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Artikelen van JP Morgan

Eye on the Market: Rotten Tomatoes

Eye on the Market: Rotten Tomatoes

🕔11:28, 17.jan 2020

Consensus reactions to the Phase I US-China deal are very skeptical, but may be missing the broader point. A brief note on what happened, and the alternatives. Continue Reading Listen to the audio file or subscribe to the podcast to

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Global Alternatives Outlook

🕔19:25, 15.jan 2020

PRIVATE CREDIT Amid negative yields, opportunities to generate alpha above comparable public debt Our managers’ outlook unfolds against an unusual backdrop: a remarkable rate environment, in which the number of negative-yielding debt instruments is on the rise, with a powerful

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Global Alternatives Outlook

Global Alternatives Outlook

🕔18:58, 15.jan 2020

ASSET ALLOCATION Beyond the traditional lies a world of alternatives A recent innovation on the food front—a plant-based burger that echoes the flavor and texture of meat—has captured the attention of many people, including the authors of this article, a

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Global Alternatives Outlook

🕔18:31, 15.jan 2020

GLOBAL REAL ESTATE Building a diversified core real estate allocation for income and stability Economies are another year further along in their mid to late cycles, and many asset classes, including real estate, are generally fully priced. In past cycles,

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Global Alternatives Outlook

🕔18:28, 15.jan 2020

PRIVATE EQUITY Rapid innovation and small to mid market dynamics offer opportunities in a challenging environment As we enter 2020, we see global challenges as well as opportunities in the private equity (PE) markets. Fund-raising continues apace, investor demand is

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Global Alternatives Outlook

Global Alternatives Outlook

🕔18:22, 15.jan 2020

TRANSPORT Increasing stability across sectors Even as global transportation investments have grown in size and stature, the real asset class remains little known to institutional investors. Driven by decades of globalization, the diversity of transport assets has increased dramatically. Ranging

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Global Alternatives Outlook

Global Alternatives Outlook

🕔18:18, 15.jan 2020

INFRASTRUCTURE Concentrating on the core For the better part of a decade, and in particular over the last five years, institutional investors have increasingly embraced the potential of equity investment in core private infrastructure assets: diversification, inflation protection and yield.

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Global Alternatives Outlook

Global Alternatives Outlook

🕔18:16, 15.jan 2020

HEDGE FUNDS Opportunities in sustainability, next-generation digital and value Among the convictions shared by our hedge fund professionals investing across a diversity of strategies: Technological advances will continue to reshape the investment landscape in 2020, offering stock selection opportunities—some arising

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Global Alternatives Outlook

Global Alternatives Outlook

🕔18:01, 15.jan 2020

MACROECONOMIC OUTLOOK Why the global economy—and markets—still have room to run Although some of the risks that have weighed on the global economy may be starting to fade, it is too soon to sound the all-clear. We anticipate that 2020

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Global Alternatives Outlook

Global Alternatives Outlook

🕔18:00, 15.jan 2020

The second annual edition of J.P. Morgan Asset Management’s Global Alternatives Outlook presents a 12- to 18-month outlook for a wide range of alternative asset classes. Drawing on the insights of more than 700 alternatives professionals around the globe, we

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Guide to the Markets Q1 2020

Guide to the Markets Q1 2020

🕔15:48, 13.jan 2020

Guide to the Markets MARKET INSIGHTS Europe 1Q 2020 As of 31 December 2019

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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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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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Why should I stay invested?

Why should I stay invested?

🕔11:51, 8.jan 2020

Equity markets ended the year on a high note, with the seasonal Santa Claus rally pushing the S&P 500 to a new all-time high. The stock market is now trading at more than 18x forward earnings, but there are plenty

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Market misconceptions on Scandinavian currencies

Market misconceptions on Scandinavian currencies

🕔09:17, 8.jan 2020

IN BRIEF Since the start of 2013, consensus forecasts for the Swedish krona and Norwegian krone have been persistently bullish and persistently wrong. Despite the positive forecasts, both currencies have traded to all-time low levels versus the euro over the

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Ghosts of Christmas Past

Ghosts of Christmas Past

🕔11:28, 1.jan 2020

Ghosts of Christmas Past After a very positive year for investors in 2019, we expect lower positive returns on financial assets in 2020 as some Ghosts of Christmas Past reappear. We don’t expect a global or US recession, and anticipate

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Key findings from the Multi-Asset Solutions Strategy Summit

Key findings from the Multi-Asset Solutions Strategy Summit

🕔06:40, 31.dec 2019

This year was dominated by trade tension, weak manufacturing and a sharp dovish shift in monetary policy. In 2020 we anticipate that headwinds from trade and manufacturing dissipate while policy will remain accommodative; and as a result we expect economic

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Emerging opportunities

Emerging opportunities

🕔13:06, 18.dec 2019

Emerging market debt has done well in 2019. Fundamentals for 2020 look reasonable and we see some opportunities, but risks persist, meaning a selective approach appears warranted. 

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Themes and implications from the Multi-Asset Solutions Strategy Summit 1Q 2020

Themes and implications from the Multi-Asset Solutions Strategy Summit 1Q 2020

🕔08:47, 18.dec 2019

This year was dominated by trade tension, weak manufacturing and a sharp dovish shift in monetary policy. In 2020, we anticipate that headwinds from trade and manufacturing dissipate while policy will remain accommodative; and as a result, we expect economic

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Machine learning in hedge fund investing

Machine learning in hedge fund investing

🕔17:54, 16.dec 2019

Artificial intelligence and machine learning are prevalent in all aspects of everyday life and play an ever-increasing role in investing. Machine learning investment strategies aim to deliver persistent, uncorrelated alpha streams while adapting to changes in market conditions—without the human

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Review of markets over November 2019

Review of markets over November 2019

🕔17:44, 16.dec 2019

Equities continued to rally in November – a relatively consistent feature of markets in 2019, despite the multitude of geopolitical risks that investors have faced this year. The negotiations between the US and China on a ‘phase one’ trade deal

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Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔09:52, 16.dec 2019

Optimism about a U.S.-China trade deal, and data releases suggesting recent global industrial weakness may have bottomed, lifted risk assets in November. Major government bond markets sold off, with Italian government bonds and emerging market (EM) local currency debt particularly

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Core, what is it good for? Definitely something!

🕔10:51, 9.dec 2019

IN A LOW YIELD, LATE-CYCLE ENVIRONMENT, CORE ALTERNATIVE ASSET CLASSES CAN PROVIDE INSURANCE PORTFOLIOS WITH STABLE INCOME AND LOW TOTAL RETURN VOLATILITY. Many insurers invest in alternative assets. Alternatives can provide portfolios with high returns while delivering low correlations to

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War of the Worlds

🕔18:30, 4.dec 2019

War of the Worlds In this special holiday edition, Michael explains how an evening at home went awry: how a discussion about China and Hong Kong morphed into a chart war about Trump, Hoover, Taft, Rachel Maddow and Anderson Cooper.

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What would a Conservative government mean for sterling?

🕔09:45, 2.dec 2019 Lees het volledige artikel

Zoek

Twitter

#Invesco: "The global economy is rapidly decelerating, and we expect all major regions and countries around the world to grow below trend over the next few quarters, and at least through the first half of 2020." Read more on #OpinioPro: http://bit.ly/38upfCp

Nog eens even in de tijd terug gekeken. Vroeger gebruikten we 4% als bodem voor de rente. Daaronder zouden we nooit komen. 2008 was de laatste keer dat we die 4% hebben gezien. Pensioenprobleem in een notedop

"We more than ever need a targeted investment agenda that stimulates ‘real’ economic growth," @hanswstegeman argues, "instead of the current financial agenda, which above all sustains elevated asset prices."

Discover our Q1 2020 Economic Outlook on our website now.

Global 5G deployment could trigger the emergence of a whole range of new services, say UBP’s experts. Read this piece to find out why and how.

#Invesco: "The global economy is rapidly decelerating, and we expect all major regions and countries around the world to grow below trend over the next few quarters, and at least through the first half of 2020." Read more on #OpinioPro: http://bit.ly/38upfCp

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