trade war pause

🕔13:39, 23.jan 2020

Theme of the month: Set phasers to one –trade war interregnum   The US and China signed a ‘Phase One’ trade deal. The deal included a modest lowering of some US tariffs on China, in return for an ambitious $200bn

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ForexNews – USdollar, Japanese yen, Swiss franc

ForexNews – USdollar, Japanese yen, Swiss franc

🕔12:38, 23.jan 2020

USD: Euro should gain   Over the past few weeks, EURUSD has been hovering in a relatively narrow range around 1.11. With a stable economy in the US and so far only modest indications of a recovery in the Eurozone,

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High stock valuations demand a focus on quality in 2020

High stock valuations demand a focus on quality in 2020

🕔12:07, 23.jan 2020

Late in the market cycle, Greg Kolb, Chief Investment Officer for Perkins Investment Management*, shares why he thinks investors would do well to focus on high–quality value or cyclical stocks, particularly outside the US.   Where do you see opportunities

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Play Your Game

Play Your Game

🕔11:10, 23.jan 2020

Given the heightened “noise” around geopolitics and macroeconomic uncertainties, our strong suggestion is to play heavily to one’s strengths in today’s markets. All of us at KKR see a clear path forward to leverage the distinct areas of investment and operational expertise that

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USD: Euro should gain

USD: Euro should gain

🕔10:05, 23.jan 2020

Forex News – US dollar, Japanese yen, Swiss franc Over the past few weeks, the EURUSD has been hovering in a relatively narrow range around 1.11. With a stable economy in the US and so far only modest indications of a

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The Global Risks Report 2020

The Global Risks Report 2020

🕔09:00, 23.jan 2020

Insight Report 15th Edition In partnership with Marsh & McLennan and Zurich Insurance Group​

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Capital Markets View

Capital Markets View

🕔07:55, 23.jan 2020

Corporate earnings remained weak through the first three quarters of the year, but expectations of a better 2020 outlook pushed global equity prices higher during the third quarter, with equities in the United States logging their strongest performance since 2013…

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State Street Pulse Survey

State Street Pulse Survey

🕔06:51, 23.jan 2020

Executive Summary The survey results are based on 102 responses from asset managers and asset owners. The firms represented are primarily large (more than $100 billion under management) and based in the United States. All respondents serve in investment management, investment

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Markets celebrating! But Factor Investors?

Markets celebrating! But Factor Investors?

🕔15:26, 22.jan 2020

Not So Much… Equity markets around the globe prospered in 2019, as investors were buoyed by the de-escalation of the US-China trade war towards the end of the year, central bank easing around the world—including three interest-rate cuts by the

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All quiet on the UK high street.

All quiet on the UK high street.

🕔15:07, 22.jan 2020

In Credit

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The ECB, the FED, rates, yields and currencies

The ECB, the FED, rates, yields and currencies

🕔14:02, 22.jan 2020

As much as central banks drive bond markets, as little they drive currencies. At least in the short term. But in 2020 they are likely to drive little anyways. Even though central banks were once again among the most important

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De voorbije week in een notendop

De voorbije week in een notendop

🕔13:01, 22.jan 2020

In hun eerste handelsovereenkomst met China vragen de VS om meer industriële goederen, energie en landbouwproducten te kunnen exporteren. De handelsspanningen nemen af, maar de meeste Amerikaanse tarieven op Chinese goederen blijven bestaan.  De solide cijfers voor de Chinese economie (bv. industriële

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Waarom Colgate zo veel duurder is in India dan in de VS

Waarom Colgate zo veel duurder is in India dan in de VS

🕔11:52, 22.jan 2020

Marktcommentaar – 20 januari 2019 Net als veel andere grote opkomende markten is India de afgelopen jaren qua rendement achtergebleven. Voor de lange termijn zijn er echter sterke drijvers voor de aandelenmarkt van het subcontinent, zo stelt Lodewijk van der Kroft, partner

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Do highly indebted large corporations pose a systemic risk?

Do highly indebted large corporations pose a systemic risk?

🕔07:35, 22.jan 2020

At the end of 2018, “at-risk” firms in France were estimated to have total gross debts of EUR 187 billion. A 100 basis-point rise in their cost of financing could push this amount up by 60%, potentially posing a risk

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In the Year of the Rat, think even longer term

In the Year of the Rat, think even longer term

🕔06:28, 22.jan 2020

Active is: Sharing insights This Chinese New Year, more than a billion people globally will celebrate the Year of the Rat. We believe investors everywhere can also find reason to celebrate China as a source of continued economic growth. Even if US-China

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Central Banks on hold in 2020

Central Banks on hold in 2020

🕔15:48, 21.jan 2020

Central Bank Monitor​ As of October 30, 2019, the Fed lowered its key rate for the third time in the year. The Fed signaled that it plans no further cuts unless it sees a “material deterioration” in the economic outlook.

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Stabilization amid heightened uncertainties

Stabilization amid heightened uncertainties

🕔14:45, 21.jan 2020

Allocation views – Perspective from Franklin Templeton Multi Asset Solutions The new year started with a bout of volatility, driven by tensions in the Middle East. US forces assassinated General Qassem Soleimani, leader of Iran’s Revolutionary Guard Corps, which grabbed headlines and

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Global economy to take a breather in 2020

Global economy to take a breather in 2020

🕔13:40, 21.jan 2020

Interest Rate Outlook Eurozone, USA We enter 2020 with optimism. The political upheavals that defined 2019 should diminish. Although none of the issues have been resolved, they should exert no pressure on the markets for the better part of the

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The Aristotle List: 10 improbable but possible outcomes for 2020

The Aristotle List: 10 improbable but possible outcomes for 2020

🕔12:39, 21.jan 2020

Uncommon truths It is time to forget central scenarios and think about improbable but possible outcomes. Despite current geopolitical tensions, our surprises display a sense of hope (these hypothetical predictions are our views of what may happen even if they

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Flexibility does not come for free

Flexibility does not come for free

🕔11:30, 21.jan 2020

Insight An EU-UK free trade agreement will result in new barriers to trade and border friction even if the UK chooses to unilaterally align itself with EU rules and regulations. Prime Minister Boris Johnson has said that the UK will “not

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Poland to have complete set of 4Q19 data

Poland to have complete set of 4Q19 data

🕔10:26, 21.jan 2020

This week in CEE The CEE calendar is pretty empty of macro releases apart from Poland. There, we begin with data on the labor market, in particular employment and wage growth in December. Labor market conditions have been tight and not much

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Low Economic Volatility May Continue Supporting Credit

Low Economic Volatility May Continue Supporting Credit

🕔07:56, 21.jan 2020

Weekly view from the desk Although some regarded last week’s U.S. non-farm payroll report as disappointing, we regarded it as a solid indicator of what the U.S. economy needs to maintain its trend-like growth. Last year’s monthly payroll average of

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Yearly Performance Review 2019

Yearly Performance Review 2019

🕔06:55, 21.jan 2020

In 2019, RPM portfolios again delivered mixed results in a difficult market environment with little exploitable time series momentum (TSMOM) outside of fixed income markets. After an initial sell-off, the year was characterized by a major bond rally on the

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Prospects for Global Potential Growth: The Next Decade

Prospects for Global Potential Growth: The Next Decade

🕔17:17, 20.jan 2020

The pace of global growth has slowed significantly during the past two years. After peaking at over 4% in 2017, it has softened to just above 3% at present, well below its two-decade average of nearly 3.7%.1 A number of

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Why invest in European ABS?

Why invest in European ABS?

🕔17:11, 20.jan 2020

FocusPoint In the current low-yield environment, European fixed income investors need to look to alternative asset categories to increase the yield of their portfolios. Given the current stage of the credit cycle, though, they generally have no desire to increase

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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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