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Economic resilience, Fed and elections to drive US markets in 2020

Economic resilience, Fed and elections to drive US markets in 2020

🕔09:43, 24.jan 2020

Dear client, 2019 proved a strong year for US assets, with US equity markets recording the strongest annual total return since 2013 and the US aggregate bond index up almost 9.0%. In addition, the past decade proved the best ever for the

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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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Economic resilience, Fed and elections to drive US markets in 2020

Economic resilience, Fed and elections to drive US markets in 2020

🕔16:55, 20.jan 2020

Investment Insights Blue Paper Fixed income: attractive yields in rangebound markets Following the three rate cuts agreed by the Fed last year, the bar for delivering further accommodation is high, and the central bank may be willing to allow some

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Records, surprises and opportunities

Records, surprises and opportunities

🕔07:10, 17.jan 2020

Cross Asset Investment Strategy As we approach the year-end, a look back over the past 12 months reminds us how unconventional this year of records has been. On the upside, equities rallied to historical highs in December and fixed income

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Time for a fl ight to cyclical value in European equity

Time for a fl ight to cyclical value in European equity

🕔17:42, 13.jan 2020

Equity markets in 2020: Watch out for a value rotation Indicators derived from monthly surveys of senior executives at selected companies that help in identifying economic trends. Growth investment style – It aims at investing in the growth potential of a

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Records, surprises and opportunities

Records, surprises and opportunities

🕔15:00, 6.jan 2020

Global Investment Views As we approach the year-end, a look back over the past 12 months reminds us how unconventional this year of records has been. On the upside, equities rallied to historical highs in December and fixed income returns were also strong

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2020 outlook for the US 10-year Treasury bond

2020 outlook for the US 10-year Treasury bond

🕔15:18, 26.dec 2019

 In 2019, 10-year US Treasury bonds traded in a range of 1.46-2.78%, the fourth-widest range since 2010. In 2020, we think the 10-year Treasury may trade in a similar range, with additional volatility arising from many of the same factors

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Fixed income: Back to core – Charts and Views

Fixed income: Back to core – Charts and Views

🕔18:02, 17.dec 2019

Build a robust ‘core’ and diversify income sources The ongoing slowdown in global trade will weaken global GDP growth further in 2020 – especially in advanced economies skewed towards the manufacturing sector – but a full-blown recession is unlikely, in

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Sentiment rebound favours rotation towards value

Sentiment rebound favours rotation towards value

🕔11:07, 12.dec 2019

In recent weeks equities rallied along with bond yields as investors reacted to the prospect of a US-China ‘phase one deal’ and fading global recession fears. The value of negative yielding bonds continued to fall, from US$17 trillion over the

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When political risk crosses the Atlantic

When political risk crosses the Atlantic

🕔12:54, 10.dec 2019

Global investment views At the beginning of 2019, all eyes were focused on Europe, not only because of the risk of a Hard Brexit, but also because of the open crisis between the Italian government and the European Commission. The situation

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Quantitative easing: the end of the road for pension investors?

Quantitative easing: the end of the road for pension investors?

🕔13:57, 5.dec 2019

The 2019 edition of the Amundi–CREATE Research survey provides a key independent assessment of the challenges faced by pension plans in a post-QE environment. So severe was the 2008 global financial crisis that central banks could only stave off a

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Limbo for markets will not last forever

Limbo for markets will not last forever

🕔18:12, 3.dec 2019

Cross Asset Investment Strategy Bad but not so bad news left the market in a limbo: equity markets were more or less flat in the month, treasury yields remained in the 1.5 / 1.8 range and credit spreads also remained

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2020 Investment Outlook – Be agile to cope with diverging scenarios

2020 Investment Outlook – Be agile to cope with diverging scenarios

🕔09:39, 25.nov 2019

After enjoying stellar performance this year, moving into 2020, investors will increasingly ask whether the global economy will proceed towards a trade war-engineered recession or whether growth will stabilise at a low level and potentially rebound, meaning the cycle could

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Five global themes drive our central and alternative scenarios

Five global themes drive our central and alternative scenarios

🕔08:28, 25.nov 2019

Infograpic Outlook 2020

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Ecb Qe2 Starts On A Strong Foot With A Tilt To The Private Sector

Ecb Qe2 Starts On A Strong Foot With A Tilt To The Private Sector

🕔12:09, 20.nov 2019

ECB QE2 started off on a strong foot, according to data released on Monday regarding the very first week of purchases. The overall increase in holdings of the four QE programmes was quite high for just one week relative to

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Renewed expansion of Fed balance sheet will not be QE but will affect markets

Renewed expansion of Fed balance sheet will not be QE but will affect markets

🕔13:38, 18.nov 2019

Recent Fed action: On 30 October the Federal Reserve cut the federal funds rate for the third time this year, while hinting at a pause over the next few months. The rate cut followed the Fed’s announcement on 11 October

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China’s growth tremors: risks, opportunities and the road ahead

China’s growth tremors: risks, opportunities and the road ahead

🕔09:42, 14.nov 2019

Economy: soft landing and light policy support. In terms of Chinese growth, we see the rate continuing to slow. Chinese GDP growth rose 6.0% in the third quarter of 2019 (Chinese authorities forecasted a range of 6.0%-6.5% YoY), the slowest

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Limbo for markets will not last forever

Limbo for markets will not last forever

🕔17:54, 13.nov 2019

Bad but not so bad news left the market in a limbo: equity markets were more or less flat in the month, treasury yields remained in the 1.5 / 1.8 range and credit spreads also remained within the trading range

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Asset Class Return Forecasts

Asset Class Return Forecasts

🕔08:34, 12.nov 2019

Quarterly Update  Our medium-term baseline scenario is that of a late business cycle slowdown supported by the dovish U-turn of central banks. We expect economic growth to move below potential for most developed economies in 2020, a trend that will

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Limbo for markets will not last forever

Limbo for markets will not last forever

🕔15:00, 7.nov 2019

Bad but not so bad news left the market in a limbo: equity markets were more or less flat in the month, treasury yields remained in the 1.5 / 1.8 range and credit spreads also remained within the trading range

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Emerging Markets Charts & Views

Emerging Markets Charts & Views

🕔11:11, 1.nov 2019

A tug of war between weaker growth and looser policies  Emerging economies have faced a backlash in the last few months as a consequence of the global economic weakness and the uncertainty related to global trade. This weighed on the

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Brexit extension will ease uncertainty looming on UK assets

Brexit extension will ease uncertainty looming on UK assets

🕔16:33, 31.okt 2019

Recent developments and next steps: Following the three-month extension granted to the UK by the EU on 28 October and the newly announced snap election, the most likely outcome is that the Withdrawal Agreement signed on 17 October between the

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Emerging Markets Charts & Views

Emerging Markets Charts & Views

🕔15:46, 30.okt 2019

A tug of war between weaker growth and looser policies Emerging economies have faced a backlash in the last few months as a consequence of the global economic weakness and the uncertainty related to global trade. This weighed on the

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Buybacks – A multi-perspective review and thoughts on best practices for company buyback policies

Buybacks – A multi-perspective review and thoughts on best practices for company buyback policies

🕔14:46, 30.okt 2019

US share buybacks are near record levels in absolute dollar terms and incrementally the discussion has shifted from academic finance journals to political stump speeches. Given the impact of the 2018 tax cuts and the upcoming 2020 US Presidential election

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Buybacks – A Multi-Perspective Review And Thoughts On Best Practices For Company Buyback Policies

Buybacks – A Multi-Perspective Review And Thoughts On Best Practices For Company Buyback Policies

🕔12:37, 30.okt 2019

US share buybacks are near record levels in absolute dollar terms and incrementally the discussion has shifted from academic finance journals to political stump speeches. Given the impact of the 2018 tax cuts and the upcoming 2020 US Presidential election

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Twitter

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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