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Factors driving the recent improvement in the euro area’s international investment position

Factors driving the recent improvement in the euro area’s international investment position

🕔15:26, 12.May 2018

The euro area's international investment position (i.i.p.) improved further in 2017 (see Chart A). At the end of the year it showed net liabilities of 1.3% of euro area GDP – historically their lowest level. This followed a significant improvement

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Supervisory Banking Statistics

Supervisory Banking Statistics

🕔14:37, 30.Apr 2018

 Fourth quarter 2017    

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Euro area economic and financial developments by institutional sector: fourth quarter of 2017

Euro area economic and financial developments by institutional sector: fourth quarter of 2017

🕔15:28, 27.Apr 2018

Euro area saving (net, as a percentage of disposable income) was higher in the fourth quarter of 2017 than in the same quarter of the previous year. Total euro area non-financial investment (net) increased owing to higher investment by households

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2017 Preqin Alternative Assets Performance Monitor

2017 Preqin Alternative Assets Performance Monitor

🕔13:02, 26.Apr 2018

When Preqin first published the Performance Monitor – back in 2003 – the publication covered only private equity, and the entire global assets under management (AUM) of the industry at that time totalled $662bn. 2017’s Performance Monitor covers all significant

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2017 The Yale Endowment

2017 The Yale Endowment

🕔01:02, 17.Apr 2018

Introduction Yale’s Endowment generated an 11.3% return, net of fees, in fiscal 2017. Over the past ten years, the Endowment grew from $22.5 billion to $27.2 billion. With annual returns of 6.6% during the ten-year period, the Endowment’s performance exceeded

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2017 The Yale Endowment

2017 The Yale Endowment

🕔01:02, 17.Apr 2018

Introduction Yale’s Endowment generated an 11.3% return, net of fees, in fiscal 2017. Over the past ten years, the Endowment grew from $22.5 billion to $27.2 billion. With annual returns of 6.6% during the ten-year period, the Endowment’s performance exceeded

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Top performing hedge funds in 2017

Top performing hedge funds in 2017

🕔13:02, 11.Apr 2018

This Preqin Special Report takes a closer look at those funds that have reached the top of the performance ranks in 2017. Using data taken from Preqin’s online platform, we examine the top performing hedge funds over a one- and

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Euro area households and non-financial corporations: 4th Quarter 2017

Euro area households and non-financial corporations: 4th Quarter 2017

🕔15:30, 6.Apr 2018

Euro System The annual growth of loans to households increased to 3.0% in the fourth quarter of 2017, from 2.8% in the previous quarter. Household financial investment increased at a broadly unchanged rate of 2.0%, household non-financial investment increased at

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Green Bond Highlights 2017

Green Bond Highlights 2017

🕔10:23, 5.Apr 2018

2017 global issuance reached USD155.5bni , surpassing even our initial, optimistic USD150bn estimate (later scaled back to USD130bn to account for slower growth in China early in the year). Our other market expectations outlined in Green Bond Highlights 2016 were

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Global Emerging Markets

Global Emerging Markets

🕔17:02, 3.Apr 2018

How would you reflect on 2017? 2017 was an incredibly strong market, one that I wouldn’t have expected at the outset. It was also a period during which the fund performed very well, which I perceive as a particularly good

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Global Emerging Markets

Global Emerging Markets

🕔17:02, 3.Apr 2018

How would you reflect on 2017? 2017 was an incredibly strong market, one that I wouldn’t have expected at the outset. It was also a period during which the fund performed very well, which I perceive as a particularly good

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2017 Active Ownership Report

2017 Active Ownership Report

🕔13:01, 23.Mar 2018

Contents In our 2017 Active Ownership Report: Cristina Cedillo highlights the necessity of business model innovation in the auto sector, Ronnie Lim promotes the need for continued improvements in corporate governance in Japan, and Danielle Essink explores in the impact

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Top performing hedge funds in 2017

Top performing hedge funds in 2017

🕔13:02, 14.Mar 2018

This Preqin Special Report takes a closer look at those funds that have reached the top of the performance ranks in 2017. Using data taken from Preqin’s online platform, we examine the top performing hedge funds over a one- and

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Euro area financial vehicle corporation statistics

Euro area financial vehicle corporation statistics

🕔13:38, 19.Feb 2018

Q4 2017 In the fourth quarter of 2017 the outstanding amount of debt securities issued by euro area financial vehicle corporations (FVCs) engaged in securitisation increased to €1,406 billion, from €1,392 billion at the end of the previous quarter. Net

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Perspectives Global Equities

Perspectives Global Equities

🕔11:02, 2.Feb 2018

Q4 2017 Economy and markets Another strong quarter for global equities; energy rally continues Factors Quality and Momentum continue to outperform Earnings Remain robust but sentiment is now close to record levels Valuation A record-breaking year for global equities 

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Fixed Income Update

Fixed Income Update

🕔13:02, 28.Jan 2018

Q4 2017 Key Points  The Treasury curve flattened as the Federal Reserve raised its benchmark fed funds rate 25 basis points in December. This was the fourth increase since December 2016. The new U.S. tax policy may favor municipal bond

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ETF Flows Slow, But Fly Past Annual Record

ETF Flows Slow, But Fly Past Annual Record

🕔05:13, 19.Jan 2018

What happened last month? ETF flows slowed significantly in December to €4.2bn from €10.4bn Yearly flows of €93.9bn leave the previous record of €71bn well behind

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To be 20(17) again

To be 20(17) again

🕔11:02, 15.Jan 2018

Monthly Market Update | January 2018 Spurred by the passage of U.S. tax reform, the S&P 500 rallied 1.1% in December, bringing its total return for 2017 to 21.8%. Remarkably, 2017 was the first calendar year without a single negative

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A merry Christmas rounds out a good year for credit

A merry Christmas rounds out a good year for credit

🕔11:02, 15.Jan 2018

Credit market monthly review Spreads were broadly tighter in December but the uptick in interest rates prevented High Yield (HY) credit markets from reaching the 8% watermark in 2017, or 6% in the case of Investment Grade (IG). Still, against

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2017 Review And 2018 Outlook

2017 Review And 2018 Outlook

🕔11:02, 15.Jan 2018

Investment Strategy For global equity markets 2017 can be summed up in two facts. Firstly, realised and implied volatility fell to historic lows in the main asset classes and currency zones. For example, realised volatility in the US equity market

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Year-end tax reform and commodity rotation

Year-end tax reform and commodity rotation

🕔11:02, 15.Jan 2018

Equity market monthly review Global equities gained 1.6% over December with the UK (+5%), emerging markets (EMs) (+2.6%) and commodity sectors (+4% to 5%) outperforming in line with the rally in energy and industrial metal prices. Strong returns in 2017

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2017 — The Year in Review

2017 — The Year in Review

🕔14:13, 12.Jan 2018

Strategy Espresso In 2017, `risk-on’ asset classes fared well as markets were buoyed by the synchronised global recovery. At the time of writing, it is widely expected that all OECD countries will post positive growth for 2017. Central banks played a

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Global Outlook

Global Outlook

🕔06:15, 12.Jan 2018

December 2017 With global growth currently running at its fastest pace in six years, we use the edition of Global Outlook to look beneath the healthy macro backdrop and understand what changes at the micro level are driving the global

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Asset Allocation Dashboard

Asset Allocation Dashboard

🕔03:10, 12.Jan 2018

Equities Still the most expensive regional equity market in our valuation framework,driven at the headline index level this year by technology names. Monetary policy remains key, particularly with potential change in the Fed chair, and on the political front the

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Overview of markets in Q4 2017

Overview of markets in Q4 2017

🕔11:02, 8.Jan 2018

Quarterly Markets Review Global equities capped off a strong year with gains in the fourth quarter. In fixed income, the US Treasury and German Bund yield curves flattened. The S&P 500 made a strong advance in the quarter, buoyed by

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Lessons from 2017

Lessons from 2017

🕔13:02, 2.Jan 2018

Weekly Commentary We draw lessons from a year that saw surprisingly large returns, including on the role of steady growth, low volatility and political risk. Major developed market central banks raised their 2018 growth forecasts last week, while several emerging

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Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔12:38, 2.Jan 2018

A review of global markets and portfolio positioning in Q4 Global growth remained strong and well-distributed geographically in the fourth quarter. The resurgent global manufacturing cycle is helping lift investment outlooks across developed and emerging economies. Inflation pressure stayed muted.

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Year-end review and 2018 outlook

Year-end review and 2018 outlook

🕔04:08, 15.Dec 2017

Investment Outlook It’s been another good year for investors with strong returns having been delivered across a broad range of asset classes and investment strategies during 2017. Some commentators will no doubt have been surprised by this positive outcome. At

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Lessons from 2017

Lessons from 2017

🕔17:02, 14.Dec 2017

Lesson 1 – the madness of crowds The multiplying frenzy surrounding bitcoin is being fed by little more than price momentum (Figure 1). There has been no commensurate (or even perceptible) change in the fundamental prospects of the crypto-currency this

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Real Estate Summary

Real Estate Summary

🕔14:16, 11.Dec 2017

Edition 3, 2017 Macroeconomic overview APAC summary European summary US summary

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Investment strategy

Investment strategy

🕔13:02, 11.Dec 2017

In a Nutshell The global economic upturn is continuing. There is little risk of recession despite the flattening of the us yield curve. Within our us government bond allocation, we favour 3- to 5-year maturities. We are also maintaining a

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Nothing is Forever – part 2…

Nothing is Forever – part 2…

🕔12:24, 10.Dec 2017

Diamond Sector Outlook  The Diamond industry has moved from a stable environment to a highly dynamic environment The miners and the rough diamond buyers have adopted different strategies to face the new environment The large mining companies have adopted control

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The Top Market Stories of 2017 in 5 Charts

The Top Market Stories of 2017 in 5 Charts

🕔14:18, 6.Dec 2017

In synch—that may be one way to sum up 2017. From synchronized global growth among the world’s major economies to soaring equity markets in Europe, Asia and the U.S., the world seemed to shift into a higher gear during the

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Review of the markets for November 2017

Review of the markets for November 2017

🕔19:02, 3.Dec 2017

Market review Markets took a short-lived pause at the beginning of November after a prolonged period of positive returns and low volatility. By the end of the month, sentiment was buoyed by further evidence of a solid macro backdrop. Developed

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Economic and Strategy Viewpoint

Economic and Strategy Viewpoint

🕔19:02, 3.Dec 2017

December 2017 From goldilocks to reflation European forecast update: upside risks return EM forecast update: A brighter outlook Views at a glance

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Strong Company Fundamentals And Reform Efforts Bode Well For 2018

Strong Company Fundamentals And Reform Efforts Bode Well For 2018

🕔19:02, 3.Dec 2017

Equity Insights november 2017 Equity markets have been buoyed by improving company order books, a return to synchronized global growth, and central banks continuing to maintain a high level of monetary accommodation in the absence of any significant risk from

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Multi-Asset Indicator Q3 2017

Multi-Asset Indicator Q3 2017

🕔09:02, 28.Nov 2017

Market review Growth assets performed strongly over the quarter following a relatively uneventful summer period. For the third quarter in a row, all the major equity markets generated positive returns, with emerging markets and Asia Pacific equities again leading the

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Rethinking risk, rethinking returns

Rethinking risk, rethinking returns

🕔13:02, 26.Nov 2017

Investment Directions November 2017 As markets continue to climb higher, investor sentiment seems to have turned from doubt to acceptance. Economic growth is above trend in most regions of the world, keeping us aloft, but we don’t appear to be

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Global Market Outlook

Global Market Outlook

🕔13:02, 26.Nov 2017

Oktober 2017 Earnings are a key pillar of support behind our preference for equities. The year-to-date (YTD) rise in equities has been supported by earnings growth, and historical data suggests valuations still offer room for reasonable returns from here. Seasonality

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Global Outlook

Global Outlook

🕔07:52, 24.Nov 2017

Looking Beyond the Cycle | May 2017 A golden period for global property returns appears to be coming to an end as yield compression slows alongside a positive, but modest, outlook for global economic growth. At the same time, the

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Global Outlook

Global Outlook

🕔05:14, 19.Nov 2017

October 2017 Few regions epitomise the challenges of the post-financial crisis world better than the Eurozone. In the October edition of Global Outlook, we assess the region’s rehabilitation efforts. We consider the broadbased improvement in the economic backdrop as well

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Global Outlook

Global Outlook

🕔05:14, 19.Nov 2017

November 2017 A decade on from the financial crisis, the world appears to be entering a period of better growth, reduced financial stress and policy normalisation. However, in those ten years, a number of changes have emerged for investors to

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Can central banks reverse course concurrently?

Can central banks reverse course concurrently?

🕔01:02, 19.Nov 2017

Global Market Outlook Key takeaways After years of extremely accommodative monetary policy, global central banks seem poised to shift the stimulative burden over to governments—a transition with real risks. Among developed countries, the U.S. government seems most likely to step

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John Greenwood fourth quarter 2017 outlook

John Greenwood fourth quarter 2017 outlook

🕔01:02, 19.Nov 2017

Global Economic and market insights Summary The US business cycle continues to expand, as reflected in rising employment, moderate real GDP growth, and rising equity and real estate prices. With inflation below target, the prospects are good that this expansion

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Market Intelligence Book

Market Intelligence Book

🕔01:02, 19.Nov 2017

The Latest Thinking From Our Asset Management Network Key macro themes Corporate fundamentals supportive Earnings have rebounded in developed and emerging markets, with revenue growth resulting from bottom-up drivers as central banks step back. See pages 10–11, 16–17 Global growth

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The economic outlook is continuing to brighten

The economic outlook is continuing to brighten

🕔01:02, 19.Nov 2017

Investment Stategy As part of our tactical allocation, we recommend selling hedging positions and overweighting european equities within portfolios. As regards currency allocation, we have increased euro weightings within swiss-franc portfolios. I n the sector allocation, we have underweighted food

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Overview of markets in October 2017

Overview of markets in October 2017

🕔11:02, 14.Nov 2017

Monthly Markets Review Global equities made further progress in October. Several major indices set new record highs, while volatility reached an historic low. US equities were supported by economic data that remained positive despite the disruption caused by hurricanes Harvey

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The safety premium driving low rates

The safety premium driving low rates

🕔12:03, 11.Nov 2017

Global Macro Outlook – November 2017 The outlook for historically low interest rates is a top issue for investors. Low rates stem from tepid potential growth (ageing populations, poor productivity) and central bank success in achieving predictable, stable inflation. Yet

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A review of global markets and portfolio positioning in October

A review of global markets and portfolio positioning in October

🕔11:25, 6.Nov 2017

In Brief Strong synchronized growth continued to propel the global economy in October. Across regions, robust business sentiment and a resurgent manufacturing sector have buoyed investment. The U.S. produced a surprisingly positive preliminary third quarter GDP reading of 3% quarter-over-quarter

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Review of Markets over October 2017

Review of Markets over October 2017

🕔11:02, 6.Nov 2017

Market Review The synchronised global recovery continued in October, as the Global Manufacturing Purchasing Managers’ Index (PMI) for September ticked up a fraction to 53.2 ahead of August’s 53.1 figure. Global corporate earnings per share (EPS) growth ticked upwards to

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