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Investment Traffic Lights

Investment Traffic Lights

🕔17:08, 24.feb 2020

Our Monthly Market Analysis and Positioning The investment traffic lights review the past month and preview the next one. But at this point, at the beginning of a new decade, it is timely to consider not just December, but also

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Coronavirus turmoil is overshadowing commodities

Coronavirus turmoil is overshadowing commodities

🕔16:06, 24.feb 2020

Commodities and the energy space in particular have been challenged by the coronavirus outbreak. How the infection rate evolves over the upcoming days and weeks will be critical, especially to the oil-price outlook. Chinese copper importers have declared force majeure.

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How European insurance regulators are responding to climate risk

How European insurance regulators are responding to climate risk

🕔11:39, 21.feb 2020

Efforts to measure, stress test and manage climate risks among insurers are accelerating A report from the UN Environment Inquiry into a Sustainable Financial System 2 concluded that “In its role as risk manager, risk carrier and investor, insurance is

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S&P 500 sector composition: more tech, less energy than ever before

S&P 500 sector composition: more tech, less energy than ever before

🕔09:34, 21.feb 2020

The S&P 500 remains a broad equity index, but its sector mix has changed As the S&P 500 sets new record highs this month – led by tech reaching new highs, while energy revisits 2016 lows – we decided to reexamine

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Looks like Sars

Looks like Sars

🕔12:55, 17.feb 2020

The number of people suffering from the coronavirus continues to increase every day. Meanwhile, the stock markets are chasing record highs again. How does that fit together? Stock markets are chasing records again. This may be somewhat surprising, given that

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The dawn of a new decade

The dawn of a new decade

🕔09:30, 12.feb 2020

The dawn of a new decade The world has been trying to find a new economic identity ever since the 2008 financial crisis. The journey has been arduous so far, with the scars of the financial crisis still quite raw.

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A New Decade: Long for Longer?

A New Decade: Long for Longer?

🕔10:27, 10.feb 2020

While specific equity risks can be avoided, avoiding fixed income and broad market risk premia still leads to missing out on returns. Strategically, focusing on return drivers, value destruction during drawdowns and unnecessary return dilution may become instrumental to asset

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Manufacturing rebound? Signals are mixedeven be-fore the virus

Manufacturing rebound? Signals are mixedeven be-fore the virus

🕔07:46, 10.feb 2020

The recovery in manufacturing has been slow, a longer wait is now likely. Global manufacturing PMIs remain in contraction territory. Equipment: indicators show better spend on computer equipment. Construction: weak especially at manufacturing and energy businesses. Currency: strong U.S. dollar

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Goodbye to the United Kingdom

Goodbye to the United Kingdom

🕔16:30, 3.feb 2020

Chart of the Week Starting tomorrow, February 1, 2020, the United Kingdom (UK) will no longer be a member of the European Union (EU). More than 40 years after joining, majority of UK voters have decided that their countries' future

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A New Decade: Long for Longer?

A New Decade: Long for Longer?

🕔07:47, 3.feb 2020

A New Decade: Long for Longer? Staying invested may look like an unavoidable proposition as long–term structural shifts dampen future return outlooks but also risks. There is little doubt that investing comes with risk, but when looking back at the

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Coronavirus – too early to rely on the sars pattern

Coronavirus – too early to rely on the sars pattern

🕔14:06, 31.jan 2020

We expect the virus to leave a clear mark on China's economy and stock market in the first quarter. Beyond that, we can only speculate at this stage. Despite the interim recovery, financial markets are likely to be burdened by

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An early roadmap to US politics in 2020 and beyond

An early roadmap to US politics in 2020 and beyond

🕔17:05, 27.jan 2020

– We provide a representative sampling of the overall 2020 electoral outcomes you may currently want to consider when making investment decisions. – Most likely, the outcome may be in what we call the Mushy Middle (epitomized by various combinations

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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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The ECB, The FED, Rates, Yields and Currencies

The ECB, The FED, Rates, Yields and Currencies

🕔17:00, 20.jan 2020

CIO View, Chart of the Week 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

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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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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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From TINA to FOMO

From TINA to FOMO

🕔06:46, 1.jan 2020

What happens after a mid-cycle slow down? Once again, the most likely answer in the current extended cycle appears to be "yet another moderate upswing." In 2020, we expect about 5% in total returns for global equities. And lest that

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The modern apartment renter Understanding and appealing to the modern apartment renter in the U.S.

The modern apartment renter Understanding and appealing to the modern apartment renter in the U.S.

🕔14:46, 27.dec 2019

 Demand for apartments has been robust following the bursting of the housing bubble a decade ago.  Apartment investors devote a significant amount of time and resources to determine what unit features and community amenities are most desirable to current and

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Our 12-Month Economic & Market Outlook 2020

Our 12-Month Economic & Market Outlook 2020

🕔14:58, 24.dec 2019

A new year begins and also a new decade that will bring fresh uncertainties and challenges. One thing that looks certain is that the pace of change will increase in technology, in the economy and perhaps in politics, too. We

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You have to take risks if you want return

You have to take risks if you want return

🕔13:06, 11.dec 2019

We expect little movement in bond yields. It's again in corporates and emerging markets that we look for potential returns.  We expect neither the Fed nor the ECB to cut or raise rates in 2020. Euro corporate bonds and emerging-market

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Early signs of stabilization

Early signs of stabilization

🕔12:48, 6.dec 2019

Downside risks to global growth have shrunk in recent months. But we do not see much potential for an upside surprise either. In recent months, leading economic indicators stabilized. We remain somewhat hopeful that a truce in the trade war between China

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Why you should keep an eye on NIPA

Why you should keep an eye on NIPA

🕔07:28, 5.dec 2019

Corporate-profit figures used in U.S. national-income statistics suggest that earnings quality may have declined. Should Wall Street investors trust reported company earnings? Especially at this stage of the economic cycle, it might be worth taking them with a teaspoon of

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October has been dominated by big political misses

October has been dominated by big political misses

🕔12:00, 4.dec 2019

Market Overview October was all about talk of deals and crucial deadlines. What happened? The deals got nowhere and the deadlines were missed. How did markets react? Equities went up still more and bonds hung around. It is remarkable how

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Recession Risk Judged To Be Moderate

Recession Risk Judged To Be Moderate

🕔10:05, 29.nov 2019

A moderation of NIPA corporate profits may well imply lower GDP growth in 2020. However, we do not expect a recession in the next twelve months. The Fed should stay neutral into 2020; we expect its communication to remain slightly

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A good year lies ahead – and a weak decade

A good year lies ahead – and a weak decade

🕔08:59, 29.nov 2019

The investment prospects for next year aren't bad. But the next decade doesn't look anything like the past one. Anew year begins and also a new decade that will bring fresh uncertainties and challenges. One thing that looks certain is

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Twitter

What is the Optimal Number of Equity Managers? -> https://www.opiniopro.com/2020/02/pgim/what-is-the-optimal-number-of-equity-managers/ #managerselection #portfolioconstruction via @pgim

Crisis & Events S&P 500 Index -> https://www.opiniopro.com/2020/02/first-trust/crisis-events-sp-500-index/ #crisis #Equities #longterm via @ftportfolios

How to use iBonds like a pro -> https://www.opiniopro.com/2020/02/blackrock/how-to-use-ibonds-like-a-pro/ #AssetAllocation #CentralBanks #Fed #Fixedeincome via @blackrock

Slower for longer? -> https://www.opiniopro.com/2020/02/natixis/slower-for-longer/ #AssetAllocation #china #coronavirus #Equities #fixedincome via @NatixisIM @natixis

CTAs lead the pack on global risk appetite. what’s next? -> https://www.opiniopro.com/2020/02/lyxor/ctas-lead-the-pack-on-global-risk-appetite-whats-next/ #alternatives #cta #globalmacro #hedgefunds via @Lyxor

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